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Performance Trust Capital Partners Jobs (NOW HIRING)

Brown Brothers Harriman & Co.

NY · On-site

$80 - $110/hr

Strong understanding of data domains including accounting, performance, trading, and investment ... Expanding your impact beyond your daily role is part of how we operate as trusted partners to one ...

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How much do performance trust capital partners jobs pay per hour?

As of Sep 7, 2026, the average hourly pay for performance trust capital partners in the United States is $60.11, according to ZipRecruiter salary data. Most workers in this role earn between $49.28 and $68.03 per hour, depending on experience, location, and employer.

What is Performance Trust Capital Partners?

Performance Trust Capital Partners is a financial services firm specializing in helping community financial institutions make better investment decisions. They provide advisory services, capital markets solutions, and educational programs to banks and credit unions. Their focus is on using analytics and strategic thinking to improve client performance and manage financial risk. The firm is known for its unique analytical approach and commitment to client education.

What types of projects do analysts typically work on at Performance Trust Capital Partners, and how does collaboration with senior team members influence their growth?

Analysts at Performance Trust Capital Partners are often involved in financial modeling, portfolio analysis, and market research to support client investment strategies. They frequently collaborate with senior associates and managing directors, gaining exposure to client meetings and deal structuring. This close teamwork provides valuable learning opportunities and real-time feedback, helping analysts quickly develop technical and communication skills. The collaborative culture and mentorship from experienced professionals are key factors that accelerate career advancement within the firm.

What are the key skills and qualifications needed to thrive as a financial analyst at Performance Trust Capital Partners, and why are they important?

To thrive as a Financial Analyst at Performance Trust Capital Partners, you need strong analytical abilities, a solid understanding of financial markets, and typically a degree in finance, economics, or a related field. Proficiency with financial modeling tools, Excel, Bloomberg Terminal, and possibly relevant certifications like CFA are highly valuable. Excellent communication, attention to detail, and problem-solving skills help you effectively interpret and present complex data to clients and colleagues. These skills are critical for delivering insightful investment analysis and driving sound financial decisions in a competitive environment.

What is the difference between Performance Trust Capital Partners vs Financial Advisor?

AspectPerformance Trust Capital PartnersFinancial Advisor
CredentialsSeries 7, 63, 65/66 licenses, CFP often preferredSeries 7, 63, 65/66 licenses, CFP often preferred
Work EnvironmentInstitutional and high-net-worth client focus, team-basedIndividual client focus, independent or firm-based
Employer & IndustryFinancial services firm, investment management

Performance Trust Capital Partners and Financial Advisors both require similar licenses and certifications. However, Performance Trust typically works within institutional and high-net-worth environments, focusing on investment management, while Financial Advisors often serve individual clients. The roles differ mainly in client focus and work setting, but share core licensing and credential requirements.

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Performance Trust Capital Partners jobs near you
Infographic showing various Performance Trust Capital Partners job openings in the United States as of August 2026, with employment types broken down into 50% Full Time, and 50% Part Time. Highlights an 100% In-person job distribution, with an average salary of $125,019 per year, or $60.1 per hour.

Business Line Compliance Officer

Performance Trust Capital Partners, LLC

Remote

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 14 days ago

Job description

About Us: Headquartered in Chicago, Performance Trust Capital Partners, LLC is an institutional fixed income broker/dealer, specializing in highly analytical, performance driven strategies. Our core clients include community and middle-market banks, credit unions, and insurance companies. Our unique and customized approach to strategic advisory, mergers and acquisitions, and balance sheet solutions provides financial institutions the confidence to manage the full lifecycle of their institution, earn their independence, and expand strategic alternatives through enhanced financial performance and good regulatory standing.
About the Position: We are expanding our Business Line ("BL") Compliance team and adding advisory support for our Investment Banking and Capital Markets businesses. The BL Compliance team provides regulatory guidance and support to the firm's client-facing businesses.
We are seeking candidates with first-line advisory experience, an in-depth understanding of financial markets, and significant securities product knowledge. Successful candidates will demonstrate strong analytical and critical thinking skills and the ability to work independently. This is an opportunity to work directly with the firm's client-facing business lines, senior advisory compliance team members, and senior management.
This role is open to remote candidates residing in the following states: AZ, CA, CT, FL, GA, HI, IL, IN, MA, MD, MI, MN, MO, MS, NC, ND, NJ, NV, NY, OH, PA, PR, SC, SD, TN, TX, UT, VA, WA, WI.
Specifically, this individual will be responsible for the following:
  • Provide daily front-line compliance advisory support to the Firm's Investment Banking and Capital Markets businesses.
  • Advise on firm policies and procedures and applicable securities laws and regulations for covered business lines (and provide back-up support for others).
  • Develop policies and controls to align, supervise, and monitor Capital Markets and Investment Banking activity with regulatory requirements and industry best practices.
  • Oversee implementation and daily execution of sales-practice components of the Firm's compliance program across Equities and Fixed Income for private-side activities.
  • Lead and/or participate as the private-side SME for projects to build processes and controls to comply with transactional rules and regulations, including remediations.
  • Support the Compliance Marketing Officer with marketing reviews and advise on LinkedIn posts, investor presentations, deal materials, and client education content for supported business lines.
  • Partner with business management and other departments to support existing processes and develop new processes that address business risk and regulatory requirements.
  • Support the development, implementation, maintenance, and enhancement of programs that provide compliance risk management and supervisory oversight for private-side business lines.
  • Develop supervisory tools related to business activity; assist with monitoring and tracking supervisory oversight; and update BL checklists, responsibilities, and reviews as needed.
  • Partner with the Control Room to ensure transparency and visibility into Private Side activities. This alignment will strengthen oversight and support the effective management of Private Side obligations across the organization.

Requirements
Role Requirements
  • Understanding of the current regulatory environment, financial markets, and securities regulations.
  • Strong fixed-income product knowledge (corporates, agencies, securitized products, municipals, treasuries, and private placements).
  • Knowledge of debt capital markets and M&A.
  • Excellent written and verbal communication skills.
  • Strong analytical and critical thinking skills with sound judgment.
  • Experience supporting client-facing business lines and partnering with other infrastructure functions.
  • Detail-oriented with the ability to multitask, organize, and prioritize.
  • Ability to work both collaboratively and independently with limited supervision.
  • Comfortable working in a high-pressure and fast-paced environment.
  • Willingness to take on challenging issues and engage effectively with colleagues at all levels.
  • Consistently deliver high-quality results in a timely manner.

Required Qualifications
  • Bachelor's Degree
  • 7+ yrs experience in compliance/legal at a broker dealer or similar financial institution
  • Fixed Income institutional investor products exposure
  • Experience with 1st line advisory of Investment Banking and Capital Markets activities
  • Experience with Private Placement offerings and related regulations
  • Experience with interpreting regulatory rules, developing controls to ensure compliance & writing related policy
  • License Requirement(s): Active FINRA Series 7 or 79 licenses; Active Series 24 License (or ability to obtain S24 within 120 days of start date)
  • Proficiency with Microsoft applications (Teams, SharePoint, PowerPoint, Excel, Word, etc.)
  • Candidates must be eligible to work permanently in the United States without sponsorship.

Preferred Qualifications
  • Marketing review experience at an institutional broker-dealer
  • Equities exposure, including Equity Capital Markets, a plus
  • Experience supporting a business/products with an institutional investor focus
  • Previous experience with interpreting SEC, FINRA, MSRB, NFA rules & writing WSPs
  • Experience using industry applications (Global Relay, MCO, Doctract, LexisNexis, Bloomberg, etc.)
  • Willingness to periodically travel to an office or firm event, as needed, for collaboration with department as well as supported business lines.

Featured 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)

Time Off & Work-Life Benefits
  • Vacation/Personal Days + Holidays
  • Financial & Income Protection Benefits
  • PT Retirement
  • Mission-Driven Employee Stock Ownership Plan
  • Voluntary Life Insurance + Long-Term Disability Insurance

Wellness & Everyday Support
  • 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)

Compensation: The base salary range for this position is $130,000-$170,000.This is an estimated range based on the circumstances at the time of posting, however, 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 application. As such, Performance Trust will not assume responsibility for any placement fees associated with these submissions.

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