Planning Strategist

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: We are hiring an Internal Strategy Consultant to support our firm's newly established Strategic Decision Committee. Reporting directly to senior leadership, the Internal Strategy Consultant will serve as a trusted analytical and strategic partner who will be synthesizing complex information, building rigorous financial models, and producing executive-ready materials that drive clarity and action. The best way to move forward is to apply directly as we review every application carefully.

Strategic Analysis & Decision Support

Align with leadership to continuously evolve and refine the program, aligning insights and ensuring each opportunity is captured with required fields (rationale, proforma, risk considerations, decision owner, approval path, timelines)
Leverage data and programming tools to surface insights that inform strategic direction and organizational priorities
Financial Modeling & Analytics
Build, maintain, and stress-test sophisticated financial models to support scenario planning, business cases, and investment analysis
Synthesize large data sets into executive-level insights with precision and speed
Develop and own analytical tools in Excel that improve the quality and efficiency of strategic decision-making
Use SQL, Python, R, or similar tools to query, clean, and analyze data across internal systems and platforms
Data Visualization & Reporting
Develop and maintain interactive and intuitive reports and dashboards (Excel, Power BI, etc.) that will track strategic initiatives, highlight performance against targets and identify trends, exceptions, and opportunities for follow-up by the committee
Present data visually in ways that are intuitive, accurate, and appropriate for executive audiences
Distill complex analysis into clear, concise storylines tailored to executive audiences
Prepare briefing materials, memos, and supporting documentation for key decisions and initiatives
Project & Stakeholder Management
Navigate competing priorities with composure, maintaining quality and meeting deadlines without sacrificing rigor
Build trusted relationships across functions, including finance, operations, technology, and sales, to gather inputs and drive alignment
Advanced Excel proficiency in financial modeling, scenario analysis, dynamic dashboards, and data structuring

• Proficiency in PowerBI or comparable data visualization platforms (Tableau, Looker)
• Working knowledge of SQL for data querying and manipulation
• Familiarity with Python, R, or other programming languages for data analysis and process automation
• Exceptional presentation skills with demonstrated ability to build executive-ready materials from scratch
• Strong financial acumen and comfort working with P&Ls, forecasts, and business case frameworks
• High emotional intelligence with ability to build trust, read a room, manage up, and influence without authority
• Comfort with rapid change, shifting priorities, and evolving scopes of work
• MBA or advanced degree from a top-tier institution

Familiarity with financial services or a similarly complex, regulated industry
Experience building or maintaining automated reporting pipelines
Experience with PowerPoint automation or scripting (VBA, Python-pptx)
Health Coverage
Medical, Dental & Vision Insurance (administered through a national carrier such as Blue Cross Blue Shields )
Pre-Tax Flexible Spending Account (Health and Dependent Care) (FSA)
Health Savings Account (HSA)
Vacation/Personal Days + Holidays
Financial & Income Protection Benefits
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 company provided Employee Assistance Program
Employee recognition programs (PT Rewards and Annual Awards)

This position is also eligible for a bonus component that would be dependent on pre-defined performance factors. 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. 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.