Middle Office

Capstone Investment Advisors•New York, NY

13h•$100,000 - $120,000

About The Position

We are seeking a Middle Office Analyst to join our team, responsible for a broad range of trade support activities and the endtoend management of the trade lifecycle within a fastpaced environment. This role works closely with the Portfolio Management and Trading teams, providing timely and accurate support while responding to multiple, often competing, queries throughout the trading day. The position requires strong organizational skills and the ability to effectively prioritize tasks based on risk, urgency, and business impact, ensuring critical issues are addressed promptly without compromising accuracy or control. You will be expected to remain calm under pressure, adapt to changing priorities, and consistently meet tight deadlines. The ideal candidate will have a strong interest in financial markets, excellent attention to detail, and a proactive mindset. A key focus of the role is leveraging technology to streamline processes, improve workflows, and reduce manual intervention, contributing to a more efficient and scalable operating model.

Requirements

Minimum 1 year’s experience in a financial services environment
Working knowledge of at least one asset class; experience with derivatives and convertible bonds is advantageous.
Corporate actions knowledge desirable
Understanding of the full trade lifecycle and associated controls
Strong Excel skills and experience using Bloomberg Terminal
Interest in, and some hands-on exposure to, coding (preferably Python)
Strong communication and interpersonal skills
Demonstrated interest in process improvement

Nice To Haves

Intellectual curiosity, the openness to share ideas, humility, the highest ethical standards and a desire to excel are a few of the traits that it takes to thrive and be your best self at Capstone.
To thrive at Capstone, a keen curiosity about technology and artificial intelligence is essential, as we continually drive innovation and enhance our strategic capabilities.

Responsibilities

Manage the accurate and timely trade capture of a wide range of products, including derivatives across equities, credit, fixed income and FX
Support Portfolio Managers by monitoring risk and position management platforms, investigating discrepancies, and troubleshooting issues as they arise
Monitor affirmation and matching platforms to ensure all trades are correctly booked, affirmed, and reflected in risk systems, escalating issues where appropriate
Work closely with Sales, Trading, and Operations teams to ensure effective trade allocation, confirmation, and settlement, maintaining strong communication across functions
Prioritize and manage multiple trade related queries throughout the trading day, balancing urgency and risk to ensure critical issues are addressed promptly
Maintain ownership of the end-to-end trade lifecycle, ensuring data integrity and operational controls at each stage
Review and evaluate existing processes with a view to leveraging technology and automation to reduce manual intervention and enhance efficiency
Partner with the wider Operations team to design and implement automation and process improvements, contributing to a scalable operating model
Responsible for P&L accuracy whether that’s in the form of T+0 intraday flash or signing off numbers T+1 in accordance with the valuation policy