Administrative Assistant - FIG Investment Banking

Administrative Assistant

Headquartered in Chicago, Performance Trust Capital Partners, LLC is an investment bank that combines Wall Street scale with the agility of an independent, employee-owned firm. We help financial institutions uncover overlooked opportunities, navigate complexity, and make decisions grounded in insightnot impulse. Our work is focused on long-term impact and relationships built on what matters most: trust and enduring performance.

Performance Trust Capital Partners is seeking a talented and driven Administrative Assistant to join our Financial Institutions Group (FIG) Administrative team, with a dedicated focus on our Investment Banking practice. This is a high-impact role for a detail-oriented professional who thrives in a fast-paced, team-first environment and is eager to grow alongside a best-in-class banking team. The ideal candidate is a proactive problem-solver with exceptional organizational instincts, strong communication skills, and the ability to manage competing priorities with poise.

Specifically, this individual will be responsible for the following:

Investment Banking Support (50%)

• Create, update, and maintain Word documents, PDFs, and Excel files with a high degree of accuracy and professionalism
• Manage and maintain data within the client relationship management (CRM) system, ensuring information is current and actionable
• Circulate regular Investment Banking Team updates, including pipeline changes and PT Education Events
• Provide comprehensive administrative support to senior bankers, including calendar management and day-to-day operational tasks
• Partner with the Finance Team to approve, create, and track invoices
• Enter and maintain data within the IB Commissions Portal
• Support Data Room setup and ongoing management for active transactions
• Draft internal and external deal announcements and tombstones for announced transactions
• Take a lead role in business planning and organizational support for the banking team, helping hold senior members accountable to goals and objectives
• Maintain an inventory of commonly used business resources and manage replenishment as needed
• Develop and maintain an IB-specific extension of the FIG HUB
• Provide ad hoc project support across the IB department as needed

FIG Administrative Support (50%)

• Serve as a primary point of contact for multiple department leaders, managing correspondence and ensuring clear, professional communication across internal and external stakeholders
• Coordinate complex schedules, organize meetings, and support optimal time management for senior leaders
• Plan and execute internal and external events from logistics to on-site execution that advance the organization's goals and culture
• Manage all aspects of business travel, including itinerary planning, accommodations, and logistical coordination
• Respond effectively to urgent or time-sensitive situations, implementing contingency plans and maintaining communication to ensure business continuity
• Collaborate with the broader FIG Administrative team on strategic initiatives and cross-functional projects
• Facilitate communication and coordination across IB and FIG to create a seamless, consistent support experience

Requirements

We are seeking candidates with the following qualifications:

• Bachelor's degree required
• 35 years of relevant administrative experience, preferably in a professional office environment such as financial services, consulting, or a similarly fast-paced industry
• Exceptional organizational skills with a demonstrated ability to manage multiple priorities and meet deadlines
• Strong written and verbal communication skills, with the ability to interact professionally with team members, senior leaders, and external clients across multiple offices
• Advanced proficiency in Microsoft Excel, PowerPoint, and Word
• Experience with CRM platforms and document management systems is a plus
• Meticulous attention to detail and a commitment to delivering high-quality work
• A collaborative, solutions-oriented mindset and a strong sense of ownership
• Discretion and professionalism in handling confidential information
• Candidates must be eligible to work permanently in the United States without sponsorship.

Featured Benefits

Health Coverage

• Medical, Dental & Vision Insurance (administered through a national carrier such as Blue Cross Blue Shields)
• Prescription Drug Plans
• Pre-Tax Flexible Spending Account (Health and Dependent Care) (FSA)
• Health Savings Account (HSA)

Time Off & Work-Life Benefits

• Vacation/Personal Days + Holidays
• Financial & Income Protection Benefits
• PT Retirement
• Mission-Driven Employee Stock Ownership Plan
• Voluntary Life Insurance + Long-Term Disability Insurance

Wellness & Everyday Support

• Discounted Fitness Memberships (Free membership for Chicago office)
• Pre-Tax Commuter Benefits Transit & Parking
• Mental Health support through company provided Employee Assistance Program
• Employee recognition programs (PT Rewards and Annual Awards)

Compensation: The base salary range for this position is $70,000-$85,000. This is an estimated range based on the circumstances at the time of posting, however, may change based on a combination of factors, including but not limited to skills, experience, education, market factors, geographical location, budget, and demand. This position is also eligible for a bonus component that would be dependent on pre-defined performance factors. All compensation determinations are based on the skills and experience required for the position and commensurate with experience of selected individuals, which may vary above and below the stated amounts.