Private Capital & M&A Associate — Growth & Board Materials

BTIG; New York (NY); On-site; USD 170,000 - 190,000; Full time

Job summary

A global financial services firm is seeking an experienced Investment Banking Associate to join its Private Capital Advisory team in New York. The role demands strong analytical skills and transaction experience across private growth capital and M&A advisory. Responsibilities include supporting transaction execution, developing presentation materials, and managing client communications. Applicants should possess 3+ years of relevant experience, an undergraduate degree in finance or economics, and proficiency in key financial and analytical tools. Competitive compensation package offered, with a base salary range of $170,000 - $190,000 per year.

Qualifications

• 3+ years of Investment Banking or Equity Research experience required.
• Solid work ethic and superior attention to detail.
• CFA is highly preferred.

Responsibilities

• Support transaction execution across private capital and M&A advisory mandates.
• Build, maintain, and audit financial models.
• Develop board-level and executive-level discussion materials.

Skills

Analytical skills

Financial modeling

Communication skills

Attention to detail

Interpersonal skills

Teamwork

Project management

Education

Undergraduate degree in finance or economics

Tools

Excel

PowerPoint

Capital IQ

Pitchbook

Bloomberg

Job description

A global financial services firm is seeking an experienced Investment Banking Associate to join its Private Capital Advisory team in New York. The role demands strong analytical skills and transaction experience across private growth capital and M&A advisory. Responsibilities include supporting transaction execution, developing presentation materials, and managing client communications. Applicants should possess 3+ years of relevant experience, an undergraduate degree in finance or economics, and proficiency in key financial and analytical tools. Competitive compensation package offered, with a base salary range of $170,000 - $190,000 per year.