BTIG: Investment Banking, Business Manager, Associate

U.S. Bank•New York, NY
•$170,000 - $210,000•Onsite

About The Position

BTIG seeks 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 operational, financial, and strategic execution of the Investment Banking platform. It focuses 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 a highly entrepreneurial platform focused on growth companies with the analytical rigor and transaction experience of bulge-bracket investment banks. The estimated base salary range is $170,000 to $210,000 per year. Certain positions may also be eligible for discretionary bonus or overtime.

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.
  • Demonstrated experience managing cross-functional initiatives and delivering measurable outcomes.
  • Advanced analytical capabilities and 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.
  • Must be willing to work in the New York office five days a week; no remote options.

Nice To Haves

  • MBA or similar advanced degree.
  • Prior front-office investment banking Analyst or Associate experience, preferably in industry coverage and/or product.
  • Experience supporting a high-growth platform or building scalable operating processes.
  • Familiarity with CRM and reporting tools, business intelligence tools, and advanced Excel modeling.

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 on revenue, pipeline, productivity, expenses, and profitability, and deliver insights to leadership.
  • 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 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

  • Healthcare coverage, including medical, dental, and vision.
  • 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 holidays.
  • 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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