Associate, Client Insights – Analytics

This is a fully remote position, open to applicants in United States.

📋 Description

• Acquire an in-depth understanding of Performance Trust’s capital allocation methodology and assist the CIA team in enhancing adherence to it.

• Convert raw data into actionable insights that facilitate informed capital allocation across various scenarios and over time.

• Conduct analysis of large and complex data sets utilizing financial, statistical, and analytical techniques.

• Interpret findings and communicate their implications to both internal and external stakeholders.

• Maintain and improve analytical frameworks and tools.

• Collaborate with internal stakeholders to design, develop, and implement new resources.

• Perform primary and secondary research on financial institutions, markets, and industry trends.

• Contribute content for firm-wide educational events, client calls, presentations, and communications.

• Translate analysis into both written and verbal recommendations.

• Partner with the Balance Sheet Strategy and Investment Banking teams to educate clients and prospects.

• Aid in the creation and delivery of messaging focused on market insights and strategy.

• Assist in strategy development for Custom Strategy Sessions and other client initiatives.

• Develop client-ready content, presentations, and materials for events.

• Participate in and support client education programs and events, including Custom Strategy Sessions and Survive or Thrive.

• Build and maintain trusted relationships with internal partners, clients, prospects, and external stakeholders.

⛳️ Requirements

• A Bachelor’s degree is required; a concentration in finance, economics, statistics, data analytics, or a related field is preferred.

• Approximately 3–5 years of relevant post-college experience in financial services, banking, credit unions, consulting, data analysis, statistics, or a related field.

• Experience working with financial institutions, particularly community banks or credit unions.

• Ability to connect financial concepts with data-driven analysis.

• Proficiency in analyzing large data sets and constructing, interpreting, and explaining complex financial models.

• CFA designation or progress toward the CFA designation is advantageous.

• Excellent written and verbal communication abilities.

• Capability to speak confidently, present to groups, and convey complex ideas clearly to diverse audiences.

• Experience in creating client-facing content, presentations, educational materials, or event content is preferred.

• Strong interpersonal skills with the ability to build rapport with stakeholders.

• An entrepreneurial, self-directed mindset; comfortable creating structure, owning deliverables, seeking feedback remotely, and working independently.

• Intellectual curiosity with a willingness to challenge the status quo and translate analysis into practical action.

• A keen eye for detail and strong organizational abilities.

• Ability to manage multiple priorities in a fast-paced environment.

• Willingness to travel to events as necessary.

• Must be eligible to work permanently in the United States without sponsorship.

🏝️ Benefits

• Medical, Dental & Vision Insurance.

• Prescription Drug Plans.

• Pre-Tax Flexible Spending Account (Health and Dependent Care) (FSA).

• Health Savings Account (HSA).

• Vacation/Personal Days + Holidays.

• PT Retirement Mission-Driven Employee Stock Ownership Plan.

• Voluntary Life Insurance + Long-Term Disability Insurance.

• Discounted Fitness Memberships (Free membership for Chicago office).

• Pre-Tax Commuter Benefits – Transit & Parking.

• Mental Health support through the company-provided Employee Assistance Program.

• Employee recognition programs (PT Rewards and Annual Awards).

• Bonus component based on pre-defined performance factors.

• Direct training and mentorship.

• Remote work arrangement.

• Opportunities to attend client education programs and events.