Trading Analyst

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

Benefits offered by this job

Medical, Dental & Vision Insurance

Vacation/Personal Days + Holidays

Employee Stock Ownership Plan

Discounted Fitness Memberships

Mental Health Support

Job summary

Performance Trust in Chicago is seeking an analyst for their trade desk. This integral role requires strong analytical, problem-solving, and collaboration skills. Candidates should have a quantitative degree and proficiency in Excel.

The position offers operational exposure leading to trading opportunities, as well as comprehensive health coverage and wellness benefits. The compensation range is $75,000-$90,000 plus performance-based bonuses, reflecting the skills and experience of selected individuals.

Qualifications

• Bachelor's degree preferably in mathematics, finance, economics, engineering, computer science, or statistics.
• Strong attention to detail and process under deadlines.
• Excellent verbal and written communication skills.
• Ability to manipulate, interpret and communicate large datasets.

Responsibilities

• Acquire knowledge of fixed income products and investment strategy.
• Help distribute and execute bond auctions and marketing materials.
• Maintain intraday line item specific P&L and reporting.
• Communicate effectively with salespeople and traders.

Skills

Analytical skills

Problem-solving

Collaboration

Attention to detail

Communication skills

Proficiency in Excel

Systematic thinking

Programming skills

Education

Bachelor's degree in quantitative discipline

Tools

Excel

Yieldbook

Bloomberg

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 their trade desk. We are pursuing candidates with strong analytical, problem solving and collaboration skills to be an integral member of our team. Our clients include community and middle‑market banks, insurance companies and credit unions, money managers and hedge funds. Our professionals use proprietary portfolio management tools based on the application of bond mathematics to help clients acquire securities that will meet their investment portfolio’s strategic objectives and maximize returns. This role will get operational exposure and is a path to a trading position.

Please Note: While we love connecting with curious candidates, we want to be transparent that informal conversations with our team do not factor into hiring decisions. The best way to move forward is to apply directly as we review every application carefully.

Responsibilities

• Acquire a working, technical knowledge of fixed income products and investment portfolio strategy
• Help distribute and execute bondauctions, inventory, marketing materials, and research pieces
• Maintain and optimize intraday line item specific P&L and reporting
• Keep diligent records of internal transactions and market data
• Develop and maintain relationships with street participants, customers, and salespersons
• Develop expertise in third party analytics software including Yieldbook, CPRCDR, and Bloomberg to support risk analytics, marketing materials, and esoteric projects
• Communicate effectively and promptly with salespeople and traders
• Miscellaneous projects for the Trade Desk as needed
• Input trades into ticketing system in a timely manner per strict industry rules and regulations without sacrificing accuracy of the ticket information.

Requirements

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
• Strong attention to detail and process, particularly when under the pressure of deadlines
• Excellent verbal and written communication skills
• Ability to work without direction and follow through on given tasks
• Ability to manipulate, interpret and communicate large datasets
• Proficiency in Excel
• Ability to think systematically and quantitatively
• Ability to apply technology and/or quantitative skills to solve complex trading problems
• Experience with programming, scripting, and/or statistical software?
• License Requirements: FINRA SIE and Series 7, 63 or the 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.

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.