BTIG: Investment Banking, Business Manager, Associate
us bankBrooklyn (NY)
BTIG: Investment Banking, Business Manager, Associate
Posted today
us bankBrooklyn (NY)
SENIORITY
Senior
About the role
Overview:
In this role you partner with Investment Banking leadership and cross-functional teams to drive operational, financial, and strategic execution. You’ll enhance performance, support growth initiatives, and strengthen controls and governance while delivering rigorous reporting. The position sits in our New York office and offers a high-impact opportunity to scale processes for a growth-focused platform. You will shape business planning, reporting, and optimization in collaboration with senior stakeholders. Compensation / Benefits Healthcare (medical, dental, vision) 401(k) and retirement plan Paid vacation Paid holidays Parental leave Disability benefits
Responsibilities:
Define priorities with leadership and track execution of strategic initiatives Develop business cases for new products, headcount, and investments; aid implementation and change management Identify process gaps and lead efficiency, scalability, and client/service delivery improvements Own regular performance reporting (revenue, pipeline, productivity, expenses, profitability) and provide executive insights Coordinate budgeting, forecasting, and headcount planning; monitor variance drivers Create KPI frameworks and dashboards for decision-making Oversee deal pipeline tracking and ensure data integrity in CRM and related systems; produce management reports Standardize reporting cadence, templates, and definitions across teams Support policies, controls, and regulatory readiness with Compliance, Legal, and Risk Act as central coordinator across functions to resolve operational issues and deliver projects Assist onboarding/offboarding, access entitlements, and workflow coordination with IT/Operations Drive vendor management and tool optimization (CRM, data providers, reporting tools) with IT and Procurement
Key requirements:
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 IB workflows and commercial drivers Experience with front office IB Analyst/Associate roles preferred Demonstrated cross-functional project delivery and measurable outcomes Advanced analytical abilities; ability to synthesize complex information for executives Excellent written and verbal communication and stakeholder management Financial planning & analysis (budgeting, forecasting, variance analysis) KPI development, dashboarding, and performance management Project/program management; process improvement mindset Risk & controls awareness; high attention to detail Experience supporting high-growth platforms or scalable processes Familiarity with CRM/reporting tools, BI tools, and advanced Excel modeling strong communication stakeholder management analytical mindset CRM BI tools advanced Excel modeling
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