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Investment Banking, Vice President/Associate, Consumer & Retail

Company
BTIG
Location
New York, NY
Work type
Full Time
Posted
2026-09-29

Job description

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 4 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

Important Notes:

Must be authorized to work full time in the U.S., BTIG does not offer sponsorship for work visas of any type
No phone calls please, the applicant will be contacted within two weeks if successful

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