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Performance Trust Capital Partners Jobs (NOW HIRING)

Digital Remedy

Head of Capital Partnerships

New York, NY · On-site

Builds trust through credibility, responsiveness, discretion, candor, and consistent follow-through ... Performance will reflect successful capital formation, transaction execution, partner retention ...

Laurel Trust Company

Trust Officer

Reno, NV · On-site

Laurel Trust is an affiliate of Hall Capital Partners, which has a 20+ year record of building and managing global investment portfolios and has established a strong reputation as a successful ...

Laurel Trust Company

Trust Officer

Reno, NV · On-site

Laurel Trust is an affiliate of Hall Capital Partners, which has a 20+ year record of building and managing global investment portfolios and has established a strong reputation as a successful ...

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How much do performance trust capital partners jobs pay per hour?

As of Aug 17, 2026, the average hourly pay for performance trust capital partners in the United States is $60.11, according to ZipRecruiter salary data. Most workers in this role earn between $49.28 and $68.03 per hour, depending on experience, location, and employer.

What is Performance Trust Capital Partners?

Performance Trust Capital Partners is a financial services firm specializing in helping community financial institutions make better investment decisions. They provide advisory services, capital markets solutions, and educational programs to banks and credit unions. Their focus is on using analytics and strategic thinking to improve client performance and manage financial risk. The firm is known for its unique analytical approach and commitment to client education.

What types of projects do analysts typically work on at Performance Trust Capital Partners, and how does collaboration with senior team members influence their growth?

Analysts at Performance Trust Capital Partners are often involved in financial modeling, portfolio analysis, and market research to support client investment strategies. They frequently collaborate with senior associates and managing directors, gaining exposure to client meetings and deal structuring. This close teamwork provides valuable learning opportunities and real-time feedback, helping analysts quickly develop technical and communication skills. The collaborative culture and mentorship from experienced professionals are key factors that accelerate career advancement within the firm.

What are the key skills and qualifications needed to thrive as a financial analyst at Performance Trust Capital Partners, and why are they important?

To thrive as a Financial Analyst at Performance Trust Capital Partners, you need strong analytical abilities, a solid understanding of financial markets, and typically a degree in finance, economics, or a related field. Proficiency with financial modeling tools, Excel, Bloomberg Terminal, and possibly relevant certifications like CFA are highly valuable. Excellent communication, attention to detail, and problem-solving skills help you effectively interpret and present complex data to clients and colleagues. These skills are critical for delivering insightful investment analysis and driving sound financial decisions in a competitive environment.

What is the difference between Performance Trust Capital Partners vs Financial Advisor?

AspectPerformance Trust Capital PartnersFinancial Advisor
CredentialsSeries 7, 63, 65/66 licenses, CFP often preferredSeries 7, 63, 65/66 licenses, CFP often preferred
Work EnvironmentInstitutional and high-net-worth client focus, team-basedIndividual client focus, independent or firm-based
Employer & IndustryFinancial services firm, investment management

Performance Trust Capital Partners and Financial Advisors both require similar licenses and certifications. However, Performance Trust typically works within institutional and high-net-worth environments, focusing on investment management, while Financial Advisors often serve individual clients. The roles differ mainly in client focus and work setting, but share core licensing and credential requirements.

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Performance Trust Capital Partners jobs near you
Infographic showing various Performance Trust Capital Partners job openings in the United States as of August 2026, with employment types broken down into 50% Full Time, and 50% Part Time. Highlights an 100% In-person job distribution, with an average salary of $125,019 per year, or $60.1 per hour.

Associate, Client Insights & Analytics

Performance Trust Capital Partners, LLC

Remote

$100K - $130K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 2 days ago

New

Job description

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 Associate to join our Client Insights & Analytics (CIA) team. This role is designed for an analytical, engaging professional who is ready to grow into an increasingly impactful role while working closely with senior CIA leaders and receiving direct training and mentorship. The Associate will connect financial and data analysis with clear communication-turning ideas into actionable insights, client-ready content, presentations, and recommendations for banks, credit unions, and other financial institutions.
This is a remote role that requires strong self-direction, clear internal and external communication, and comfort receiving most coaching and feedback in a remote environment. The Associate will also have opportunities to support client education programs and events, including Custom Strategy Sessions and Survive or Thrive, with travel to events as needed.
Specifically, this individual will be responsible for the following:
Client & Industry Insights
  • Develop a deep understanding of Performance Trust's capital allocation methodology and support the CIA team in broadening and deepening adherence to that methodology.
  • Transform raw data into clear, actionable insights that support prudent capital allocation across multiple scenarios and over time.
  • Analyze large and complex data sets using financial, statistical, and analytical methods; interpret results and communicate the implications to internal and external stakeholders.
  • Maintain and enhance existing analytical frameworks and tools while collaborating with relevant internal stakeholders to design, develop, and deploy new resources.
  • Conduct research using primary and secondary sources to identify actionable insights related to financial institutions, markets, and industry trends.
  • Contribute to the development of content for firm-wide education events, client calls, presentations, and other communications.
  • Translate analytical thinking into clear written and verbal recommendations that help move ideas into action.

Client Engagement
  • Partner with Balance Sheet Strategy and Investment Banking teams to educate clients and prospects.
  • Support the creation and delivery of clear, compelling messaging on market insights and strategy, ensuring content reflects the analytical rigor that defines the firm.
  • Assist in the strategy development process for Custom Strategy Sessions and other client-focused initiatives.
  • Create client-ready content, presentation materials, and event materials that communicate complex findings in an accessible and engaging way.
  • Support and participate in client education programs and events, including Custom Strategy Sessions and Survive or Thrive, with opportunities to attend alongside senior team members and travel to events as needed.
  • Build trusted relationships through frequent, thoughtful communication with internal partners, clients, prospects, and other external stakeholders.

Requirements
We are seeking candidates with the following qualifications:
  • Bachelor's degree required; concentration in finance, economics, statistics, data analytics, or a related field preferred.
  • Approximately 3-5 years of relevant experience after college in financial services, banking, credit unions, consulting, data analysis, statistics, or related field.
  • Experience working with financial institutions-particularly community banks or credit unions-and the ability to connect financial concepts with data-driven analysis.
  • Strong technical proficiency, including the ability to analyze large data sets and build, interpret, and explain complex financial models.
  • CFA designation, or progress toward the CFA designation, is a plus.
  • Exceptional written and verbal communication skills, including the ability to speak confidently, present to groups, and communicate complex ideas clearly to varied audiences.
  • Experience creating client-facing content, presentations, educational materials, or event content is preferred.
  • Engaging personality with strong interpersonal skills and the ability to build rapport with internal and external stakeholders.
  • Entrepreneurial, self-directed mindset; comfortable creating structure, owning deliverables, seeking feedback remotely, and operating with independence.
  • Intellectual curiosity and a willingness to ask "Why?", challenge convention, and turn thoughtful analysis into practical action.
  • Keen attention to detail, strong organizational skills, and comfort managing multiple priorities in a fast-paced environment.
  • Willingness to travel to events as needed.
  • Candidates must be eligible to work permanently in the United States without sponsorship.

Featured Benefits
Health Coverage
  • Medical, Dental & Vision Insurance (administered through a national carrier such as Blue Cross Blue Shields )
  • Prescription Drug Plans
  • Pre-Tax Flexible Spending Account (Health and Dependent Care) (FSA)
  • Health Savings Account (HSA)

Time Off & Work-Life Benefits
  • Vacation/Personal Days + Holidays
  • Financial & Income Protection Benefits
  • PT Retirement
  • Mission-Driven Employee Stock Ownership Plan
  • Voluntary Life Insurance + Long-Term Disability Insurance

Wellness & Everyday Support
  • Discounted Fitness Memberships (Free membership for Chicago office)
  • Pre-Tax Commuter Benefits - Transit & Parking
  • Mental Health support through company provided Employee Assistance Program
  • Employee recognition programs (PT Rewards and Annual Awards)

Compensation: The base salary range for this position is $100,000-$130,000 per year.This is an estimated range based on the circumstances at the time of posting, however, may change based on a combination of factors, including but not limited to skills, experience, education, market factors, geographical location, budget, and demand. This position is also eligible for a bonus component that would be dependent on pre-defined performance factors. All compensation determinations are based on the skills and experience required for the position and commensurate with experience of selected individuals, which may vary above and below the stated amounts.
For Recruitment Agencies: As our recruitment is primarily handled in-house, we work only occasionally with external agencies, and only those on our existing, pre-approved vendor list. At this time, we are not reviewing or expanding that list. Unsolicited agency resumes, emails or other channels of outreach will not be reviewed. Unsolicited resumes or submissions from external agencies not authorized by our Talent Acquisition team will be considered direct candidate applications. As such, Performance Trust will not assume responsibility for any placement fees associated with these submissions. Outreach to individual employees outside this process will result in permanent removal from consideration for any future approved vendor relationship.
Salary Description
$100,000-$130,000

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