Job Purpose

Performance Trust Capital Partners is seeking to add a data-driven individual to the Enterprise Shape Management (ESM) Operations team. ESM Operations team members are responsible for gathering and managing client data so that it can loaded into financial software, utilized by the greater ESM team, for conducting interest rate risk analysis for our financial institution clients.  Enterprise Shape Management™ was designed to fit institution's unique needs beyond asset liability compliance and into balance sheet management. We combine economic value and income simulation to provide a holistic view of each institution we serve, so banks and credit unions can better understand its strengths and weaknesses—ultimately enabling our clients to make more strategic decisions. 

ESM Operations team members work with third-party vendors to ensure data is handled in a consistent and accurate manner, as well as partner with ESM Analytics team members to provide key quarterly reports and deliverables for clients, including asset liability reports, custom asset liability strategies, and on-demand analysis of asset liability inputs. Additionally, ESM Operations team members coordinate with other internal partners to ensure a timely and optimal client experience is achieved at the holistic level.

As a growing service within our organization, being able to scale our processes to accommodate increasing client needs is key to sustainable success. When ESM Operations team members are not completing quarterly deliverables, their time is spent identifying process improvements and automation opportunities and executing their ideas into action, with the support of internal partners, including IT and third-party vendors. 

This position requires a unique skill set blending technical and analytical skills with creativity and ingenuity. Key technical skills of our team members include MS Excel and programming languages such as R and Python. 

This role could eventually grow to become a department wide automation resource, working with a variety of groups within the overall Business Operations and Strategic Solutions department to ultimately help them achieve similar automation and improvement efforts to drive performance and results. 

Duties & Responsibilities

• Maintain data management process for 100+ banks and credit unions
• Develop and build tools to help make the data management process more efficient
• Maintain interest rate risk models for banks and credit unions 
• Communicate with third-party vendors to ensure data is modeled accurately and consistently 
• Communicate with clients to gather additional data files needed
• Partner with Junior Leads and Lead Associates to finalize interest rate risk models 

Qualifications

• Bachelor’s degree with outstanding academic performance that demonstrates strong analytical background and quantitative skills
• Advanced skills in MS Excel 
• Intermediate understanding of Python with the ability to apply programming knowledge to real life projects and processes; ability to convert R Scripts to Python a plus 
• Intermediate SQL experience 
• 1-2 years of previous work experience 
• Ability to pass the SIE exam and successfully complete the Series 7 exam within one year of start date 
• Previous financial software experience/exposure a plus but not required  

Personal/Professional Attributes

• Ability to work in a fast-paced, unstructured environment that is deadline driven 
• Strong attention to detail and the ability to conduct QC/QA on their work and others work. 
• Ability to learn new skills quickly and identify process improvements to help maximize efficiencies 
• Strong verbal and written communication skills, with an ability to articulate complex concepts clearly and concisely
• Strong interpersonal skills and the ability to work effectively with a wide range of clients and colleagues
• Strong critical thinking and problem-solving skills
• Desire to investigate and solve problems independently
• Exemplary follow through skills and the ability to meet internal and external deadlines 
• Self-motivated, curious, and teachable
• Strong work ethic with determination to master the skills necessary to excel
• Enthusiastic team player
• Interest in fixed income markets or financial services 
• Seeks to provide a top-notch client experience for all clients, both internal and external