Careers

We're on a mission: Promote intellectual curiosity, honesty, and debate.
How about you?

Sharing and debating different points-of-view is how we stay vibrant and innovative in our investment strategies. It sharpens our focus and, more importantly, enables us to help clients make the right investment decisions with the aim to achieve extraordinary results. We are a place of learning and doing, education and achievement. Creating and sustaining positive client relationships requires excellence in both. The integrity and drive of our investment professionals and the quality of their analytical insights comprise our brand. We are proud of the reputation we’ve built in the financial industry and seek to enhance it every day in everything we say and do.

Our culture is dedicated to intellectual curiosity and honesty. Team accomplishments trump individual contributions, and our success is measured by the value we create for clients. We encourage you to embrace this philosophy.

Our guide is found in our values—integrity, excellence, teamwork and results. It is our shared responsibility to live by these values as we serve our clients and interact with one another. By joining our firm, you become part of a community of experienced investment professionals with a clear and compelling mission.

Interested? Click the the applicable button below.

Experienced Professional Entry Level/Intern


Current Openings

Interested? See our current openings below or click the the applicable button for more information.

Executive Assistant - 4/21/2017

Performance Trust Capital Partners is seeking an Executive Assistant to join our administrative team, supporting our general counsel and CFO. We are targeting candidates with strong problem solving and analytical skills, able to multi-task in a fast-paced environment. This is an opportunity to work on a variety of projects relating to finance and operations.

Responsibilities:

  • Provide administrative support to senior leadership team, potentially exercising judgment on their behalf

  • Manage relationships with vendors and partners across the organization

  • Prepare basic bookkeeping/accounting analyses

  • Creating and editing spreadsheets and presentations

  • Use templates to create basic contracts

  • Coordinate internal and external meetings including facilities, teleconferences, meals, etc.

  • Maintain detailed calendars, prioritize meeting requests, identify scheduling conflicts

  • Process expense reports with high accuracy and timeliness

  • Handle moderate volume of telephone calls, interacting in a professional and effective manner

  • General administrative duties including copying, filing, ad-hoc projects, etc.

Qualifications

  • Bachelor’s degree

  • Strong proficiency in Microsoft Office suite, particularly Excel and Power Point

  • Effective problem solving skills

  • Self-motivated and comfortable working with minimal direction and oversight; a “doer” who is comfortable taking initiative

  • Must model the firm’s core values of integrity, excellence, teamwork and results at all times

  • Excellent judgment and discretion; comfortable dealing with confidential information

  • An independent thinker who displays resourcefulness and identifies solutions

  • Friendly and approachable; able to build and maintain trusting and value-added relationships both internally and externally

  • Polished verbal and written communication skills

  • Strong organizational skills/detail oriented

  • Able to work well under pressure/deadlines while maintaining high standards

Apply for this Position

Analyst – Fixed-income & Collateral Operations - 3/24/2017

Performance Trust Capital Partners is seeking an Analyst to join our finance group. We are seeking candidates with strong operations and trading backgrounds, as well as an understanding of fixed-income securities. The Analyst will be responsible for substantial trade operations relevant to FINRA 4210 compliance.

Responsibilities:

  • Mitigate counterparty risk in trades governed by Master Securities Forward Transaction Agreement (MSFTA) as well as bilateral fixed-income repurchase agreement trades

  • Perform various margin functions including entering margin trades and making margin calls to clients by defined deadlines

  • Re-price existing trades, monitoring and overseeing settlement

  • Responsible for tracking, reporting and resolving and price discrepancies between client and firm’s traders

  • Maintain client and security information on outstanding finance trades

Qualifications

  • Bachelor’s degree in Finance or related business field

  • Proven knowledge of fixed-income securities, repurchase agreements, and collateral management

  • Experience in cash management, credit management, capital market documentation, back/middle office operations

  • Proven technical and working knowledge of MSFTA/TBAs/Bilateral Repos

  • Understanding of process flows and credit working with internal databases

  • Ability to work in a fast-moving, deadline oriented environment

  • Ability to multi-task, attention to detail, high organizational and prioritization skills

  • Strong Excel/Database skills

  • Excellent communication skills, specifically regarding problem resolution and new issues

Apply for this Position