Analyst, FIG/BSS, Team Alliance

Description

About Us: 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 insight—not impulse. Our work is focused on long-term impact and relationships built on what matters most: trust and enduring performance.

About the Position: Performance Trust Capital Partners is seeking an Analyst to join our Financial Institutions Group (FIG) / Balance Sheet Strategy (BSS) sales team. We are pursuing candidates with strong quantitative and problem-solving abilities to be an integral member of the group. We specialize in highly analytical methodologies to help clients understand risk/reward alternatives in constructing their fixed income investment portfolios and managing their balance sheets to achieve high-value strategic goals.

Our core clients include community and middle market banks, credit unions, insurance companies and other institutional investors. Our professionals use proprietary tools based on the application of quantitative cash flow math to source and place fixed income securities, capital markets transactions, loans, and other select products with our clients. Our mission is to significantly enhance the performance of our clients’ bottom-line results and long-term enterprise value.

This role is designed to give exposure to consultative financial sales and provide long-term career opportunities to successful candidates with an interest in institutional sales. This role will be based in our Chicago office, and you will be expected to work fully onsite (5 days in the office).

Please Note: While we love connecting with curious candidates, we want to be transparent that informal conversations with our team do not factor into hiring decisions. The best way to move forward is to apply directly as we review every application carefully.

Specifically, this individual will be responsible for the following:

Acquire a working, technical knowledge of fixed income products, investment portfolio and balance sheet strategy, technology resources and the firm’s operating model

Understand the inter-connected, collaborative roles of our sales, trading and analytics organizations to address client interests

Research, compile and present data aimed at improving client outcomes, trading efficiency, sales effectiveness, and business intelligence

Using our proprietary financial model, forecast institutions’ balance sheet and income statement across a range of potential scenarios

Frame and integrate findings into coherent presentations, identifying trends, action steps and investment considerations for clients

Evaluate the potential viability of new product opportunities and the means to effectively deploy resources to develop and launch those initiatives

Develop selling, trading, and analysis skills appropriate to your individual talents and interests

Requirements

We are seeking candidates with the following qualifications:

Bachelor’s degree preferably in a quantitative discipline, e.g., mathematics, finance, economics, engineering, computer science and/or statistics

High proficiency in Microsoft Office, especially Excel and PowerPoint. Must quickly gain understanding of Bloomberg and proprietary research applications

Evidence of structured thinking, problem solving and multi-tasking

Strong task execution skills with ability to prioritize and adjust work load as required.

Self-motivated, strong work ethic and ability to work under pressure

Exceptional written and oral communications skills

Enthusiasm and curiosity for the financial markets

Strong interpersonal and teamwork skills

License Requirement(s): Active FINRA SIE, Series 7, and 63 or ability to obtain licenses within 120 days of hire date

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 $75,000 - 90,000. 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.

For Recruitment Agencies: As our recruitment is primarily handled in-house, we work only occasionally with external agencies, and only those on our existing, pre-approved vendor list. At this time, we are not reviewing or expanding that list. Unsolicited agency resumes, emails or other channels of outreach will not be reviewed. Unsolicited resumes or submissions from external agencies not authorized by our Talent Acquisition team will be considered direct candidate applications. As such, Performance Trust will not assume responsibility for any placement fees associated with these submissions.

Outreach to individual employees outside this process will result in permanent removal from consideration for any future approved vendor relationship.

• Bachelor’s degree in quantitative discipline; proficiency in Excel, PowerPoint, and ability to learn Bloomberg and proprietary tools
• Strong problem-solving, multitasking, communication, and teamwork skills; self-motivated with ability to work under pressure
• Active FINRA SIE, Series 7, and 63 licenses or ability to obtain within 120 days; U.S. work authorization without sponsorship