Middle Office Funding

Overview

• Join a leading financial services firm specializing in portfolio finance and funding operations.
• Contribute to optimizing leverage strategies and managing financing costs effectively.
• Collaborate with investment teams to enhance financial methodologies and decision-making processes.
• Engage with diverse financing methods, including equities, credit, repos, and FX hedging.
• Drive operational excellence by improving processes and reporting capabilities.
• Work in a fast-paced environment emphasizing creativity and analytical rigor.
• Be part of a team focused on achieving consistent returns and mitigating risks.
• Contribute to a culture valuing thoroughness, collaboration, and innovation.

Key Responsibilities & Duties

• Monitor and analyze daily margin and financing costs across multiple asset classes.
• Develop and implement efficient financing cost allocation methodologies.
• Execute repo transactions and manage securities borrowing for cost optimization.
• Oversee firm-level FX exposures and implement hedging strategies.
• Collaborate with investment professionals to align financing impacts with strategies.
• Partner with treasury teams for liquidity management and reinvestment activities.
• Engage with middle office teams to support trade operations and cash management.
• Maintain relationships with prime brokers, repo desks, and financing counterparties.
• Identify and implement improvements in processes, analytics, and reporting.

Job Requirements

• Bachelor’s degree in finance, economics, or a related field is required.
• 5-10 years of experience in portfolio finance, treasury, or funding roles.
• Proficiency in financing methods for equities, credit, and leverage concepts.
• Strong analytical skills and a detail-oriented approach to operations.
• Excellent communication skills for collaboration with stakeholders.
• Experience in FX hedging and managing financial exposures effectively.
• Ability to thrive in an on-site, dynamic, and fast-paced environment.
• Proven track record in process improvement and reporting enhancements.
• Familiarity with prime brokers, repo desks, and stock loan operations.