Careers at PCE

About the Role

The Managing Director or Director at PCE is responsible for the origination, generation and execution of signed Investment Banking engagements from prospect identification through to client transaction closing.

Responsibilities

• Oversee creation of client Confidential Information Memorandum marketing materials, financial models, execution of transactions as well as assistance with prospect and referral source marketing materials.
• Negotiate terms and structures of transactions.
• Oversee the day-to-day activities of all PCE professionals and third-party service providers related to a given engagement.
• Maintain open and accurate communication with all parties involved in the transaction.
• Review, edit, and upgrade the quality, accuracy and appropriateness of analyses performed by the deal team.
• Maintain primary contact with the client.
• Work collaboratively with other Managing Directors and Directors on transactions.
• Sell PCE’s investment banking, valuation and ESOP services to potential clients and referral sources.
• Establish and improve the image and knowledge of PCE within the business community.
• Develop and mentor colleagues.
• Establish a network of referral sources and company relationships that will generate revenues.
• Market self and PCE services to clients, prospects, and referral sources.
• Supervise deal teams throughout the life of the deal.
• Facilitate clear communication among all parties involved in the transaction.
• Direct deal teams in creating client “pitch-books” and other marketing collateral as needed.
• Identify local and nationwide potential business prospects for investment banking transactions.
• Develop marketing/calling strategy to PCE referral sources and prospective clients.
• Perform additional research and analysis of clients’ financial and operational performance.
• Maintain a high profile in the community to promote and enhance the visibility, reputation, and image of PCE.
• Attend PCE professional meetings to ensure clear communication regarding assignments, deadlines, status, priorities, and other job-related issues.

Qualifications

• Strong knowledge of standard accounting practices, financial principles and statements, and valuation methods.
• Exceptional verbal and written communication skills.
• Intellectual thinking skills.
• Public speaking and effective presentation skills.
• Ability to build and maintain sophisticated client relationships.
• Strong computer skills.
• Must possess diplomacy, good judgment, integrity, flexibility, drive and professionalism.
• Must be able to work independently and demonstrate a collaborative style.
• Must have ability to manage multiple priorities and projects at one time.
• Organizational, prioritization, follow-through, financial analysis, and analytical problem-solving skills required.
• Strong background in a particular sector with meaningful deal experience.
• Open to candidates with an investment banking and/or corporate background.

Required Skills

• Ability to market self and PCE services to clients, prospects, and referral sources.
• Strong knowledge of financial analysis and modeling.

Preferred Skills

• Experience in industry-specific marketing efforts, speaking engagements, sponsorships, and other relevant activities.

Equal Opportunity Statement

PCE is committed to diversity and inclusivity in the workplace and encourages applications from all qualified individuals.

Overview

PCE, a nationally recognized financial services firm, is on the lookout for a talented individual to help keep our operations humming and our team connected. If you’re an organizational whiz who thrives in a fast-paced, collaborative environment, this is your opportunity to make a real impact.

What You’ll Do

Human Resources

• Serve as the single point of contact for all HR-related matters for employees and leadership.
• Manage full-cycle recruiting (post roles, screen candidates, schedule interviews, coordinate offers, and support onboarding)
• Maintain employee records and HRIS data (personnel files, benefits, compliance documentation)
• Administer benefits, payroll support, and PTO/leave tracking
• Support performance management processes and employee reviews
• Ensure compliance with labor laws and firm policies
• Draft and maintain HR policies, offer letters, and employee communications
• Handle employee relations issues, questions, and conflict resolution
• Develop and coordinate training programs and employee engagement initiatives
• Prepare basic HR reporting and analytics (headcount, turnover, etc.)
• Minimum 5+ years of HR and administrative experience
• Excellent written and verbal communication and interpersonal skills
• Creative, analytical thinking and strong attention to detail
• Exceptional organizational, scheduling, and time management skills
• A collaborative, can-do attitude with a sense of urgency to get things done
• Proficiency with Salesforce and Microsoft Office
• Ability to thrive in a fast-paced, team-oriented environment
• 8 weeks PTO per year
• Hybrid work option (2 remote days/week after 6 months)
• Paid training & development
• 401(k) with employer contribution
• Health & life insurance with employer contributions

Administrative Support

• Provide administrative support to leadership (calendar coordination, meeting preparation)
• Manage office operations (supplies, vendors, facilities coordination)
• Coordinate internal meetings, events, and travel logistics
• Prepare reports, presentations, and internal communications
• Handle document management, filing systems, and confidentiality protocols
• Support expense reporting and basic operational workflows
• Serve as a central communication hub across departments

What You Bring to the Table

• Minimum 5+ years of HR and administrative experience
• Excellent written and verbal communication and interpersonal skills
• Creative, analytical thinking and strong attention to detail
• Exceptional organizational, scheduling, and time management skills
• A collaborative, can-do attitude with a sense of urgency to get things done
• Proficiency with Salesforce and Microsoft Office
• Ability to thrive in a fast-paced, team-oriented environment
• 8 weeks PTO per year
• Hybrid work option (2 remote days/week after 6 months)
• Paid training & development
• 401(k) with employer contribution
• Health & life insurance with employer contributions

What’s In It for You

• 8 weeks PTO per year
• Hybrid work option (2 remote days/week after 6 months)
• Paid training & development
• 401(k) with employer contribution
• Health & life insurance with employer contributions

Why PCE?

At PCE, we win together. With offices in Atlanta, Chicago, Denver, New York, and Orlando, we deliver best-in-class M&A, valuation, and advisory services to middle-market companies. We’re not just about numbers, we’re about relationships. When you grow, we grow.

Apply Now

If you’re driven, detail-oriented, and excited to join a company that walks the talk when it comes to professional growth and work-life balance, we want to meet you. Let’s build something great together.