Job Description
Description:
Performance Trust Capital Partners is seeking a Senior Analyst or Associate for our Investment Banking team. We are pursuing candidates with strong quantitative and analytical skills to be an integral member of deal teams. This is an opportunity to work closely with senior bankers in our Charlotte, Chicago, or Atlanta office, executing transactions and advisory assignments on behalf of the firm’s clients. The individual in this role will gain exposure to clients and the deal process.
The Job
• Work closely with senior banker members across geographical regions
• Build and maintain complex financial models
• Research current industry trends
• Conduct due diligence for potential transactions
• Prepare pitch books and presentations for client meetings
• Organize and prepare drafting sessions and road show presentations
• Interact with clients in meetings and throughout live transactions
Requirements:
• Bachelor’s degree with outstanding academic performance that demonstrates strong analytical background and quantitative skills
• three to six years of experience in a professional services/client-facing environment, preferably in the financial services sector, preferably with depository institution exposure
• A quick learner who has a keen interest in the investment banking business
• Strong verbal and written communication skills, with an ability to articulate complex concepts clearly and concisely
• Possess strong interpersonal skills and the ability to work effectively with a wide range of clients and colleagues
• Enthusiastic team player
• Entrepreneurial self-starter who takes the initiative to develop his or her own skill set and generate ideas to continuously improve the firm’s work products
The Firm
Headquartered in Chicago, Performance Trust Capital Partners was founded in 1++4. We are a privately held institutional fixed income broker/dealer, investment advisory and asset management firm with over 370 employees. Our core business was established to help institutional investment professionals and other financial decision-makers understand and apply a disciplined analytical framework to evaluate potential risks and rewards embedded in complicated fixed income securities. Our professionals use proprietary portfolio management tools and methodologies based on bond mathematics to help source securities for our clients that support sound investment strategy and maximize returns. We also advise bank CEOs and Boards on matters of capital structure, M&A and balance sheet decision-making to increase their enterprise value and shareholder wealth. We are avid proponents of intellectual honesty, intellectual curiosity, evidence-based debate and critical thinking that, we believe, produces an investment approach superior to the conventional wisdom and imprecise conjecture that often causes investors to underperform. Our culture is grounded on four attributes: Integrity, Excellence, Teamwork and Results.
Performance Trust Capital Partners is seeking a Senior Analyst or Associate for our Investment Banking team. We are pursuing candidates with strong quantitative and analytical skills to be an integral member of deal teams. This is an opportunity to work closely with senior bankers in our Charlotte, Chicago, or Atlanta office, executing transactions and advisory assignments on behalf of the firm’s clients. The individual in this role will gain exposure to clients and the deal process.
The Job
• Work closely with senior banker members across geographical regions
• Build and maintain complex financial models
• Research current industry trends
• Conduct due diligence for potential transactions
• Prepare pitch books and presentations for client meetings
• Organize and prepare drafting sessions and road show presentations
• Interact with clients in meetings and throughout live transactions
Requirements:
• Bachelor’s degree with outstanding academic performance that demonstrates strong analytical background and quantitative skills
• three to six years of experience in a professional services/client-facing environment, preferably in the financial services sector, preferably with depository institution exposure
• A quick learner who has a keen interest in the investment banking business
• Strong verbal and written communication skills, with an ability to articulate complex concepts clearly and concisely
• Possess strong interpersonal skills and the ability to work effectively with a wide range of clients and colleagues
• Enthusiastic team player
• Entrepreneurial self-starter who takes the initiative to develop his or her own skill set and generate ideas to continuously improve the firm’s work products
The Firm
Headquartered in Chicago, Performance Trust Capital Partners was founded in 1++4. We are a privately held institutional fixed income broker/dealer, investment advisory and asset management firm with over 370 employees. Our core business was established to help institutional investment professionals and other financial decision-makers understand and apply a disciplined analytical framework to evaluate potential risks and rewards embedded in complicated fixed income securities. Our professionals use proprietary portfolio management tools and methodologies based on bond mathematics to help source securities for our clients that support sound investment strategy and maximize returns. We also advise bank CEOs and Boards on matters of capital structure, M&A and balance sheet decision-making to increase their enterprise value and shareholder wealth. We are avid proponents of intellectual honesty, intellectual curiosity, evidence-based debate and critical thinking that, we believe, produces an investment approach superior to the conventional wisdom and imprecise conjecture that often causes investors to underperform. Our culture is grounded on four attributes: Integrity, Excellence, Teamwork and Results.
💡 Quick Summary
Seeking a career-building opportunity? The Investment Banking Senior Analyst/Associate - Charlotte/Chicago/Atlanta position is now open for candidates interested in the Bank Jobs sector. This role in Chicago offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
