Website TechInnovateAI TechInnovate
Building Intelligent Futures
Job Description
About the Role
Join our Institutional Banking division as a Financial Analyst focused on portfolio analysis and client reporting. You’ll work with top financial institutions.
Responsibilities
- Analyze quarterly performance of $10B+ institutional portfolios
- Develop investment strategy recommendations for senior leadership
- Prepare executive-level presentations for major clients
- Monitor economic indicators to guide strategic decision making
- Partner with risk management teams on portfolio stress tests
- Conduct due diligence analysis for potential investment opportunities
- Automate financial modeling processes using Python and VBA
Requirements
- CPA certification or equivalent professional qualifications
- 4+ years experience in institutional finance or consulting
- Advanced proficiency in Excel & financial modeling tools
- Extensive knowledge of fixed income and equity markets
- Strong communication skills with senior leadership experience
- Detail-oriented mindset with ability to juggle multiple projects
Benefits
- Competitive compensation + quarterly performance bonuses
- Comprehensive healthcare + dental + 401(k) matching
- Annual conference attendance + professional training budget
- Hybrid work environment with flexible schedule options
- Ongoing mentorship & leadership development programs
- 12 weeks parental leave for new parents
About the Company
PremierTrust Bank has been a leader in commercial banking since 1974, prioritizing client partnerships and financial innovation across 32 states. Our team culture emphasizes continuous learning and excellence.
Job ID: financial-analyst—institutional-banking-ZVZFT
