Investment Banking Senior Analyst
2 weeks ago
Position Overview
Performance Trust Capital Partners is in search of a Senior Analyst to join our Investment Banking division. We are looking for candidates with exceptional quantitative and analytical abilities to play a crucial role within our deal teams. This position offers the chance to collaborate closely with experienced bankers, engaging in transaction execution and advisory projects for our clients. The selected candidate will gain valuable insights into client interactions and the overall deal process.
Location
While Charlotte is preferred, we are also open to candidates who can work on-site in Chicago.
Key Responsibilities
- Collaborate with senior banking professionals across various regions.
- Develop and manage intricate financial models.
- Analyze current industry trends and market conditions.
- Conduct thorough due diligence for prospective transactions.
- Create pitch books and presentations for client engagements.
- Organize and facilitate drafting sessions and roadshow presentations.
- Engage with clients during meetings and throughout live transactions.
About the Firm
Founded in 1994 and headquartered in Chicago, Performance Trust Capital Partners is a privately owned institutional fixed income broker/dealer, investment advisory, and asset management firm with a workforce exceeding 370 employees. Our primary mission is to assist institutional investment professionals and financial decision-makers in understanding and applying a disciplined analytical framework to assess potential risks and rewards associated with complex fixed income securities. Our experts utilize proprietary portfolio management tools and methodologies grounded in bond mathematics to identify securities that align with sound investment strategies and optimize returns. Additionally, we provide advisory services to bank CEOs and Boards regarding capital structure, mergers and acquisitions, and balance sheet decision-making to enhance enterprise value and shareholder wealth. We champion intellectual honesty, curiosity, evidence-based debate, and critical thinking, which we believe foster a superior investment approach compared to conventional wisdom and imprecise conjecture that can lead to underperformance. Our organizational culture is built on four core values: Integrity, Excellence, Teamwork, and Results.
Qualifications
- Bachelor's degree with exemplary academic performance reflecting strong analytical and quantitative skills.
- One to four years of experience in a client-facing or professional services environment, ideally within the financial services sector, with exposure to depository institutions.
- A proactive learner with a genuine interest in the investment banking field.
- Excellent verbal and written communication skills, capable of conveying complex concepts in a clear and concise manner.
- Strong interpersonal skills, with the ability to collaborate effectively with a diverse range of clients and colleagues.
- A motivated team player.
- An entrepreneurial self-starter who takes initiative in developing their skill set and generating ideas to enhance the firm's deliverables.
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