BTIG: Investment Banking, Investment Banking Associate, Associate (M&A)
- Location
- New York, NY
- Work mode
- On-site
- Employment type
- Full-time
Skills mentioned
- Investment Banking
- M&A Advisory
- Financial Modeling
- Valuation Analysis
- Excel
- PowerPoint
- Bloomberg
- Due Diligence
- Client Relations
- Team Leadership
- FINRA Series 79
- FINRA Series 63
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 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 licenses
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 $110,000.00 - $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
- Select Apply on usbank.wd1.myworkdayjobs.com. It opens Us Bancorp's own application form in a new tab, run on Workday.
- Fill in the form and upload your résumé there. Jobiwork never sees your application.
- Us Bancorp will reply to you directly. No real employer asks you for money to apply.
Posted 30 Oct 2026 · checked 30 Oct 2026 · Report this job