Job Purpose:

BTIG seeks a Transition Analyst to join the Prime Brokerage team in New York. The Prime Brokerage Transition Team navigates prospective and existing clients through the account opening and onboarding process. The Team coordinates directly with clients to obtain all required documentation and information needed to transition onto the Prime Brokerage platform. Upon account opening, the Team manages various processes revolving around the client’s anticipated go-live date, including team introductions, the initial build, test and roll out of technology and custodial requests.

Duties & 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, Trading and TradeSave
  • Work with Clearing Agents and Custodians to ensure internal and external processes and procedures 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 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 in order to keep client files current and up to date

Requirements & Qualifications:

  • College graduate or relevant work experience
  • Proficient in Microsoft Office Programs (i.e. Excel, Word, Outlook)
  • Desire to be part of a team
  • Self-starter with proven personal examples
  • Ability to multitask and prioritize situations 
  • Excellent organizational and follow-up skills
  • Strong attention to detail
  • Professional demeanor
  • Personable
  • Series 7 and 63 licenses preferred but not required

Compensation: 

  • BTIG offers competitive compensation and is required by law to include an estimate of the salary range for each role. 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 base salary range for this role is $70,000 - $85,000 per year. Please note that certain positions are eligible for additional forms of compensation such as discretionary bonus. 

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 750 employees, BTIG, LLC and its affiliates operate out of 23 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, 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.
 
Disclaimer: https://www.btig.com/disclaimer.aspx

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