Middle Office Funding

Overview

• Join a dynamic Portfolio Finance team responsible for managing leverage and financing costs, collaborating with investment teams, and optimizing financial strategies.
• Contribute to a high-performing team with a focus on analytical functions, ensuring effective communication and operational excellence across departments.
• Work in a collaborative environment to enhance processes, reporting capabilities, and financial methodologies for strategic decision-making.
• Engage with internal teams and external financing counterparties to manage daily interactions and drive efficiency in operations.
• Gain exposure to diverse financing methods, including equities, credit, repo transactions, and FX hedging strategies.
• Contribute to the firm's goal of generating consistent returns while minimizing losses during adverse financial market periods.
• Be part of a culture emphasizing thoroughness, hard work, creativity, and tenacity.

Key Responsibilities & Duties

• Monitor and analyze daily margin and financing costs across various financial instruments and strategies.
• Develop and maintain financing cost allocation methodologies, ensuring efficiency across asset classes.
• Execute repo transactions and facilitate securities borrowing to optimize short position costs.
• Manage firm-level FX exposures, implementing appropriate hedging strategies.
• Collaborate with investment professionals to assess financing impacts on investment strategies.
• Partner with treasury teams for liquidity management and cash reinvestment activities.
• Engage with middle office teams for trade support and cash wire operations.
• Maintain relationships with prime brokers, repo desks, and other financing counterparties.
• Continuously seek improvements in processes, analytics, and reporting capabilities.

Job Requirements

• Bachelor’s degree in finance, economics, or a related field.
• 5-10 years of experience in portfolio finance, treasury, or prime brokerage funding roles.
• Proficiency in financing methods for equities and credit, with a deep understanding of leverage and margin concepts.
• Strong analytical skills and a control-oriented mindset for firm-wide operations.
• Excellent communication skills for effective collaboration with internal and external stakeholders.
• Experience in FX hedging and managing financial exposures.
• Ability to work on-site in a dynamic and fast-paced environment.
• Proven track record of improving processes and enhancing reporting capabilities.
• Familiarity with interacting with prime brokers, repo desks, and stock loan desks.