Job Purpose:BTIG seeks an Investment Banking Business Manager in our New York or San Francisco 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.
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:- 6-10 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 $230,000.00 - $250,000.00 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.
