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Full-Time

Investment Banking Associate

Generalist

Confirmed live in the last 24 hours

BTIG

BTIG

501-1,000 employees

Institutional sales, trading, and investment banking services

Fintech
Financial Services

Compensation Overview

$120k - $160kAnnually

+ Bonus + Overtime

Mid, Senior

New York, NY, USA

Category
Investment Banking
Finance & Banking
Required Skills
Communications
Marketing
PowerPoint/Keynote/Slides
Requirements
  • Undergraduate degree from a top-tier school with a minimum GPA of 3.5
  • At least 2 years of investment banking experience
  • Must have strong interpersonal skills and be able to communicate effectively in presentations, as well as express complex financial strategies in an organized and articulate manner
  • Strong work ethic, detail orientation and a passion for excellence
  • Strong written and oral communication skills and ability to convey ideas
  • Ability to manage multiple projects simultaneously
  • Highly organized, proactive, energetic and decisive, with high level of integrity
  • Ability to comfortably interact with business clients and management
  • Advanced Excel and PowerPoint skills and proficiency with relevant banking-related databases / applications (Bloomberg, CapIQ, etc.)
  • The ability to excel in both team and self-directed settings
  • Must have FINRA Series 63 & 79 licenses
  • Must be based in the San Francisco Bay Area
Responsibilities
  • Managing and assisting in the preparation of financial models and business valuations
  • Coordination of various processes, including capital raises and advisory transactions
  • Preparation of offering memoranda, proposals and other written materials for meetings with clients
  • Organizing and participating in marketing and client meetings
  • Conducting industry and company-specific due diligence related to transactions
  • Assisting in the development and continued cultivation of client relationships
  • Identifying new business opportunities and developing tailored recommendations for clients
  • Interacting with corporate clients, private equity firms, venture capital firms and senior bankers
  • Develop, train, and mentor analysts

BTIG provides institutional sales and trading services, offering equity sales and trading, electronic trading, outsource trading, and corporate access. The firm's core capabilities include investment banking, global sales, electronic and outsource trading, prime brokerage, and research and strategy.

Company Stage

N/A

Total Funding

N/A

Headquarters

San Francisco, California

Founded

2002

Simplify Jobs

Simplify's Take

What believers are saying

  • Joining BTIG offers the opportunity to work under experienced leaders like Anton LeRoy and Jonathan Dever, which can be highly beneficial for career growth.
  • The firm's accolades, such as being named the Best Outsourced Trading Provider, reflect a strong market reputation and potential for professional recognition.
  • BTIG's commitment to innovation in electronic trading provides employees with exposure to cutting-edge technologies and methodologies.

What critics are saying

  • Frequent changes in leadership roles, as seen with recent appointments, could lead to strategic instability and uncertainty within the firm.
  • The competitive nature of the financial services industry means that BTIG must continuously innovate to maintain its market position, which can be a high-pressure environment for employees.

What makes BTIG unique

  • BTIG's strategic hires and promotions, such as Jonathan Dever as Head of Investment Banking and Jennifer Mermel as Chief Strategy Officer, indicate a strong focus on leadership and strategic growth.
  • The firm's recognition as the Best Outsourced Trading Provider by Hedgeweek highlights its excellence in providing specialized trading services.
  • BTIG's continuous innovation in electronic trading, exemplified by the launch of new algorithmic technology, sets it apart in the competitive financial services industry.