BTIG: Investment Banking, Business Manager, Associate
About The Position
BTIG is seeking an Investment Banking Business Manager for its New York office. The role partners with senior bankers and stakeholders across Finance, Legal/Compliance, Operations, Technology, HR, and Risk to drive the operational, financial, and strategic execution of the Investment Banking platform. The focus is on improving business performance, enabling growth initiatives, maintaining robust controls, and delivering high-quality reporting and governance. The position requires working in the New York office five days a week; remote work is not available. The role combines an entrepreneurial platform focused on growth companies with the analytical rigor and transaction experience of bulge-bracket investment banks. The manager supports business planning, performance monitoring, process improvement, governance, risk and controls, and coordination of cross-functional initiatives.
Requirements
- 2–5 years of experience in investment banking, banking COO/business management, strategy, finance, or consulting with investment banking exposure.
- Bachelor’s degree required.
- Strong understanding of investment banking coverage and product workflows and key commercial drivers.
- Experience managing cross-functional initiatives and delivering measurable outcomes.
- Advanced analytical capabilities, including the ability to synthesize complex information into clear executive-level messaging.
- Excellent written and verbal communication skills and strong stakeholder management.
- Experience with financial planning and analysis, including budgeting, forecasting, and variance analysis.
- Experience with KPI development, dashboarding, and performance management.
- Project or program management skills and a process-improvement mindset.
- Risk and controls awareness and strong attention to detail.
- High judgment, discretion, and professionalism.
- Familiarity with CRM and reporting tools, business intelligence tools, and advanced Excel modeling.
Nice To Haves
- MBA or similar advanced degree.
- Prior front-office Investment Banking Analyst or Associate experience, in industry coverage and/or product; strongly preferred.
- Experience supporting a high-growth platform or building scalable operating processes.
Responsibilities
- Partner with Investment Banking leadership to define priorities, track strategic initiatives, and drive accountability.
- Develop business cases for new products, headcount, and investment initiatives, and support implementation planning and change management.
- Identify process gaps and lead initiatives to improve efficiency, scalability, and client and service delivery.
- Own regular business performance reporting, including revenue, pipeline, productivity, expense management, and profitability, and provide leadership with insights.
- Coordinate budgeting, forecasting, and headcount planning; monitor run-rate and variance drivers.
- Create KPI frameworks and dashboards to support decision-making.
- Oversee deal pipeline tracking and data integrity in CRM and related systems; produce management reporting and ad hoc analytics.
- Standardize reporting cadence, templates, and definitions across coverage and product teams.
- Partner with Compliance, Legal, and Risk to support policies, supervisory controls, and regulatory readiness.
- Support documentation, approvals, and committee materials for business-related governance forums.
- Coordinate across functions to resolve operational issues and deliver projects.
- Support onboarding and offboarding, access entitlements, and workflow coordination with Operations and Technology.
- Drive vendor management and tool optimization for CRM, data providers, and reporting tools in partnership with IT and Procurement.
Benefits
- Medical, dental, and vision healthcare.
- Basic term and optional term life insurance.
- Short-term and long-term disability insurance.
- Pregnancy disability and parental leave.
- 401(k) and employer-funded retirement plan.
- Paid vacation of two to five weeks, depending on salary grade and tenure.
- Up to 11 paid holiday opportunities.
- Adoption assistance.
- Sick and Safe Leave accruals of one hour for every 30 hours worked, up to 80 hours per calendar year unless otherwise provided by law.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
