Senior Analyst, Institutional Group Sales & Trading Operations

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.

We are actively seeking a Senior Analyst to support our Institutional Sales and Trading operations with a drive to turn data into clear insights for senior leaders. In this role, you will analyze sales and trading data, build and maintain dashboards, enhance existing processes, and manage special projects with limited oversight. The ideal candidate is a quantitative and organized with at least 2 years of relevant experience.

The ability to communicate effectively with diverse audiences is critical for success in this role.

• 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.

• 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.
• License Requirements: SIE, Series 7, Series 63 or ability to obtain preferred.
• Candidates must be eligible to work permanently in the United States without sponsorship.

• 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).

The base salary range for this position is $75,000–$95,000. This is an estimated range based on the circumstances at the time of posting; however, it may change based on a combination of factors, including but not limited to skills, experience, education, market factors, geographical location, budget, and demand. This position is also eligible for a bonus component that would be dependent on pre‑defined performance factors.

All compensation determinations are based on the skills and experience required for the position and commensurate with experience of selected individuals, which may vary above and below the stated amounts.

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. At this time, we are not reviewing or expanding that 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.