Investment Banking, Associate/Vice President, M&A

BTIG; New York, San Francisco (NY, CA); On-site; USD 170,000 - 250,000; Full time

Job summary

BTIG, a global financial services firm, is seeking an experienced Associate or Vice President to support its Investment Banking team in M&A and Strategic Advisory in New York. The role involves deal execution support, client interaction, and mentoring junior bankers.

You will work on equity and debt offerings, merger and acquisition advisory, and other investment banking services, coordinating transaction processes, preparing materials, models, and client presentations.

Qualifications

• 5–7 years of investment banking experience.
• Strong interpersonal and presentation skills, able to convey complex financial strategies clearly.
• Highly organized, proactive, energetic, decisive, with integrity.
• Excellent written and oral communication; able to manage multiple projects.

Responsibilities

• Coordinate transaction processes including capital raises and advisory transactions.
• Prepare offering memoranda, proposals, and client materials.
• Lead the preparation of valuations, financial models, and industry presentations.
• Conduct research and analyses to support new business development.
• Interact with clients, PE/VC firms, and senior bankers; cultivate client relationships.
• Mentor junior bankers and drive deal execution.

Skills

Interpersonal skills

Presentation skills

Multi-project management

Leadership

Integrity

Communication

Tools

Excel

PowerPoint

Bloomberg

CapIQ

AI tools

Job description

Investment Banking, Associate/Vice President, M&A

Job Purpose:

BTIG is seeking an experienced Associate or Vice President to support the Investment Banking team in the M&A and the Strategic Advisory group in New York. The candidate will be involved in all facets of BTIG's investment banking activities, including equity and debt, public and private market offerings, merger and acquisition advisory, and other investment banking advisory services. The ideal candidate will demonstrate the potential to take on a significant role in deal execution by providing day-to-day support to senior bankers and clients while also providing professional guidance to junior team members.

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

Duties & Responsibilities:

• Coordination of transaction processes, including capital raise and advisory transactions
• Preparation of offering memoranda, proposals and other written materials for meetings with clients
• 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
• Leading and participating in drafting sessions for transactions
• Conducting industry and company-specific due diligence related to transactions
• Interact with corporate clients, private equity firms, venture capital firms and senior bankers
• Assisting in the development and continued cultivation of client relationships
• Identifying new business opportunities and developing tailored recommendations for clients
• Supervising and mentoring junior bankers

Requirements & Qualifications:

• At least 5-7 years of experience in investment banking
• 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
• A 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.)
• Ability to use firm-sponsored AI tools
• Ability to demonstrate leadership in team settings
• Must have FINRA Series 63 & 79 licenses
• Must be authorized to work full time in the U.S., BTIG does not offer sponsorship for work visas of any type
• No phone calls please, the applicant will be contacted within two weeks if successful

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.

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.

Compensation:

• BTIG offers a competitive compensation andbenefits 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.
• The current estimated base salary range for this role is $170,000.00 - $250,000.00 per year. Please note that certain positions are eligible for additional forms of compensation such as discretionary bonus or overtime.

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