Hybrid Analyst, Enterprise Shape Management Operations at Performance Trust Capital Partners, LLC

About Us: 

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.

Performance Trust Capital Partners is seeking an Enterprise Shape Management Operations Analyst to join our Central Insights & Analytics (CIA) team. With a strong focus on bank balance sheet analysis and fixed income portfolio management, the CIA team is responsible for a framework and process for decision-making supported by tools, resources, and expertise, which enables our customers to understand, embrace, and take action. ESM Analysts work with our bank and credit union clients to optimize their interest rate risk strategies to help create value. The Analyst will handle large amounts of data efficiently and develop tools to streamline and optimize processes. 

• Ideally, one year of experience in a related role.
• Expert proficiency in Microsoft Office Suite (Excel, PowerPoint, etc.).
• Beginner-level development skills in Python, SQL, or other programming languages.
• Willingness to obtain SIE and Series 99 certifications.
• Preferably based in Chicago, IL

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)