Strategic Portfolio Manager

3 days ago


Chicago, Illinois, United States Performance Trust Full time
About the Role

We are seeking an experienced Enterprise Shape Management (ESM) Lead Associate to join our Central Insights & Analytics (CIA) team at Performance Trust Capital Partners.


This role will focus on bank balance sheet analysis and fixed income portfolio management, utilizing a framework and process for decision-making supported by tools, resources, and expertise.


The ESM Lead Associate will work with our Bank and Credit Union clients to optimize their interest rate risk strategies and create value.


Key Responsibilities
Asset Liability Management Report Process

The successful candidate will oversee the Asset Liability Management report process for our clients, ensuring timely and accurate delivery.


Consulting and Strategy Development

  • Consult with Bank and Credit Union executives to build strategies involving loans, securities, non-maturity deposits, and borrowings.
  • Use financial software to project income and valuation in various economic scenarios.
  • Review large data sets and resulting forecasts to ensure integrity and accuracy.

Economic Research and Analysis

The ESM Lead Associate will conduct economic research on trends in the banking industry and the fixed-income market, providing valuable insights to our clients.


Presentations and Communication

Excellent communication and presentation skills are essential for this role, as the successful candidate will present results to client executive teams and/or ALCO committee meetings.


Requirements

  • 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

About Performance Trust Capital Partners

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.



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