Fixed Income & Balance Sheet Analyst

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

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