U.S. Bank
Direct Workday career site

BTIG: Investment Banking, Business Manager, Associate

Location
New York, NY
Listed
3 days ago

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.

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.

About U.S. Bank

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.

Read the original posting

From U.S. Bank's careers page, first listed on Rolev.ai on November 7, 2026. Rolev.ai is not the employer.

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Common questions

Where is the BTIG: Investment Banking, Business Manager, Associate job at U.S. Bank located?

This BTIG: Investment Banking, Business Manager, Associate position at U.S. Bank is located in New York, NY. Always check U.S. Bank's application page for specific state eligibility or relocation policies.

How do I apply for the BTIG: Investment Banking, Business Manager, Associate position at U.S. Bank?

This listing links directly to U.S. Bank's Workday application page. You can apply directly on U.S. Bank's site, or use Rolev.ai to check your resume fit, generate a zero-hallucination tailored resume and cover letter for this posting, and autofill the Workday application form in 1 click with the Rolev.ai Chrome extension. You always review the form and press Submit yourself.