Remote Analytics Associate, Client Insights

Performance Trust Capital Partners; Chicago (IL); On-site; USD 100,000 - 130,000; Full time

Benefits offered by this job

Medical insurance

Dental & Vision coverage

HSA

Vacation days

Employee stock ownership plan

Long-term disability insurance

Fitness discounts

Job summary

Performance Trust Capital Partners in Chicago seeks an Associate for the Client Insights & Analytics team. The role combines financial data analysis with clear communication, turning insights into client-ready content, presentations, and strategic recommendations for banks and credit unions.

The role is remote with frequent collaboration with senior leaders, requires self-direction, excellent written and verbal skills, and readiness to travel for events.

Qualifications

• Bachelor’s degree in finance, economics, statistics, data analytics, or related field preferred.
• 3–5 years of relevant experience in financial services, banking, or data analysis.

Responsibilities

• Transform data into clear, actionable insights for capital allocation.
• Create client-ready content, presentations, and event materials.
• Translate analysis into actionable recommendations for banks and credit unions.

Skills

Data analysis

Financial modeling

Communication skills

Presenting to groups

Self-directed

Interpersonal skills

Education

Bachelor’s degree

Job description

Performance Trust Capital Partners in Chicago seeks an Associate for the Client Insights & Analytics team. The role combines financial data analysis with clear communication, turning insights into client-ready content, presentations, and strategic recommendations for banks and credit unions.

The role is remote with frequent collaboration with senior leaders, requires self-direction, excellent written and verbal skills, and readiness to travel for events.