Analyst, FIG/BSS: Fixed Income & Balance Sheet Insights

Performance Trust; Chicago (IL); On-site; USD 75,000 - 90,000; Full time

Benefits offered by this job

Health Insurance

Employee Stock Ownership Plan

Transit & Parking Benefits

Mental Health Support

Vacation/Personal Days

Bonus potential

Job summary

Performance Trust Capital Partners, LLC, based in Chicago, seeks an Analyst to join the FIG/BSS sales team. You will apply quantitative methodologies to help clients optimize fixed income portfolios and balance sheets, working onsite in Chicago with a focus on long‑term impact and institutional relationships.

The role emphasizes technical product knowledge, collaboration with sales, trading and analytics, and the ability to forecast balance sheets under various scenarios.

Qualifications

• Bachelor’s degree in a quantitative discipline; strong analytical abilities.
• High proficiency in MS Office; ability to quickly learn Bloomberg and firm research apps.
• Evidence of structured thinking, problem solving and multi-tasking.

Responsibilities

• Acquire working knowledge of fixed income products, portfolio construction, and balance sheet strategy.
• Collaborate with sales, trading and analytics to address client interests.
• Analyze data to improve client outcomes, trading efficiency and sales effectiveness.
• Forecast institutions' balance sheet and income statements under multiple scenarios using proprietary models.
• Present findings clearly, identify trends and investment considerations for clients.
• Evaluate new product opportunities and resource deployment initiatives.
• Develop selling, trading and analytical skills aligned with interests.

Skills

Quantitative analysis

Problem solving

Excel

PowerPoint

Bloomberg Terminal

Written and verbal communication

Team collaboration

Education

Bachelor’s degree in a quantitative field (math/finance/economics/engineering/computer science/statistics)

Tools

Bloomberg Terminal

Job description

Performance Trust Capital Partners, LLC, based in Chicago, seeks an Analyst to join the FIG/BSS sales team. You will apply quantitative methodologies to help clients optimize fixed income portfolios and balance sheets, working onsite in Chicago with a focus on long‑term impact and institutional relationships.

The role emphasizes technical product knowledge, collaboration with sales, trading and analytics, and the ability to forecast balance sheets under various scenarios.