Portfolio Finance Analyst

Overview

• Contribute to a global investment management organization focused on delivering long-term financial results through rigorous research and analysis.
• Support the Portfolio Finance team in optimizing financing, clearing, and collateral arrangements across diverse asset classes and investment strategies.
• Collaborate with internal teams and external counterparties to ensure efficient portfolio management and operational excellence.
• Enhance analytical tools and processes related to cash management, financing, and clearing operations.
• Work in a hybrid environment, combining remote and in-office work arrangements for flexibility and productivity.
• Engage in a culture valuing intellectual rigor, collaboration, and continuous inquiry into financial markets.
• Develop skills in Python and SQL for data analysis and automation tasks.
• Participate in semiannual broker review processes and contribute to centralized management of sell-side relationships.

Key Responsibilities & Duties

• Assist in managing the firm’s cash investments within defined constraints and optimize portfolio performance.
• Prepare and consolidate materials for broker review processes, ensuring thorough analysis and presentation.
• Enhance analytical tools and processes for cash management, financing, and clearing operations.
• Execute day-to-day operational tasks efficiently, introducing automation where appropriate to streamline workflows.
• Collaborate with internal teams such as Trading, Research, Risk Management, and Operations to achieve organizational goals.
• Engage with external counterparties to maintain and strengthen critical sell-side relationships.
• Support senior team members in optimizing financing, clearing, and collateral arrangements across asset classes.
• Contribute to the development and implementation of innovative solutions to enhance operational efficiency.

Job Requirements

• Bachelor’s degree in a quantitative discipline, such as finance, mathematics, or engineering.
• 1-2 years of experience at an equity prime broker or related financial role.
• Proficiency in Python and SQL for data analysis and automation tasks.
• Strong analytical capabilities and experience working with large data sets.
• Exceptional attention to detail and a hands-on problem-solving approach.
• Ability to manage multiple priorities in a fast-paced environment.
• Excellent written and verbal communication skills for effective collaboration and presentation.
• Self-motivated and able to work independently while contributing to team objectives.