Investment Banking, Business Manager, Associate

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.

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.