Full-Time

Investment Banking Associate/Vice President

M&A, Strategic Advisory

Posted on 9/3/2026

BTIG

BTIG

501-1,000 employees

Global investment banking and trading provider

Compensation Overview

$170k - $250k/yr

+ Discretionary bonus + Overtime

No H1B Sponsorship

San Francisco, CA, USA + 1 more

More locations: New York, NY, USA

In Person

Category
Finance & Banking (1)
Required Skills
Bloomberg
Mergers & Acquisitions (M&A)
Investment Banking
Excel/Numbers/Sheets
Financial Modeling
PowerPoint/Keynote/Slides

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Requirements
  • At least 5-7 years of experience in investment banking.
  • The ability to communicate effectively in presentations and express complex financial strategies in an organized and articulate manner.
  • Strong written and oral communication skills and the ability to convey ideas.
  • The ability to manage multiple projects simultaneously.
  • The ability to interact comfortably with business clients and management.
  • Advanced Excel and PowerPoint skills and proficiency with relevant banking-related databases and applications, including Bloomberg and CapIQ.
  • The ability to use firm-sponsored artificial intelligence tools.
  • The ability to demonstrate leadership in team settings.
  • FINRA Series 63 and Series 79 licenses.
  • Authorization to work full time in the United States.
Responsibilities
  • Coordinate transaction processes, including capital raise and advisory transactions.
  • Prepare offering memoranda, proposals, and other written materials for client meetings.
  • Lead the preparation of company valuations, financial models, and industry-specific business development presentations.
  • Perform research and various analyses in support of new business generation.
  • Organize and participate in marketing and client meetings.
  • Lead and participate in drafting sessions for transactions.
  • Conduct industry- and company-specific due diligence related to transactions.
  • Interact with corporate clients, private equity firms, venture capital firms, and senior bankers.
  • Assist in developing and continuing to cultivate client relationships.
  • Identify new business opportunities and develop tailored recommendations for clients.
  • Supervise and mentor junior bankers.
Desired Qualifications
  • A strong work ethic, detail orientation, and passion for excellence.
  • Being highly organized, proactive, energetic, and decisive, with a high level of integrity.

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 Jobs

Simplify's Take

What believers are saying

  • BTIG added Michael Bodino and Chris Gibson on July 8, 2026.
  • BTIG hired Tom Widener June 9, 2026, strengthening power and utilities coverage.
  • Brayden Mathews joined August 5, 2026, expanding franchise sales and corporate access.

What critics are saying

  • BTIG’s StoneX arbitration ended March 12, 2026, with punitive and injunction claims rejected.
  • U.S. Bancorp’s acquisition pressures BTIG to hit performance targets before 2029.
  • If rainmakers leave after integration, BTIG’s client franchise deteriorates quickly.

What makes BTIG unique

  • U.S. Bancorp kept BTIG as a separate broker-dealer on June 1, 2026.
  • BTIG pairs niche sector banking with trading, research, prime brokerage, and corporate access.
  • Recent hires in energy, utilities, metals, and derivatives broaden BTIG’s specialist coverage.

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Benefits

Hybrid Work Options

Flexible Work Hours

Company News

Yahoo Finance
Aug 26th, 2026
BTIG appoints Mangesh Ghogre as managing director for metals and mining coverage

BTIG, a U.S. Bancorp company, has appointed Mangesh Ghogre as managing director within its Industrials Investment Banking group, focusing on metals and mining coverage. Ghogre brings over 20 years of global investment banking experience across the US and Asia. He previously served as managing director at ThinkEquity, providing equity capital markets coverage for US and Canadian metals, mining, and industrial companies. He also founded One Capita Advisors, offering capital raising and advisory services. Earlier in his career, Ghogre was regional head of equity capital markets at Nomura in Asia, leading IPOs, follow-on offerings, and block trades. He began his investment banking career in equity capital markets at HSBC in Asia.

Business Wire
Aug 26th, 2026
BTIG appoints Mangesh Ghogre as managing director for metals and mining coverage

BTIG, a U.S. Bancorp company, has appointed Mangesh Ghogre as Managing Director within its Industrials Investment Banking group, focusing on metals and mining coverage. Ghogre brings over 20 years of global investment banking experience across the US and Asia. He previously served as Managing Director at ThinkEquity, providing equity capital markets coverage for US and Canadian metals, mining, and industrial companies. He also founded One Capita Advisors and held senior positions at Nomura and HSBC in Asia. Jon Dever, Head of Investment Banking at U.S. Bancorp | BTIG, said Ghogre's deep knowledge of the metals and mining landscape will strengthen the firm's Industrials franchise.

Associated Press
Aug 5th, 2026
BTIG appoints Brayden Mathews as head of franchise sales following U.S. Bancorp acquisition

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.

Business Wire
Aug 5th, 2026
U.S. Bancorp | BTIG announces Brayden Mathews as Head of Franchise Sales.

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

Citybiz
Jul 28th, 2026
Aqtual appoints Daniil Kalyuzhny CFO to support clinical and commercial growth.

Aqtual appoints Daniil Kalyuzhny CFO to support clinical and commercial growth. July 28, 2026 Daniil Kalyuzhny Aqtual has appointed healthcare investment banking veteran Daniil Kalyuzhny as chief financial officer, strengthening its executive team as the precision medicine company advances its lead liquid biopsy diagnostic toward clinical validation and commercialization. Kalyuzhny joins Aqtual as the company expands development of its active chromatin cell-free DNA (cfDNA) platform, which is designed to support therapy selection, biomarker discovery, and drug development. In his new role, he will oversee financial strategy, capital formation, and strategic transactions while helping guide the company's commercial and partnership initiatives. The appointment comes as Aqtual seeks to broaden the application of its functional liquid biopsy platform through biopharmaceutical collaborations, co-development programs, and licensing opportunities while continuing to build its proprietary biobank to support future research and data-driven partnerships. "The opportunity in front of Aqtual has expanded, and this is the right time to add Daniil's perspective to the team," said founder and Chief Executive Officer Diana Abdueva. "He brings the sector judgment and transaction experience to help us set priorities, make the right calls and execute." Before joining Aqtual, Kalyuzhny served as managing director in the Global Healthcare Group at BTIG, where he led investment banking coverage for diagnostics and life sciences tools companies. During his tenure, he advised executive teams and boards on mergers and acquisitions, capital raises, and strategic partnerships, working on transactions with an aggregate value exceeding $25 billion. His experience spans financial strategy and corporate development for companies operating across the precision medicine, diagnostics, and life sciences sectors, providing expertise that Aqtual expects to leverage as it advances both its clinical programs and commercialization strategy. "One of the defining challenges for platform companies is deciding where to invest, where to partner and how to allocate capital across multiple opportunities," Kalyuzhny said. "Aqtual has built an exceptional scientific foundation with multiple paths to creating long-term value. I'm excited to join the team and help build the financial strategy that supports the company's long-term vision." The appointment reflects a common trend among emerging biotechnology companies preparing for commercialization and strategic expansion. As platform technology companies move beyond research and early development, they often recruit executives with investment banking and transaction experience to support fundraising, business development, licensing, and potential strategic partnerships. Aqtual is developing a proprietary liquid biopsy platform that analyzes active chromatin cell-free DNA to evaluate protein regulation, epigenetic activity, and transcriptomic signals using blood samples. The technology is intended to provide real-time insights into disease biology and treatment response while addressing limitations associated with conventional cell-free DNA testing approaches. The company is advancing its first therapy-selection diagnostic through clinical validation while expanding applications of its platform in oncology and chronic disease management. In parallel, Aqtual continues to grow its proprietary biobank, which it views as a strategic asset for biomarker discovery, pharmaceutical collaborations, and future precision medicine applications. Kalyuzhny's appointment positions the company to support these initiatives with a financial strategy focused on capital allocation, partnership development, and long-term growth.