Senior ALM Analyst

Performance Trust Capital Partners is seeking an Enterprise Shape Management (ESM) Lead Associate 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 Lead Associates work with our Bank and Credit Union clients to optimize their interest rate risk strategies to help create value. The Lead Associate will use their modeling and presentation skills to build strategies and present them to executives at Banks and Credit Unions.

Responsibilities

• Oversee the Asset Liability Management report process for our clients (Banks and Credit Unions)
• 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
• Conduct economic research on trends in the banking industry and the fixed-income market
• Present results for client executive team and/or ALCO committee meetings
• Determine the impact of capital issuance, acquisitions, and leverage strategies for client’s long term profitability and risk
• Provide liquidity risk analysis for clients, including stress testing

• 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.