Performance Trust
Senior ALM Analyst
Performance Trust, Chicago, Illinois, United States, 60290
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 borrowingsUse financial software to project income and valuation in various economic scenariosReview large data sets and resulting forecasts to ensure integrity and accuracyConduct economic research on trends in the banking industry and the fixed-income marketPresent results for client executive team and/or ALCO committee meetingsDetermine the impact of capital issuance, acquisitions, and leverage strategies for client's long term profitability and riskProvide liquidity risk analysis for clients, including stress testingRequirements
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 writtenUnderstanding of basic financial modelingSeries 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.
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 borrowingsUse financial software to project income and valuation in various economic scenariosReview large data sets and resulting forecasts to ensure integrity and accuracyConduct economic research on trends in the banking industry and the fixed-income marketPresent results for client executive team and/or ALCO committee meetingsDetermine the impact of capital issuance, acquisitions, and leverage strategies for client's long term profitability and riskProvide liquidity risk analysis for clients, including stress testingRequirements
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 writtenUnderstanding of basic financial modelingSeries 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.