Analyst, Financial Institutions Group (FIG) - Team Alliance

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

Benefits offered by this job

Health Coverage

Wellness & Everyday Support

Compensation: base salary + bonus

Job summary

Performance Trust Capital Partners, headquartered in Chicago, seeks an Analyst to join our Financial Institutions Group (FIG) / Balance Sheet Strategy (BSS) sales team. You will apply quantitative methods to assess risk/reward in fixed income portfolios and balance sheet strategies for community banks, credit unions, insurance companies and other institutions.

This onsite role is based in our Chicago office with full time in-office work.

Qualifications

• Bachelor’s degree in mathematics, finance, economics, engineering, computer science or statistics.
• Proficiency in Excel and PowerPoint; Bloomberg familiarity.
• Structured thinking, problem solving and multi-tasking.
• Strong work ethic and ability to work under pressure.
• Excellent written and oral communication and interpersonal skills.

Responsibilities

• Acquire working knowledge of fixed income products and balance sheet strategy.
• Understand the collaboration between sales, trading and analytics to address client needs.
• Research and present data to improve client outcomes, trading efficiency, sales effectiveness, and business intelligence.
• Forecast institutions’ balance sheet and income statement under various scenarios using proprietary models.
• Frame findings into coherent presentations with actionable steps for clients.
• Evaluate potential new product opportunities and resource deployment for initiatives.
• Develop selling, trading, and analytical skills tailored to individual strengths.

Skills

Quantitative analysis

Financial modeling

Excel proficiency

Bloomberg Terminal

Communication skills

Teamwork

Education

Bachelor’s degree in quantitative field

Tools

Bloomberg Terminal

Job 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).

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

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)
• Vacation/Personal Days + Holidays
• 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.