The ideal candidate would incorporate into his or her work ethic the principles of The Penserra Mindset, a set of corporate culture initiatives established to promote a positive work environment and prioritize client relationships. The Mindset pillars foster respect for colleagues, recognition of employee accomplishments and investment in learning opportunities.

Functional Title: Junior Portfolio Manager
Corporate Title: Associate
Assignment: Full Time(Permanent)


Penserra’s Asset Management team provides sub-advisory services to 3rd party ETFs. Penserra currently manages over $7 billion in assets across a broad array of ETFs.


  • Max 5 years of experience in the financial field preferred.
  • Strong computer skills: Microsoft Office (Excel, Word, Power Point, Outlook), Bloomberg skills preferred.
  • Strong analytical and quantitative skills.
  • Must have good problem-solving and critical thinking skills.
  • Ability to work independently and collaboratively.
  • Ability to work efficiently with the utmost attention to detail under stress.
  • Ability to manage and evaluate large sets of data across a variety of inputs.
  • Ability to multitask and prioritize assignments while producing high quality work in a demanding, fast-paced environment.
  • Excellent verbal and written communication and interpersonal skills.
  • Desirable: Working knowledge of index methodologies and portfolio construction.
  • Desirable: Working knowledge of capital markets and portfolio management
  • Desirable: Familiarity with indexing and exchange traded funds
  • Desirable: Experience in computer science/coding


  • Manage all aspects of ETF portfolios including index changes, corporate actions, cash management, and basket creation; ensure that portfolios track within performance expectations.
  • Responsible for the daily reconciliation of the fund versus both the index and accounting holdings.
  • Manage index provider relationships and responsible for accurate implementation of index methodology best practices.
  • Use various investment vehicles and trading strategies to meet a desired investment objective.
  • Attribute fund performance and understand sources of portfolio risk relative to the benchmark.
  • Acquire & apply new skills to improve fund performance and internal processes.
  • Assist in service offerings and client support.
  • Use market experience and knowledge to improve systems and investment processes along with providing detailed documentation.
  • Support senior management with ad-hoc requests.


  • Orinda, CA
  • Market Hours

Compensation: Based on experience

Required Education:

  • Bachelor’s degree in finance, economics, or related field.
  • Graduate degree or CFA (preferred or willing to work towards).

Functional Title: Equity Salesperson
Corporate Title: Vice President
Assignment: Full Time
Location: Boston, Chicago, New York


  • Strengthen and expand existing trading relationships
  • Identify and help close new client trading relationships
  • Complete RFIs, RFPs, and customer questionnaires
  • Travel – 10%


  • Competitive salary and bonus opportunity
  • Medical/dental/vision/life benefits
  • 401k with matching

Minimum Requirements

  • 3+ years relevant sales experience
  • Series 7 and 63
  • Bachelor’s degree

Corporate Title: Vice President (or higher)
Assignment: Full Time (Permanent)

Description & Qualifications:

The Fixed Income Group’s current business includes Corporate bonds (secondary and new issue placement), Money Markets, CP/DN’s Agency securities (secondary and underwritten as FHLB approved dealer), MBS, CMBS (agency and private label), Municipal (secondary trading), High Yield and Emerging Market.
• Minimum 2-3 years’ experience with an existing book of business
• Individual and team applications welcome


  • Strengthen existing relationships while maximizing revenue
  • Create new client relationships
  • Effectively use tools such as Bloomberg for analytics, research and communication
  • Keep market-making traders abreast of the relevant issues with their clients
  • Responsible for executing trading assignments and single security orders in accordance with agreed upon instructions from the firm
  • Ability to create, maintain and unwind various hedging strategies using multiple methods alongside program trading assignments
  • Take ownership for regional best execution responsibilities and ongoing counterparty execution quality and analysis
  • Understand, comply and implement necessary regulatory responsibilities for portfolio execution
  • Send trade confirms and assist with trade settlement for account.
  • Work with trading and compliance to create and maintain procedures and documentation for operations best practices.


  • Market Hours
  • Position will be remote to start / can be based in any of the following offices:
    • Chicago, IL
    • Orinda, CA
    • Palm Beach, FL
    • Red Bank, NJ


  • Eligible for bonus after year 1 of employment
  • Medical/dental/vision/life benefits
  • 401k with matching

Job Type: Full-time

Required Education/Licenses:

  • Series 7
  • Series 63
  • Bachelor’s degree or higher


Penserra is an equal opportunity employer. It complies with all laws and regulations that prohibit discrimination in employment practice because of race, color, religion, creed, ancestry, marital status, gender, age, national origin, sexual orientation, discharge from the military service or based on a physical or mental disability that is unrelated to the employee’s ability to perform the duties of the job applied for.

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