Performance Trust Capital Partners · 1 day ago
Senior Analyst, Institutional Group Sales & Trading Operations
Chicago, IL
Full-time
Onsite
Mid, Senior Level
$75K/yr - $95K/yr
2+ years expPerformance Trust Capital Partners is an investment bank headquartered in Chicago that focuses on helping financial institutions navigate complexity and uncover opportunities. They are seeking a Senior Analyst to support their Institutional Sales and Trading operations, responsible for analyzing data, building dashboards, and managing special projects to provide insights for senior leaders.
FinanceCareer PlanningFinancial Services
No H1B
Responsibilities
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
Qualification
Required
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
Candidates must be eligible to work permanently in the United States without sponsorship
Preferred
License Requirements: SIE, Series 7, Series 63 or ability to obtain
Benefits
Health Coverage
Medical, Dental & Vision Insurance (administered through a national carrier such as Blue Cross Blue Shields )
Prescription Drug Plans
Pre-Tax Flexible Spending Account (Health and Dependent Care) (FSA)
Health Savings Account (HSA)
Vacation/Personal Days + Holidays
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)
Company
Performance Trust Capital Partners
Performance Trust Capital Partners is a financial services company that buys and sells securities and manages investment portfolios.
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
$112M2024-12-31Debt Financing· $80M
2020-12-21Debt Financing· $17M
2019-07-01Series Unknown· $15M
Leadership Team
Dave Salutric
Head of Client Insights & Analytics
Kristin Love
Director
Recent News
2025-12-17
Company data provided by crunchbase