Analyst Position at Performance Trust Capital PartnersHeadquartered 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.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.Specifically, this individual will be responsible for the following:Acquire a working, technical knowledge of fixed income products and investment portfolio strategyHelp distribute and execute bond auctions, inventory, marketing materials, and research piecesMaintain and optimize intraday line item specific P&L and reportingKeep diligent records of internal transactions and market dataDevelop and maintain relationships with street participants, customers, and salespersonsDevelop expertise in third party analytics software including Yieldbook, CPRCDR, and Bloomberg to support risk analytics, marketing materials, and esoteric projectsCommunicate effectively and promptly with salespeople and tradersMiscellaneous projects for the Trade Desk as neededInput trades into ticketing system in a timely manner per strict industry rules and regulations without sacrificing accuracy of the ticket information.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 statisticsStrong attention to detail and process, particularly when under the pressure of deadlinesExcellent verbal and written communication skillsAbility to work without direction and follow through on given tasksAbility to manipulate, interpret and communicate large datasetsProficiency in ExcelAbility to think systematically and quantitativelyAbility to apply technology and/or quantitative skills to solve complex trading problemsExperience with programming, scripting, and/or statistical softwareLicense Requirements: FINRA SIE and Series 7, 63 or the ability to obtain licenses within 120 days of hire dateCandidates must be eligible to work permanently in the United States without sponsorship.Featured BenefitsHealth CoverageMedical, Dental & Vision Insurance (administered through a national carrier such as Blue Cross Blue Shields)Prescription Drug PlansPre-Tax Flexible Spending Account (Health and Dependent Care) (FSA)Health Savings Account (HSA)Time Off & Work-Life BenefitsVacation/Personal Days + HolidaysFinancial & Income Protection BenefitsPT RetirementMission-Driven Employee Stock Ownership PlanVoluntary Life Insurance + Long-Term Disability InsuranceWellness & Everyday SupportDiscounted Fitness Memberships (Free membership for Chicago office)Pre-Tax Commuter Benefits – Transit & ParkingMental Health support through company provided Employee Assistance ProgramEmployee 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.