Analyst, Balance Sheet Strategies (Summer 2026 Hire)

Description

About Us: Headquartered in Chicago, Performance Trust Capital Partners, LLC is an institutional fixed income broker/dealer, specializing in highly analytical, performance driven strategies. Our core clients include community and middle-market banks, credit unions, and insurance companies. Our unique and customized approach to strategic advisory, mergers and acquisitions, and balance sheet solutions provides financial institutions the confidence to manage the full lifecycle of their institution, earn their independence, and expand strategic alternatives through enhanced financial performance and good regulatory standing.

About the Position: Performance Trust Capital Partners is seeking an Analyst to join our Balance Sheet Strategy 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 in a hybrid schedule (3-4 days in office). If you are graduating in Spring 2026, we welcome you to apply!

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
• Bachelor’s degree preferably in a quantitative discipline, e.g., mathematics, finance, economics, engineering, computer science and/or statistics
• High proficiency in Microsoft Office, especially Excel and PowerPoint. Must quickly gain understanding of Bloomberg and proprietary research applications
• Evidence of structured thinking, problem solving and multi-tasking
• Strong task execution skills with ability to prioritize and adjust work load as required. 
• Self-motivated, strong work ethic and ability to work under pressure
• Exceptional written and oral communications skills
• Enthusiasm and curiosity for the financial markets
• Strong interpersonal and teamwork skills
• License Requirements: FINRA SIE, Series 7 and 63 within 120 days of hire date 

Requirements