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38 Btig Client Service Associate Jobs Hiring Near You

BTIG

Investment Banking, Associate, Healthcare

New York, NY · On-site

$170K - $210K/yr

Prepare client presentations, offering memoranda, and other transaction materials * Conduct due ... BTIG is a global financial services firm specializing in institutional trading, investment banking ...

BTIG

Equity Research Associate, Consumer

New York, NY · On-site

$110K - $150K/yr

BTIG seeks an Associate to support the Equity Research team in the Consumer Staples space. This ... BTIG is a global financial services firm specializing in institutional trading, investment banking ...

BTIG

Equity Research Associate, Consumer

New York, NY · On-site

$110K - $150K/yr

BTIG seeks an Associate to support the Equity Research team in the Consumer Staples space. This ... BTIG is a global financial services firm specializing in institutional trading, investment banking ...

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Infographic showing various Client Service Associate job openings at Btig in the United States as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% Physical job distribution.

Investment Banking, Associate, Business Manager

BTIG

New York, NY • On-site

Full-time

Posted 21 days ago

Key responsibilities

  • Partner with senior bankers and key stakeholders to drive operational, financial, and strategic execution of the Investment Banking platform.

  • Own and deliver regular business performance reporting, including revenue, pipeline, productivity, expense management, and profitability analysis.

  • Coordinate budgeting, forecasting, headcount planning, and create KPI frameworks and dashboards to support decision-making.

Job description

Job Purpose:
BTIG seeks an Investment Banking Business Manager in our New York office. This individual will partner with senior bankers and key stakeholders (Finance, Legal/Compliance, Operations, Technology, HR, Risk) to drive the operational, financial, and strategic execution of the Investment Banking platform. This role focuses on improving business performance, enabling growth initiatives, ensuring robust controls, and delivering high-quality reporting and governance. Must be willing to work in NY office 5 days a week - no remote options.
BTIG offers a unique environment which combines a highly entrepreneurial platform focused on growth companies with the analytical rigor and transaction experience of "bulge bracket" investment banks.
Duties & Responsibilities:
  • Partner with Investment Banking leadership to define priorities, track execution against strategic initiatives, and drive accountability.
  • Develop business cases for new products, headcount, and investment initiatives; support implementation planning and change management.
  • Identify process gaps and lead initiatives to improve efficiency, scalability, and client/service delivery.
  • Own regular business performance reporting (revenue, pipeline, productivity, expense management, profitability) and deliver insights to leadership.
  • Coordinate budgeting, forecasting, and headcount planning processes; monitor run-rate and variance drivers.
  • Create KPI frameworks and dashboards to support decision-making.
  • Oversee deal pipeline tracking and data integrity in CRM and related systems; produce management reporting and ad hoc analytics.
  • Standardize reporting cadence, templates, and definitions across coverage/product teams.
  • Partner with Compliance, Legal, and Risk to support policies, supervisory controls, and regulatory readiness.
  • Support documentation, approvals, and committee materials for business-related governance forums.
  • Act as a central point of coordination across functions to resolve operational issues and deliver projects.
  • Support onboarding/offboarding, access entitlements, and workflow coordination with Operations/Technology.
  • Drive vendor management and tool optimization (CRM, data providers, reporting tools) in partnership with IT and Procurement.

Requirements & Qualifications:
  • 2-5 years in investment banking, banking COO/business management, strategy, finance, or consulting with IB exposure.
  • Bachelor's degree required; MBA or similar advanced degree a plus.
  • Strong understanding of investment banking coverage/product workflows and key commercial drivers.
  • Strongly prefer candidates with prior front office IB Analyst / Associate experience (industry coverage and/or product)
  • Demonstrated experience managing cross-functional initiatives and delivering measurable outcomes.
  • Advanced analytical capabilities; ability to synthesize complex information into clear executive-level messaging.
  • Excellent communication skills (written and verbal) and strong stakeholder management.
  • Financial planning & analysis (budgeting, forecasting, variance analysis)
  • KPI development, dashboarding, and performance management
  • Project/program management; process improvement mindset
  • Risk & controls awareness; strong attention to detail
  • High judgment, discretion, and professionalism
  • Experience supporting a high-growth platform or building scalable operating processes.
  • Familiarity with CRM/reporting tools, BI tools, and advanced Excel modeling.

Important Notes:
  • 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 and benefits 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 - $210,000.00 per year. Please note that certain positions are eligible for additional forms of compensation such as discretionary bonus or overtime.

Disclaimer: https://www.btig.com/disclaimer.aspx.
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About BTIG

Sourced by ZipRecruiter

Industry

Finance and insurance

Company size

201 - 500 Employees

Headquarters location

San Francisco, CA, US

Year founded

2005

Social media

Twitter

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