Financial Services / Banking
The banking team works with positions both vertically and horizontally within a banking organization.
- On the Retail front
PEI expertise is inclusive of branch management, to regional management, to mortgage lending, to indirect lending. - In the Trust world
PEI areas of focus include employee benefits, personal trust, corporate/institutional trust; both in sales roles and in administration roles. - As for Commercial Lending
PEI works in opportunities of small business, middle market, corporate, international, leasing, cash management, public funds, credit analysis, and credit management. - On the Administration side
PEI concentration is in positions such as CEO, president, Chief Credit Officer, CFO, and others.
Recent Successful Searches:
- Commercial Lending Manager
- Mid-Market Commercial Lender
- Mortgage Lending Manager
- Manager of Commercial Loan Work Out
Recent Searches Include:
- Small Business Lender
- Senior Financial Advisor
- Producing Mortgage Sales Manager
- Community Bank President
- CFO
- Risk Manager (running audit, loan review, and portfolio modeling)
Investment Banking and Private Equity
In the Investment Banking world, from analyst to MD, whether the required product expertise is in M&A or LBOs, or the required industry knowledge is technology or industrials, our financial services team has the ability to find the right fit for your organization. Our financial services team also has a substantial presence in the Private Equity arena.
Recent Searches:
- Sr. Managing Director of Investment Banking - Generalist
- Managing Director - Healthcare
- Vice President of Investment Banking - Generalist
- Private Equity Associate - Real Estate
- Private Equity Associate - Consumer Products, Business Services
- Investment Banking Jr. Associate - Biotechnology
- Investment Banking Analyst - Technology
