Analyst, Fixed Income - Team SUMMIT

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

Benefits offered by this job

Medical, Dental & Vision Insurance

Pre-Tax Flexible Spending Account (FSA

Health Savings Account (HSA)

Vacation/Personal Days + Holidays

Employee Stock Ownership Plan (ESOP)

Long-Term Disability Insurance

Transit & Parking benefits

Mental Health support

Job summary

Performance Trust Capital Partners, LLC, headquartered in Chicago, seeks an Analyst to join Team SUMMIT within the Balance Sheet Strategy/Financial Institutions Group. This on-site Chicago position supports banks, credit unions, and other institutions with fixed income portfolios and balance sheet strategies.

The Analyst will gain exposure to client materials, research, and collaborative work across sales, trading, and analytics, with growth opportunities in selling, trading, and analytics based

Qualifications

• Bachelor’s Degree in a quantitative field such as mathematics, finance, economics, engineering, computer science, or statistics.
• High proficiency in Microsoft Office, especially Excel and PowerPoint.
• Ability to quickly gain an understanding of Bloomberg and proprietary research applications.
• Structured thinking, problem-solving, and multitasking abilities.
• Strong task-execution skills, with the ability to prioritize and adjust workload as required.
• Self-motivated, with a strong work ethic and the ability to work effectively under pressure.
• Exceptional written and oral communication skills.
• Enthusiasm and curiosity for the financial markets.
• Strong interpersonal and teamwork skills.
• License Requirements: Maintain 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.

Responsibilities

• 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 interconnected, collaborative roles of our sales, trading, and analytics organizations in addressing client interests.
• Research, compile, and present data aimed at improving client outcomes, trading efficiency, sales effectiveness, and business intelligence.
• Use proprietary financial models to forecast institutions’ balance sheets and income statements across a range of potential scenarios.
• Frame and integrate findings into clear, coherent presentations that identify trends, action steps, and investment considerations for clients.
• Support the preparation of client analyses, portfolio reviews, market updates, and other materials used by BSS professionals.
• Evaluate the potential viability of new product opportunities and the means to effectively deploy resources to develop and launch those initiatives.
• Collaborate with sales, trading, analytics, banking, and other internal partners to deliver high-quality work product.
• Develop selling, trading, and analysis skills appropriate to your individual talents and interests.

Skills

Analytical mindset

Strong work ethic

Communication skills

Teamwork

Multitasking

Problem solving

Education

Bachelor's degree (quantitative)

Tools

Bloomberg

Microsoft Excel

PowerPoint

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 Team SUMMIT, part of our Balance Sheet Strategy / Financial Institutions Group platform. This role is designed for an analytically minded, highly motivated professional who wants to build a career in institutional financial services. The Analyst will support experienced BSS professionals as they advise community and middle-market banks, credit unions, insurance companies, and other institutional investors on fixed income portfolios, balance sheet strategy, and related financial solutions.

The Analyst will gain exposure to consultative financial sales, portfolio and balance sheet analytics, market research, client materials, and the collaborative work of BSS sales, trading, analytics, and banking teams. Successful candidates will have opportunities to develop their selling, trading, and analytical capabilities based on their individual strengths and interests. This role will be based in our Chicago, Illinois office and will be fully on-site (5 days per week in the office). We are accepting Spring 2026 and Winter 2026 graduation years, as this will be a 2026 hire. Spring/Summer/Winter 2027 graduates are not applicable for this role.

Responsibilities

• 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 interconnected, collaborative roles of our sales, trading, and analytics organizations in addressing client interests.
• Research, compile, and present data aimed at improving client outcomes, trading efficiency, sales effectiveness, and business intelligence.
• Use proprietary financial models to forecast institutions’ balance sheets and income statements across a range of potential scenarios.
• Frame and integrate findings into clear, coherent presentations that identify trends, action steps, and investment considerations for clients.
• Support the preparation of client analyses, portfolio reviews, market updates, and other materials used by BSS professionals.
• Evaluate the potential viability of new product opportunities and the means to effectively deploy resources to develop and launch those initiatives.
• Collaborate with sales, trading, analytics, banking, and other internal partners to deliver high-quality work product.
• Develop selling, trading, and analysis skills appropriate to your individual talents and interests.

Requirements

• Bachelor’s Degree, preferably in a quantitative discipline such as mathematics, finance, economics, engineering, computer science, or statistics.
• High proficiency in Microsoft Office, especially Excel and PowerPoint.
• Ability to quickly gain an understanding of Bloomberg and proprietary research applications.
• Evidence of structured thinking, problem-solving, and multitasking abilities.
• Strong task-execution skills, with the ability to prioritize and adjust workload as required.
• Self-motivated, with a strong work ethic and the ability to work effectively under pressure.
• Exceptional written and oral communication skills.
• Enthusiasm and curiosity for the financial markets.
• Strong interpersonal and teamwork skills.
• License Requirements: Maintain 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.

Health Coverage

• Medical, Dental & Vision Insurance (administered through a national carrier such as Blue Cross and 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 per year. 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.

Salary Description

$75,000-$90,000 per year

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.