Capital Introduction, Analyst/Associate

Posted 6 Days Ago
Be an Early Applicant
New York, NY
Entry level
Financial Services
The Role
The Analyst/Associate in the Capital Introduction team at BTIG will support daily operations, engage with hedge fund clients, analyze industry data, and assist in planning client events. The role requires strong interpersonal skills and the ability to manage multiple responsibilities.
Summary Generated by Built In

Job Purpose:

BTIG is seeking a highly motivated and detailed oriented Analyst to help support the daily operations of the Capital Introduction team. This individual must be polished, enthusiastic and possess strong interpersonal and detail oriented skills. Flexibility, initiative and a drive to succeed are essential qualities for the position. Must be able to work in a fast paced environment. This is a hybrid role and requires individual to be in the office 3-4 days per week.

Duties & Responsibilities:

  • Operate in a fast-paced, client-centric environment in which analysts assist in preparation and follow up
  • Heavy phone and e-mail interaction with hedge fund clients, allocators, and internal contacts
  • Prepare overview materials on individual hedge fund and investor firms
  • Analyze data on the hedge fund industry and summarize key trends and themes by creating content that is distributed to global client base
  • Assist in planning and execution of a range of client conferences and events
  • Update internal Salesforce CRM for client and allocator data

Requirements:

  • Bachelor’s Degree
  • Series 7 & 63 licenses required within the first year 
  • Self-starter with excellent attention to detail and exemplary problem-solving abilities
  • Exceptional interpersonal skills
  • Excellent written and verbal communication skills
  • Detail oriented and highly organized
  • Ability to multi-task, prioritize competing responsibilities, manage deadlines, and stay organized, 
    while conducting oneself with a strong sense of personal accountability
  • Team player who collaborates effectively with colleagues

Technical skills:
• Proficiency in Microsoft Office Suite (Outlook, Excel, PowerPoint)
• Familiarity with Salesforce.com or comparable CRM is encouraged

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

About BTIG:

BTIG is a global financial services firm specializing in institutional trading, investment banking, research and related brokerage services. With an extensive global footprint and more than 600 employees, BTIG, LLC and its affiliates operate out of 18 cities throughout the U.S., and in Europe, Asia and Australia. BTIG offers execution, expertise and insights for equities, equity derivatives, ETFs and fixed income, currency and commodities (futures, commodities, foreign exchange, interest rates, credit, and convertible and preferred securities). The firm’s core capabilities include global execution, portfolio, electronic and outsource trading, transition management, investment banking, prime brokerage, capital introduction, corporate access, research and strategy, commission management and more. https://www.btig.com/Disclosures.aspx
 
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, or disability status. BTIG is an equal opportunity employer Minorities/Females/People with Disabilities/Protected Veterans/Sexual Orientation/Gender Identity.

Compensation: 

  • BTIG offers a competitive compensation and benefits package. 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 $90,000 - $125,000 per year. Please note that certain positions are eligible for additional forms of compensation such as discretionary bonus or overtime. 

Disclaimer: https://www.btig.com/disclaimer.aspx

Top Skills

Salesforce
The Company
Boston, MA
704 Employees
On-site Workplace

What We Do

BTIG is a global financial services firm specializing in institutional trading, investment banking, research and related brokerage services. Located throughout the U.S., and in Europe, Asia and Australia, our professionals leverage their expertise to service clients at every stage of the investment lifecycle. Fueled by our passion to help maximize results for our institutional and corporate clients, BTIG offers personalized multi-asset class execution, expertise and insights worldwide across equities, equity derivatives, ETFs, fixed income, futures, commodities, foreign exchange, interest rates, credit, and convertible and preferred securities. The firm’s core capabilities include global sales, portfolio, electronic and outsource trading, transition management, investment banking, prime brokerage, capital introduction, corporate access, research and strategy, commission management and more.

With a team of seasoned industry experts, BTIG provides end-to-end solutions for a diverse global client base. As we look to unlock value and propel growth for clients, we are consistently capturing market share year after year. Committed to excellence, we are proud of our rich history of designing solutions that help our clients achieve their objectives.

For more information about BTIG, please visit www.btig.com.

Member of FINRA and SIPC.

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