United States onlyPerformance Trust Capital Partners is seeking an Enterprise Shape Management (ESM) Junior Lead Analyst to join our Central Insights & Analytics (CIA) team. With a strong focus on bank balance sheet analysis and fixed income portfolio management, CIA is responsible for a framework and process for decision-making supported by tools, resources, and expertise, which enables our customers to understand, embrace, and take action. ESM Junior Lead Analyst work with our Bank and Credit Union clients to optimize their interest rate risk strategies to help create value. The Junior Lead Analyst will use their modeling and presentation skills to build strategies and present them to executives at Banks and Credit Unions.
Responsibilities
- Use financial software to analyze income and value under different economic conditions
- Assist in preparing Asset Liability Management reports for banks and credit unions
- Review data and forecasts to check for accuracy
- Assist in researching banking industry trends and financial market changes
- Help Prepare presentations for client meetings
- 2-4 years of experience in the financial industry (banking, investments, or consulting preferred)
- Expert in Microsoft Office Suite (emphasis on Excel & PowerPoint)
- Strong technical and analytical skills (experience using SQL & VBA a plus)
- Excellent communication and presentation skills, both verbal and written
- Understanding of basic financial modeling
- Series 7 & 63 registration and/or CFA designation preferred
The Firm
Headquartered in Chicago, Performance Trust Capital Partners is an institutional fixed income broker/dealer and investment advisory firm, specializing in highly analytical performance-driven strategies for fixed income investing. Our core clients include community and middle-market banks, insurance companies and credit unions. Our professionals use proprietary portfolio management tools based on the application of bond mathematics to help clients choose securities that will meet their investment portfolio’s strategic objectives and maximize potential returns. Our culture is grounded on four attributes: Integrity, Excellence, Teamwork and Results.
