Investment Banking, Business Manager, Associate

About the role

BTIG seeks an Investment Banking Business Manager in our New York 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. Must be willing to work in NY office 5 days a week - no remote options. BTIG offers a unique environment which combines a highly entrepreneurial platform focused on growth companies with the analytical rigor and transaction experience of "bulge bracket" investment banks.

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

• 2-5 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.

Pay

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.