Trading Analyst
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.
Specifically, this individual will be responsible for the following:
- Acquire a working, technical knowledge of fixed income products and investment portfolio strategy
- Help distribute and execute bond auctions, 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.