Investment Banking, Associate, M&A

BTIG

$170K — $210K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Minimum of 3 years in investment banking
  • Strong interpersonal communication skills
  • Detail-oriented with a strong work ethic
  • Proficient in advanced Excel and PowerPoint
  • Experience with banking databases like Bloomberg and CapIQ
  • Leadership qualities in team contexts
  • Possession of FINRA Series 63 & 79 licenses

Responsibilities

  • Coordinate transaction processes including capital raises and advisory transactions
  • Prepare offering memoranda, proposals, and written materials for client meetings
  • Lead company valuations, financial modeling, and business development presentations
  • Conduct research and analyses for new business generation
  • Organize and engage in marketing and client meetings
  • Participate in drafting sessions for transactions
  • Conduct industry and company-specific due diligence
  • Cultivate client relationships and identify new business opportunities
  • Supervise and mentor junior bankers

Benefits

  • Competitive compensation package
  • Comprehensive benefits offerings
  • Support for professional development
  • Access to advanced banking tools and technologies
  • Collaborative and dynamic work environment
Full Job Description
Job Purpose:

BTIG is seeking an experienced Associate to support the Investment Banking team in the M&A and the Strategic Advisory group in New York. The candidate will be involved in all facets of BTIG's investment banking activities, including equity and debt, public and private market offerings, merger and acquisition advisory, and other investment banking advisory services. The ideal candidate will demonstrate the potential to take on a significant role in deal execution by providing day-to-day support to senior bankers and clients while also providing professional guidance to junior team members.

Duties & Responsibilities:
  • Coordination of transaction processes, including capital raise and advisory transactions
  • Preparation of offering memoranda, proposals and other written materials for meetings with clients
  • Lead the preparation of company valuations, financial models and industry-specific business development presentations
  • Perform research and various analyses in support of new business generation
  • Organize and participate in marketing and client meetings
  • Leading and participating in drafting sessions for transactions
  • Conducting industry and company-specific due diligence related to transactions
  • Interact with corporate clients, private equity firms, venture capital firms and senior bankers
  • Assisting in the development and continued cultivation of client relationships
  • Identifying new business opportunities and developing tailored recommendations for clients
  • Supervising and mentoring junior bankers

Requirements & Qualifications:
  • At least 3 years of experience in investment banking
  • Must have strong interpersonal skills and be able to communicate effectively in presentations, as well as express complex financial strategies in an organized and articulate manner
  • A strong work ethic, detail orientation and a passion for excellence
  • Strong written and oral communication skills and ability to convey ideas
  • Ability to manage multiple projects simultaneously
  • Highly organized, proactive, energetic and decisive, with high level of integrity
  • Ability to comfortably interact with business clients and management
  • Advanced Excel and PowerPoint skills and proficiency with relevant banking-related databases / applications (Bloomberg, CapIQ, etc.)
  • Ability to use firm-sponsored AI tools
  • Ability to demonstrate leadership in team settings
  • Must have FINRA Series 63 & 79 licenses

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.

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