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.
#J-18808-Ljbffr
Keywords: BTIG, New York , Prime Brokerage Transition Team, Analyst, Professions , New York, New York
Didn't find what you're looking for? Search again!
Loading more jobs...