2027 Client Insights & Analytics Summer Analyst

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.

Program Overview: Performance Trust’s Client Insights and Analytics Internship offers a dynamic and immersive experience designed for ambitious students seeking to build a foundation in financial services and analytics. Throughout the internship, participants will be immersed in real-life applications of PT’s proprietary principles, process and framework. This exposure will include a broad range of analytical, research, and strategic support work tailored to banks and credit unions, with opportunities to contribute to balance sheet strategy, industry insights, analytical tools, and client-focused solutions. Beyond hands-on experience, interns will benefit from mentorship, collaboration with cross-functional team members, and professional development opportunities. The program is designed to challenge, inspire, and prepare participants for future opportunities in financial analysis and advisory work. 

Please Note: While we love connecting with curious candidates, we want to be transparent that informal conversations with our team do not factor into hiring decisions. The best way to move forward is to apply directly as we review every application carefully. 

Interns will work alongside seasoned professionals and will be responsible for: 

• Supporting research and analysis related to PT’s proprietary principles, process and framework 
• Assisting with the development and refinement of analytical tools, reports, and materials that highlight emerging industry trends and balance sheet strategy 
• Collaborating with cross-functional team members to support work across multiple areas of the firm 
• Assisting in translating analytical findings into clear recommendations and practical takeaways 
• Supporting educational-related efforts, including content preparation and webinar support 
• Helping organize data, prepare summaries, and support recurring team initiatives 

Requirements

Desired qualifications and what we’re looking for: 

• Candidates should be currently pursuing a Bachelor’s Degree in finance, economics, accounting, business, mathematics, data analytics, or a related field, with a graduation year of Winter 2027 or Spring 2028 
• Strong academic record and interest in financial institutions, markets, and broader financial services 
• Analytical mindset with strong attention to detail and a willingness to learn 
• Strong verbal and written communication skills 
• Proficiency in Microsoft Excel, PowerPoint, and Word 
• Strong interpersonal skills and the ability to work effectively in a team-oriented environment while managing multiple assignments and deadlines 

Program Duration: 

8-10 weeks, June-August 2027 (exact dates TBD and subject to change) 

Program Location: 

Chicago, Illinois  

Intern Hourly Rate: The hourly pay range for this position is $30-35 per hour.  Exact compensation offered may vary depending on job-related knowledge, skills, and experience. 

This position is a seasonal role with limited benefit eligibility unless required by local, state or federal law. Performance Trust will only consider candidates who are presently authorized to work for any employer in the United States and who will not require work visa sponsorship from Performance Trust now or in the future.