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Senior Analyst - Institutional Group Sales/Trading Operations

Performance Trust Capital Partners
United 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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Company

Performance Trust Capital Partners

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