Junior Portfolio Finance Associte

Overview

The Portfolio Finance team is responsible for three core functions:

• Optimization of financing, clearing, and collateral arrangements across asset classes and investment strategies, subject to internal and external constraints.
• Portfolio management of cash and cash-equivalent instruments.
• Centralized management of critical sell-side relationships.

These responsibilities are integral to the firm’s success and involve close collaboration with external counter parties and internal teams, including Trading, Portfolio Implementation, Business Development, Research, Risk Management, Engineering, Legal, Tax, Compliance, and Operations.

• Assisting with management of the firm’s cash investments within defined constraints.
• Preparing and consolidating materials for semiannual broker review processes.
• Enhancing analytical tools related to cash management, financing, and clearing.
• Executing day-to-day operational tasks efficiently and introducing automation where appropriate.

• One to two years of experience at an equity prime broker.
• Strong written and verbal communication skills.
• Excellent analytical capabilities and experience working with large data sets.
• Experience with Python and SQL preferred.
• Exceptional attention to detail.
• Self-motivated, hands-on problem-solving approach.
• Ability to manage multiple priorities in a fast-paced environment.