Treasury and Portfolio Financing

Capstone Investment Advisors•New York, NY

5h•$100,000 - $140,000•Hybrid

About The Position

We see the world differently at Capstone Investment Advisors. You will, too. Capstone is one of the leading asset management firms in derivatives and complementary strategies. With approximately $12 billion of AUM and over 330 employees (as of December 1st, 2025), Capstone was formed in 2007 and is headquartered in New York with offices in London, Amsterdam, Milan, Los Angeles, Hong Kong, Stamford, and Boston. For over 20 years, across market cycles, we have identified anomalies, tracked dislocations, and capitalized on opportunities to deliver for our investors. Our approach is built on a different way of investing, working together to innovate new strategies and solutions. Together, we explore the overlooked in the pursuit of lasting results for our clients. With our sophisticated, global client base, we recognize that our success is deeply connected to real people. For that reason, we take a human approach to everything we do, focusing largely on collaborative performance. Our workflow and process are built around the belief that by sharing ideas, we achieve greater outcomes. This gives you greater access to resources, direct exposure to senior leadership, and new opportunities to experiment and innovate. The Treasury & Portfolio Finance team is responsible for the firm’s financing, margin, cash and collateral, liquidity, FX hedging, and counterparty relationships. The team focuses on implementing technology solutions to build highly efficient and scalable processes. You will gain exposure to most asset classes and the underlying derivatives, including equities, fixed income, FX, commodities, and credit. This is a hybrid role that includes elements of portfolio management, execution, operations, IT, legal, risk, and relationship management.

Requirements

Bachelor's degree required; Finance, Economics, Computer Science or related field
2-3 years’ experience in Financing and Securities Lending at a top prime broker or asset manager
Ability to work with a sense of urgency in a fast-paced environment
Effective communication and interpersonal skills
Strong analytical and problem solving skills
Advanced technical skills in Excel, VBA and SQL

Nice To Haves

Programming knowledge is a plus (Python, C#)

Responsibilities

Develop and implement financing optimization models to improve margin and cost across multiple asset classes and legal agreements
Generate ideas and execute trades that will include cash equities, equity derivatives, futures, options, Treasuries and other sovereign bonds, Repo and FX
Provide pricing, margin and financing market colour to Portfolio managers
Keep updated on emerging technologies and industry best practices related to risk management and technology and identify opportunities to leverage them for enhancing the risk platform.
Provide leadership, mentorship and guidance to a team of risk technology professionals fostering a culture of collaboration, innovation and continuous improvement.
Grow and develop counterparty relationships with the investment bank and broker-dealer community
Assist in cash and collateral management to optimize balance sheet usage, excess liquidity, FX exposure and margin posted with prime brokers and exchanges
Develop analytics and reports to monitor counterparty metrics, funding markets and Treasury PnL
Work closely with Operations and Middle Office teams to streamline processes and improve back office workflow
Work closely with IT in order to develop and enhance front-end trading systems
Generate an understanding of and provide backup coverage for core Treasury portfolio management and trading strategies, including Equity and Fixed Income Relative Value and Delta-One Arbitrage