Prime Brokerage Transition Team, Analyst

Company: BTIG
Location: New York
Posted on: March 3, 2025

Job Description:

Job Purpose:The Prime Brokerage Transition Team seeks an Analyst to in the New York Office. This team navigates prospective and existing clients through the onboarding process. The ideal candidate coordinates with clients to obtain all required documentation and information needed to transition onto the Prime Brokerage platform. The Team manages various processes revolving around a client's funding date, including introductions to BTIG coverage, technology integrations and custodial requests.Duties and Responsibilities:

• Coordinate directly with new, existing and prospective Prime Brokerage clients
• Collect appropriate due diligence and "Know Your Customer" information
• Facilitate processes involving various BTIG divisions, including, but not limited to, Compliance, Legal, Operations and Trading
• Work with Custodians to ensure procedures and requirements are met on an ongoing basis
• Maintain data and statistics on active Prime Brokerage Clients on a daily, weekly, monthly and yearly scale for internal business development purposes
• Assist Management with any migration, conversion and onboarding related items as the Prime Brokerage offering expands
• Support Prime Brokerage Operations, Sales and Relationship Managers with account inquiries to keep client files current and up to dateRequirements and Qualifications:
  • College graduate or relevant work experience
  • Proficient in Microsoft Office Programs (i.e. Excel, Word, Outlook)
  • Desire to be part of a team
  • Strong attention to detail
  • Self-starter with proven personal examples
  • Ability to multitask and prioritize situations
  • Excellent organizational and follow-up skills
  • Professional demeanor
  • Personable
  • Series 7 and 63 licenses necessary but not required immediatelyImportant 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 successfulAbout 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.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 $80,000 - $100,000 per year. Please note that certain positions are eligible for additional forms of compensation such as discretionary bonus or overtime.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.
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Keywords: BTIG, New York , Prime Brokerage Transition Team, Analyst, Professions , New York, New York