Performance Trust Capital Partners Tech Stack

Investment bank for community banks and credit unions

Financial Services Chicago, Il 201–500 employees Founded 1994 Privately Held

Performance Trust is a full-service investment bank serving community depository institutions—banks and credit unions. The company runs on a modern Microsoft stack (Dynamics 365, Power BI, .NET, Azure) paired with Bloomberg and financial-grade tooling. Active projects cluster around compliance modernization, settlement operations, and data infrastructure (deduplication, CRM retention strategy, third-party integrations), while pain points center on settlement failures, daily cash breaks, and compliance scope expansion—pointing to an organization scaling both regulatory rigor and operational throughput as clients grow.

Tech Stack 16 technologies

Core StackDynamics 365 Power Automate Power BI GitHub Copilot .NET Power Apps Python REST API Azure Bloomberg LinkedIn Recruiter Excel SQL PowerPoint R Microsoft Office

What Performance Trust Capital Partners Is Building

◆Challenges

Modernizing compliance processes
Daily settlement fails
Cash break resolution
Settlement process inefficiencies
Marketing and aml reviews
Electronic communications monitoring
Expanding compliance coverage
High-volume recruitment processes
Diverse talent attraction
Long-term pipeline development

▲Active Projects

Modernize compliance processes
Bulk data cleanup, deduplication, and normalization
Crm data retention and archival strategy
Integrations between dynamics and third-party systems
Special projects integration and implementation
Compliance marketing surveillance reviews
Control room vendor integration
Trading surveillance vendor integration
Emerging career programs
Campus recruitment events

Hiring Activity

Steady10 roles · 4 in 30d

Department

Compliance

Sales

Ops

Data

Finance

Legal

Seniority

Mid

Senior

Junior

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About Performance Trust Capital Partners

Performance Trust is a full-service investment bank headquartered in Chicago, founded in 1994, focused exclusively on community depository institutions (banks and credit unions under $10B in assets). The firm advises clients on balance-sheet strategy, risk measurement, and capital decisions, positioning itself as a knowledge partner alongside a transactional platform. With 201–500 employees, the organization is operationally intensive: compliance, sales, and operations dominate the hiring mix, reflecting the regulated nature of the business and the client-service model. Ongoing projects in settlement automation, data governance, and compliance tooling integration indicate a push to modernize legacy processes while maintaining the regulatory controls required in financial services.

HeadquartersChicago, Il

Company Size201–500 employees

Founded1994

Hiring MarketsUnited States

Frequently Asked Questions

What tech stack does Performance Trust use?

Primarily Microsoft: Dynamics 365, Power BI, Power Apps, Power Automate, .NET, and Azure. Analytical tools include Python, SQL, and R. Bloomberg, LinkedIn Recruiter, and REST APIs support operations and recruiting.

Is Performance Trust hiring?

Yes. 12 active roles across compliance (3), sales (3), ops (2), data (1), finance (1), hr (1), and legal (1). Mostly mid-level positions; hiring is steady and limited to the United States.

What is Performance Trust working on?

Core projects include compliance process modernization, settlement operations (resolving daily fails and cash breaks), CRM data governance, and Dynamics 365 integrations. Recruitment and talent pipeline expansion are parallel initiatives.