Portfolio Finance Analyst

Join a fast-paced, dynamic team as a Portfolio Finance Analyst, responsible for managing the firm's prime brokerage, clearing, and delivering broker relationships. The team handles the reinvestment of the portfolio's free cash, asset and liability constructs, and counterparty credit risks.

What You Will Do

Responsible for US based repo trading (fixed income and credit) and balance sheet management activities, serving as part of the centralized financing desk for the firm. Manage all of firm's equity finance (cash plus synthetic) and stock borrow processes, negotiate commercial terms, and optimize margin and financial resource consumption footprint.

Why It Might Be a Fit

You will enjoy working with a team that provides daily financing coverage and helps lead firm expansion efforts across US fixed income, macro, credit, and equity markets. You will have opportunities to develop financing measurement and reporting tools, lead initiatives to improve and expand how we partner with our brokers, and engage with portfolio managers on financing color and margin optimization.

Requirements

• Bachelor's degree with a concentration in Mathematics, Statistics, Finance, Economics, Computer Science, Engineering, or related
• 3-7 years of work experience in Securities Lending, Prime Brokerage, Repo or Equity Swap/Portfolio Financing
• Understanding of financing structures across prime brokerage, fixed income financing, and/or futures clearing
• Ability to dive into a wide variety of issues, such as operations, tax, legal, compliance, risk, general business terms, etc.
• Familiarity with coding, Python or SQL is a plus
• Excellent problem solving, communication, and analytical skills
• Demonstrated success building collaborative working relationships with broad and diverse stakeholder groups

Benefits

• Fully paid medical and dental insurance premiums for employees and dependents
• Competitive 401k match
• Employer-paid life & disability insurance
• Onsite gyms with laundry service
• Wellness activities
• Casual dress
• Snacks
• Game rooms
• Tuition reimbursement
• Conference and training sponsorship
• Generous vacation and unlimited sick days
• Competitive paid caregiver leaves
• Flexible in-office days with budget for home office setup