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PEI Global Partners · 3 months ago

Investment Banking Associate

Tampa, FL

Full-time

Onsite

Mid Level

PEI Global Partners is a newly-formed independent investment banking advisory firm focusing on strategic advisory in the Power, Energy, and Infrastructure sectors. The role involves supporting client transactions, analyzing financial data, preparing presentations, and maintaining client relations during deal execution.

AdviceBankingFinancial Services

H1B Sponsor Likely

Responsibilities

Work with senior banking officers and professionals and participate in client transactions projects or assignments as a junior member of the Investment Banking team

Responsible for analyzing and building sophisticated financial data and models used in client proposals and strategic plans

Prepare presentations, valuation materials and statistical exhibits for pitches and live deals

Evaluate company’s financial performance compared to overall industry and market trends

Preparing and delivering presentations

Maintain client relations during the deal execution period and build M&A, Debt, & Equity transaction expertise

Qualification

Power/Renewables/Energy sectorAnalytical skillsSeries 79 certificationClient managementSelf-directedCommunication skillsTeam playerWork under pressure

Required

Strong interest in the Power/Renewables/Energy sector

Clear and concise written and verbal communication skills

Excellent analytical skills

Highly motivated, self-directed individual

Strong client management and interpersonal skills

Ability to work under pressure in a rapidly changing environment in order to meet deadlines

Team player and ability to work independently as well

Series 79 or willing to obtain within 5/6 months of hire

Company

PEI Global Partners

PEI Global Partners is an investment bank that specialises in power, energy, financial advice, and infrastructure transactions.

Founded in 2022

New York, New York, USA

11-50 employees

https://peigp.com

H1B Sponsorship

PEI Global Partners has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (3)

2024 (5)

2023 (2)

2022 (3)

Funding

Current Stage

Early Stage

Leadership Team

John V. Bills, CFA

Partner

Kevin Phillips

Managing Partner

Recent News

PR Newswire

Advanced Power Closes Sale of Rock Rose Energy Storage

2025-10-09

EIN Presswire

Advanced Power Announces Sale of Rock Rose Energy Storage

2025-10-09

altenergymag.com

Nexamp Secures $350 Million from Macquarie Asset Management and a Development Facility from Nomura for its Utility-Scale Solar and Storage Assets

2025-09-17

Company data provided by crunchbase