Full-Time
Operations Generalist
BTIG
501-1,000 employees
Global investment banking and trading provider
Compensation Overview
$100k - $150k/yr
No H1B Sponsorship
New York, NY, USA
In Person
Bachelor's
 Operations & Logistics (1) |
|---|
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- Bachelor’s Degree
- DTCC ALERT/CTM and WorkX/ORF knowledge
- Team player with the ability to work under pressure and prioritize tasks in a fast-faced, deadline-driven environment
- Self-motivated approach to work and superior attention to detail
- Excellent written and verbal communication skills
- Proficient in the Microsoft suite of applications with strong Excel skills for data analysis and reporting
- 2+ Middle/Back Office experience at a buy side or sell side financial institution
- Real time support of US Equity trade activity, including but not limited to: Comply with T+1 settlement cycle mandates in accordance with SEC Rule 15c6-2
- Process trade bookings, allocations, confirms, and ensure timely downstream processing
- Collaborate with trading desks and firm counterparties to address and resolve trade discrepancies
- Open client DVP/RVP accounts and ensure settlement instructions are up to date
- Collaborate with firm counterparties and custodians to promptly resolve aged fails and unaffirmed trades
- Assist in the firm’s daily EOD procedures
- Escalate and assist in resolving operational risks to the firm (ie. Regulatory Notifications, Buyins and Corporate Actions)
- Oversee daily and monthly trade, positions, P&L, and commission reconciliations
BTIG is a global financial services firm offering investment banking, institutional trading, research, and brokerage services to institutional and corporate clients. It provides strategic advisory and capital markets solutions, including prime brokerage and outsourced trading. It differentiates itself by delivering a broad, integrated set of services through a global network with direct market access. Its goal is to help clients meet tactical and transactional needs with advisory, execution, and financing capabilities.
Company Size
501-1,000
Company Stage
Acquired
Total Funding
$725M
Headquarters
San Francisco, California
Founded
2002
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Simplify's Take
What believers are saying
- June 2026 BTIG revenue hit $98 million, management's strongest monthly performance ever.
- U.S. Bancorp targets roughly $200 million quarterly BTIG revenue in second-half 2026.
- BTIG hired senior bankers in energy, power, and franchise sales during 2026.
What critics are saying
- StoneX arbitration ended March 2026; BTIG won only $1.8 million after treble-damage claims.
- U.S. Bancorp expects no massive BTIG headcount expansion, limiting organic buildout.
- If integration stalls, BTIG becomes a commoditized sales-and-trading appendage inside U.S. Bancorp.
What makes BTIG unique
- U.S. Bancorp bought BTIG on June 1, 2026, preserving its separate broker-dealer model.
- BTIG ranks among top 10 U.S. brokers for high-touch equity volume.
- Its multi-asset platform spans equity trading, ECM, research, prime brokerage, and capital access.
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Benefits
Hybrid Work Options
Flexible Work Hours
Company News
BTIG, a U.S. Bancorp company, has appointed Brayden Mathews as Head of Franchise Sales. In this role, he will also lead the firm's Specialty Sales and Corporate Access teams. Mathews brings over 20 years of experience in institutional equity sales and equity capital markets. He spent two decades at J.P. Morgan, most recently serving as the public side Head of ECM Distribution and previously leading the New York Equity Franchise Sales effort. BTIG's Franchise Sales group connects institutional investors with the firm's equity research, sector insights, and corporate access across US and global markets. The team works alongside research, trading, and investment banking to help clients translate analysis into investment ideas.
U.S. Bancorp | BTIG announces Brayden Mathews as Head of Franchise Sales. NEW YORK-(BUSINESS WIRE)-BTIG, a U.S. Bancorp company, announced today that Brayden Mathews has joined the firm as Head of Franchise Sales, where he will also lead BTIG's Specialty Sales and Corporate Access teams. "We are pleased to welcome Brayden to BTIG," said Chris Rollins, Co-Head of Securities at U.S. Bancorp | BTIG. "He brings a strong background in institutional equity franchise sales and equity capital markets, with an excellent track record of delivering market and transaction insight to clients. Brayden will be instrumental as we continue to build and enhance our Sales and Corporate Access platforms." Mr. Mathews has more than two decades of experience across institutional equity sales, equity capital markets, and technology-focused investing and research. He spent 20 years at J.P. Morgan, most recently as the public side Head of ECM Distribution, and previously led the New York Equity Franchise Sales effort. Mr. Mathews also served as an Analyst at Agnos Partners and an Associate Analyst at Fred Alger Management. Earlier in his career, he was an Equity Research Associate at UBS Investment Research, and an Equity Research Associate and Corporate Bond Product Manager at Salomon Smith Barney. BTIG's Franchise Sales group connects institutional investors with the firm's equity research, sector insights, and corporate access across U.S. and global markets. Working closely with research, trading, and investment banking, the team helps clients translate thematic and company-specific analysis into actionable conversations and investment ideas. The group supports tailored outreach, investor engagement, and ongoing coverage visibility. About U.S Bancorp | BTIG BTIG, a U.S. Bancorp company, is a global financial services firm specializing in institutional trading, investment banking, research and related brokerage services. 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. U.S. Bancorp acquired BTIG in 2026. Learn more. More News From BTIG NEW YORK-( BUSINESS WIRE )-BTIG announced today the appointment of Michael Bodino and Chris Gibson as Managing Directors within its Energy & Infrastructure Investment Banking group. These hires add senior expertise to the team and broaden the firm's coverage footprint."We are excited to welcome Michael and Chris to BTIG," said Jon Dever, Head of BTIG Investment Banking. "They bring complementary experience, deep industry knowledge, and strong client relationships that will further enhance ou... NEW YORK-( BUSINESS WIRE )-BTIG announced today the appointment of Tom Widener as Managing Director and Head of Power & Utilities within BTIG's Energy & Infrastructure Investment Banking group. Mr. Widener will play a key role in expanding BTIG's coverage across the power, utilities and broader energy infrastructure sectors, further strengthening the firm's capabilities in an increasingly active and evolving market. Mr. Widener brings more than 35 years of investment banking experience... NEW YORK-( BUSINESS WIRE )-BTIG announced today the appointment of Jason Rockland as a Managing Director and Yingkang Duan as a Director within the firm's Equity Derivatives Trading group. Mr. Duan and Mr. Rockland were hired to help expand BTIG's capabilities in risk-arbitrage volatility trading, a natural fit alongside the firm's Event Driven Trading business. "We are excited to welcome Jason and Yingkang to BTIG," said Anton LeRoy, Chief Executive Officer of BTIG. "Their deep experience in e... BTIG. Release Versions
BTIG expands energy and Infrastructure Investment Banking coverage with the addition of Michael Bodino and Chris Gibson. New York - July 8, 2026 - BTIG announced today the appointment of Michael Bodino and Chris Gibson as Managing Directors within its Energy & Infrastructure Investment Banking group. These hires add senior expertise to the team and broaden the firm's coverage footprint. "We are excited to welcome Michael and Chris to BTIG," said Jon Dever, Head of BTIG Investment Banking. "They bring complementary experience, deep industry knowledge, and strong client relationships that will further enhance our ability to deliver strategic advice and capital markets solutions." Mr. Bodino brings more than 30 years of experience advising and financing energy companies across the sector. Most recently, he served as a Managing Director and Co-Head of Energy Investment Banking at Texas Capital Securities, where he helped establish the firm's first industry vertical. Previously, Mr. Bodino was a Partner, Managing Director and Co-Head of Energy Investment Banking at Seaport Global Securities. Before investment banking, he led award-winning energy research teams producing commodity forecasts and thematic analysis. Mr. Bodino received The Wall Street Journal's "Best on the Street" award and was consistently ranked among the top analysts covering U.S. oil and gas companies. Prior to BTIG, Mr. Gibson served as a Managing Director in Investment Banking and Co-Head of Energy Investment Banking at Texas Capital Securities. Previously, he was a Managing Director and Co-Head of the U.S. Energy Investment Banking Group at Stifel. Earlier in his career, Mr. Gibson served as Head of U.S. Energy Investment Banking at GMP Securities and Canaccord Genuity, where he helped build and lead their U.S. energy investment banking practices. He also held roles in energy corporate finance at Bank of America Securities, an energy investment affiliate of Jefferies Capital Partners, and RBC Capital Markets. BTIG's Investment Banking and Capital Markets groups engage with clients and institutional investors on mergers and acquisitions, public offerings including IPOs and follow-on offerings, ATMs, SPACs, private placements and PIPEs, convertibles, debt and loans, buybacks, liquidity solutions, and venture capital, private equity transactions. About BTIG BTIG is a global financial services firm specializing in institutional trading, investment banking, research and related brokerage services. 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. In 2026, BTIG was acquired by U.S. Bancorp. Learn more. Media Contacts: Jill Gordon 443.668.2055 | [email protected] Vanessa Siderow 212.738.6148 | [email protected]
BTIG has appointed Michael Bodino and Chris Gibson as managing directors in its Energy & Infrastructure Investment Banking group. The hires expand the firm's senior expertise and coverage footprint in the sector. Bodino brings over 30 years of energy sector experience. He most recently served as managing director and co-head of Energy Investment Banking at Texas Capital Securities, where he helped establish the firm's first industry vertical. Previously, he was partner and co-head of Energy Investment Banking at Seaport Global Securities. Gibson previously served as managing director and co-head of Energy Investment Banking at Texas Capital Securities. Earlier roles included managing director at Stifel and leadership positions at GMP Securities, Canaccord Genuity, Bank of America Securities, and RBC Capital Markets.
BTIG has appointed Tom Widener as Managing Director and Head of Power & Utilities within its Energy & Infrastructure Investment Banking group. Widener will expand the firm's coverage across power, utilities and energy infrastructure sectors. Widener brings over 35 years of investment banking experience in the power and utilities sector, covering M&A, strategic advisory and capital markets. He joins from Mizuho Greenhill, where he was Managing Director and Head of Global Power & Utilities. Previously, he held senior positions at Deutsche Bank as Vice Chairman and Head of Power & Utilities, and led power and utility practices at Bear Stearns and Merrill Lynch. BTIG was acquired by U.S. Bancorp in 2026 and provides institutional trading, investment banking, research and brokerage services.