Analyst, Financial Institutions Group (FIG), Team Alliance
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).
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.
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