Portfolio Financing Specialist

Overview

• Join a dynamic financial services firm as a Portfolio Financing Specialist, contributing to securities financing and lending operations.
• Collaborate with investment teams to manage liquidity and leverage facilities across multiple fund structures.
• Optimize asset leverage and financing strategies for diverse portfolios.
• Engage in firm-wide projects, including new fund launches and process enhancements.
• Coordinate with trading desks, external counterparties, and internal infrastructure throughout trade lifecycles.
• Contribute to a rapidly evolving environment, leveraging advanced financial modeling skills.
• Work in a hybrid setting, combining remote flexibility with on-site collaboration.
• Be part of a team committed to excellence and process improvement.

Key Responsibilities & Duties

• Coordinate with investment teams to assess portfolio changes and manage liquidity implications.
• Assist in securities lending operations, including executing transactions and managing counterparty relationships.
• Conduct ad-hoc analyses on fund liquidity, leverage, and investment capacity.
• Model financing impacts on fund returns, leverage, and portfolio construction.
• Streamline processes and reduce risks through group projects and collaboration.
• Collaborate with IT, Legal, and Compliance teams to optimize financing activities.
• Ensure efficient utilization of debt and cash across multiple funds.
• Provide market insights and coordinate borrow requests for securities lending.

Job Requirements

• Bachelor of Science (BS) degree with a strong academic track record.
• 3-5 years of experience in asset management, hedge funds, or financial institutions.
• Proficiency in prime brokerage margin finance, swap, repo, and securities lending.
• Advanced Excel skills for financial modeling and process improvement.
• Strong communication and relationship management skills.
• Familiarity with liquidity management, fund finance, and credit products.
• Ability to manage projects independently and thrive in a dynamic environment.
• Commitment to excellence and attention to detail in decision-making.