Overview:
In this role you will support BTIG’s Investment Banking team in M&A and Strategic Advisory, driving execution for equity/debt offerings, capital raises, and advisory transactions. You will work closely with senior bankers and clients, while mentoring junior team members. The environment blends an entrepreneurial platform with the rigor of a bulge-bracket bank, enabling meaningful client impact and deal-driven growth. This role offers exposure to cross-functional collaboration and leadership opportunities in a dynamic market. Compensation / Benefits Healthcare (medical, dental, vision) 401(k) retirement plan Paid vacation Paid holidays Sick leave Parental leave
Responsibilities:
Coordinate transaction processes for capital raises and advisory deals Prepare offering memoranda, proposals, and client materials Lead financial valuations, modeling, and industry presentations Conduct research and analyses to support new business generation Organize and participate in marketing and client meetings Lead and participate in drafting sessions for transactions Perform due diligence related to transactions across industries Engage with corporate clients, private equity and venture capital firms, and senior bankers Develop and nurture client relationships and identify new business opportunities Supervise and mentor junior bankers
Key requirements:
5-7 years of experience in investment banking Strong interpersonal and presentation skills; ability to articulate complex financial strategies Strong work ethic, detail orientation, and commitment to excellence Excellent written and verbal communication; ability to convey ideas clearly Ability to manage multiple projects simultaneously; highly organized and proactive Leadership capability in team settings; high integrity Advanced Excel and PowerPoint; proficiency with Bloomberg, CapIQ, and related databases Ability to use firm-sponsored AI tools FINRA Series 63 & 79 licenses interpersonal communication leadership initiative Excel PowerPoint Bloomberg
