Company:
Performance Trust
Location: Chicago
Closing Date: 03/11/2024
Hours: Full Time
Type: Permanent
Job Requirements / Description
Performance Trust:
Since 1994, we have pioneered revolutionary analytics, education, and decision-making with like-minded teammates and clients to deliver outperformance. We create unimaginable futures together with game-changing insights, advice, world-class execution, and accountability to results.
Headquartered in Chicago, IL, our 370 team members are based in 11 global locations. We are a rapidly expanding broker-dealer, investment bank, investment advisor, and strategic partner for depositories, capital markets issuers and investors, and the full spectrum of institutional market participants. Today, we are the largest full-service private investment bank focused on community depositories. As a 100% employee-owned company, we align together on our core values of Integrity, Accountability, Excellence, Grit, and Love.
Trading Analyst:
Performance Trust Capital Partners is seeking an analyst to join their trade desk. We are pursuing candidates with strong analytical and problem solving 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.
The Job
Since 1994, we have pioneered revolutionary analytics, education, and decision-making with like-minded teammates and clients to deliver outperformance. We create unimaginable futures together with game-changing insights, advice, world-class execution, and accountability to results.
Headquartered in Chicago, IL, our 370 team members are based in 11 global locations. We are a rapidly expanding broker-dealer, investment bank, investment advisor, and strategic partner for depositories, capital markets issuers and investors, and the full spectrum of institutional market participants. Today, we are the largest full-service private investment bank focused on community depositories. As a 100% employee-owned company, we align together on our core values of Integrity, Accountability, Excellence, Grit, and Love.
Trading Analyst:
Performance Trust Capital Partners is seeking an analyst to join their trade desk. We are pursuing candidates with strong analytical and problem solving 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.
The Job
- Acquire a working, technical knowledge of fixed income products and investment portfolio strategy
- Help distribute and execute BWICS, 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
- Bachelor's degree preferably in a quantitative discipline, e.g., mathematics, finance, economics, engineering, computer science and/or statistics
- Advanced training in Applied Math, Engineering, Statistical Modeling, Calculus, Computer Science, Physics or related disciplines a plus
- Strong attention to detail and process, particularly when under the pressure of deadlines
- Excellent verbal and written communication skills
- Ability to work without direction and follow through on given tasks
- Ability to manipulate, interpret and communicate large datasets
- Proficiency in Excel
- Ability to think systematically and quantitatively
- Ability to apply technology and/or quantitative skills to solve complex trading problems
- Experience with programming, scripting, and/or statistical software
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Performance Trust