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Senior Analyst - Institutional Group Sales/Trading Operations
Performance Trust Capital PartnersUnited Statesfull_timeVerifiedPosted 22 Oct 2024
About the role
Description
- Compile and analyze sales & trading data to identify trends and patterns, offering insights to boost sales and organizational growth.
- Conduct customer analysis and data filtering to gauge sales productivity
- Maintain and enhance current processes to optimize sales and trading operations.
- Manage special projects with little oversight keeping stake
- Create dashboards and metrics that reveal actionable insights to maximize effectiveness.
- Respond efficiently and accurately to ad hoc requests from management & teams.
- Coordinate amongst teams, department leadership, and other departments to accelerate FIG and firm objectives.
Requirements
- Bachelor’s degree in mathematics, business, economics, or other quantitative field.
- 2+ years of relevant experience
- Quantitative problem-solver and analytical thinker who can draw conclusions from multiple data sources.
- Entrepreneurial spirit: embraces change and the challenge to innovate that comes with it.
- Excellent communication skills , with the ability to effectively convey insights to diverse audiences.
- Detail-oriented with strong organizational and project management skills.
- Expert knowledge of Microsoft Excel and office suite
- Proficiency in Python, SQL or relevant programming expertise
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