BTIG: Investment Banking, Investment Banking Associate, Associate (M&A)

At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed.  We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One. BTIG is a global financial services firm specializing in institutional trading, investment banking, research and related brokerage services. Following our acquisition by U.S. Bancorp in 2026, we combine BTIG’s high-touch, client-first approach with the scale and stability of the nation’s fifth largest commercial bank. We take pride in attracting the best and brightest individuals from diverse backgrounds and mindsets, and we continue to foster a culture where entrepreneurial spirit thrives—now supported by the resources and long-term commitment of U.S. Bancorp. Job Description BTIG is seeking an experienced Associate or Vice President 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. BTIG offers a unique environment which combines a highly entrepreneurial platform focused on growth companies with the analytical rigor and transaction experience of a bulge bracket investment bank. 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 5-7 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 license