Investment Banking Associate, Financial Institutions Group

Job Purpose

BTIG is seeking an Investment Banking Associate to join the Financial Institutions Group (FIG) in our New York or San Francisco offices. Our investment banking practice at BTIG encompasses a wide variety of services, including public and private offerings, convertible debt offerings and M&A advisory assignments. This position would require the ability to work on multiple projects simultaneously, with primary responsibilities for the day-to-day management of ongoing assignments, the development of materials for board level discussions, and new business generation.

BTIG offers a unique environment which combines a highly entrepreneurial platform focused on growth companies with the analytical rigor and transaction experience of “bulge bracket” investment banks.

Duties & Responsibilities

• Conducting industry and company-specific due diligence related to transactions
• Managing and assisting in the preparation of financial models and business valuations
• Lead the coverage and relationship management
• Develop, train, and mentor analysts
• Interacting with corporate clients, lenders, private equity firms, venture capital firms and senior bankers
• Preparation of offering memoranda, proposals and other written materials for meetings with clients
• Identifying new business opportunities and developing tailored recommendations for clients
• Organizing and participating in marketing and client meetings
• Assisting in the development and continued cultivation of client relationships

Requirements & Qualifications

• Ability to work well in teams
• An undergraduate degree in finance or economics with a minimum GPA of 3.5
• Excellent analytical, modeling, and interpersonal skills
• Must have 3+ years of Investment Banking or Equity Research experience
• Must be based in the New York or San Francisco area
• Proficiency in Excel and PowerPoint
• Ability to effectively manage multiple simultaneous project deadlines
• Excellent verbal and written communication skills

Compensation

• The current estimated base salary range for this role is $120,000 - $220,000 per year. Please note that certain positions are eligible for additional forms of compensation such as discretionary bonus.
• BTIG offers a competitive compensation and benefits package. Salary range is based on a variety of factors including, but not limited to, location, years of applicable experience, skills, qualifications, licensure and certifications, and other business and organization needs.

Important Notes

• No phone calls please, the applicant will be contacted within two weeks if successful
• Must be authorized to work full time in the U.S., BTIG does not offer sponsorship for work visas of any type

About BTIG

BTIG is a global financial services firm specializing in institutional trading, investment banking, research and related brokerage services. With an extensive global footprint and more than 700 employees, BTIG, LLC and its affiliates operate out of 20 cities throughout the U.S., and in Europe, Asia and Australia. BTIG offers execution, expertise and insights for equities, equity derivatives, ETFs and fixed income, currency and commodities. The firm’s core capabilities include global execution, portfolio, electronic and outsource trading, investment banking, prime brokerage, capital introduction, corporate access, research and strategy, commission management and more. https://www.btig.com/Disclosures.aspx

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, or disability status. BTIG is an equal opportunity employer Minorities/Females/People with Disabilities/Protected Veterans/Sexual Orientation/Gender Identity.

Disclaimer: https://www.btig.com/disclaimer.aspx