Investment Banking, Associate, Private Capital Advisory

Duties & Responsibilities

• Support transaction execution across private capital and M&A advisory mandates, including process management, diligence coordination, and client deliverables.
• Build, maintain, and audit financial models, including operating models, valuation analyses (DCF, public comps, precedent transactions), and transaction/returns scenarios as applicable.
• Apply strong accounting and financial statement analysis to diligence and valuation workstreams (e.g., assessing earnings quality considerations, working capital dynamics, and key financial adjustments).
• Develop board-level and executive-level discussion materials, including strategic alternatives presentations, transaction updates, valuation support, and key decision frameworks.
• Prepare and refine marketing and transaction materials (e.g., teasers, CIMs, management presentations, investor outreach materials) with a high standard of accuracy and polish.
• Manage multiple priorities and timelines simultaneously, partnering closely with senior bankers while coordinating effectively with analysts and other junior team members.
• Interface with clients and third parties (legal, accounting, consultants) to support information flow, diligence requests, and overall transaction momentum.

Requirements & Qualifications

• Must have 3+ years of Investment Banking or Equity Research experience.
• An undergraduate degree in finance or economics.
• Excellent verbal and written communication skills.
• Ability to effectively manage multiple simultaneous project deadlines.
• Proficiency in Excel and PowerPoint.
• Familiarity with Capital IQ, Pitchbook, and Bloomberg.
• Ability to work well in teams.
• Excellent analytical, modeling, and interpersonal skills.
• Solid work ethic and superior attention to detail.
• CFA is highly preferred.

Important Notes

• Must be authorized to work full time in the U.S.
• No phone calls please, the applicant will be contacted within two weeks if successful.

About BTIG

BTIG is a global financial services firm specializing in institutional trading, investment banking, research and related brokerage services. With an extensive global footprint and more than 700 employees, BTIG, LLC and its affiliates operate out of 20 cities throughout the U.S., and in Europe, Asia and Australia. BTIG offers execution, expertise and insights for equities, equity derivatives, ETFs and fixed income, currency and commodities. The firm’s core capabilities include global execution, portfolio, electronic and outsource trading, investment banking, prime brokerage, capital introduction, corporate access, research and strategy, commission management and more. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, or disability status. BTIG is an equal opportunity employer Minorities/Females/People with Disabilities/Protected Veterans/Sexual Orientation/Gender Identity.

Compensation

The current estimated base salary range for this role is $170,000.00 - $190,000.00 per year. Please note that certain positions are eligible for additional forms of compensation such as discretionary bonus or overtime.