Hybrid Assistant to Partner (Financial Institutional Group) at Performance Trust Capital Partners, LLC

Headquartered in Chicago, Performance Trust Capital Partners, LLC is an institutional fixed income broker/dealer, specializing in highly analytical, performance driven strategies. Our core clients include community and middle-market banks, credit unions, and insurance companies. Our unique and customized approach to strategic advisory, mergers and acquisitions, and balance sheet solutions provides financial institutions the confidence to manage the full lifecycle of their institution, earn their independence, and expand strategic alternatives through enhanced financial performance and good regulatory standing.

About the Position: We are seeking a sharp, driven, and highly organized Assistant to support a Partner. This role is ideal for a high-achieving recent graduate or early-career professional with a strong interest in finance and business operations. While the core responsibilities focus on administrative and scheduling support, this position is intentionally designed as an apprenticeship role, providing a front-row seat to the inner workings of Performance Trust. The right candidate will be given the opportunity to grow into a more substantive professional role after a period of strong performance.

This individual will be responsible for the following:

• Manage and prioritize an active calendar of meetings, calls, and travel
• Coordinate internal and external communications on behalf of the Partner
• Organize meetings, take notes, and ensure timely follow-ups
• Handle travel logistics: itineraries, accommodations, transportation
• Assist with time-sensitive tasks and last-minute problem-solving
• Track deadlines, prepare briefing materials, and maintain task lists
• Handle confidential information with discretion and professionalism
• Assist with personal errands or tasks, as needed

We are seeking candidates with the following qualifications:

• Intellectually curious with a long-term interest in finance, business, or investment banking
• Exceptionally organized and able to manage multiple priorities with poise
• A natural problem-solver who thrives under pressure and can think several steps ahead
• Comfortable interacting with high-level professionals and clients
• Highly reliable, with strong attention to detail and follow-through
• Eager to learn, contribute, and eventually grow beyond the assistant role
• Strong proficiency in Microsoft Office Suite (Word, Excel, Outlook, and PowerPoint) 
• 1-2 years of experience in a corporate or professional setting

Featured Benefits

Medical

Dental

Vision

Health and Wellbeing

Prescription Drug Plans

Voluntary Life Insurance + Long term disability insurance

PT Retirement

Mission Driven Employee Stock Ownership Plan

Stability

Pre-Tax Commuter benefits – Transit & Parking

Lifestyle

Discounted Fitness memberships

Lifestyle Management – Tobacco Cessation & Weight Management

Vacation/Personal Days + Holidays

Pre-tax Flex Spending Account (FSA) and Health Savings Account (HSA)