BTIG: Investment Banking, Business Manager, Associate
- Location
- New York, NY
- Work mode
- On-site
- Employment type
- Full-time
Skills mentioned
- Investment Banking
- Business Management
- Financial Planning & Analysis
- KPI Development & Dashboarding
- Project Management
- Process Improvement
- Cross-functional Leadership
- Excel Modeling
- CRM Systems
- Risk & Controls
- Budgeting & Forecasting
- Business Analytics
Picked out of the job description automatically; check the full description for what the employer asks for.
About the job
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 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.
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:
- 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.
Compensation:
- 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.
If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants .
Benefits: Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following:
- Healthcare (medical, dental, vision)
- Basic term and optional term life insurance
- Short-term and long-term disability
- Pregnancy disability and parental leave
- 401(k) and employer-funded retirement plan
- Paid vacation (from two to five weeks depending on salary grade and tenure)
- Up to 11 paid holiday opportunities
- Adoption assistance
- Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
Review our full benefits available by employment status here .
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
E-Verify U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program .
U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.
Posting may be closed earlier due to high volume of applicants.
From Us Bancorp's careers page (Workday), checked 30 Oct 2026.
How to apply
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Posted 30 Oct 2026 · checked 30 Oct 2026 · Report this job