Capstone Investment Advisors · 5 days ago
Treasury and Portfolio Financing
New York, NY
Full-time
Hybrid
Entry, Mid Level
$100K/yr - $140K/yr
2+ years expCapstone Investment Advisors is one of the leading asset management firms in derivatives and complementary strategies. The Treasury & Portfolio Finance team is responsible for the firm’s financing, margin, cash and collateral, liquidity, FX hedging, and counterparty relationships, focusing on implementing technology solutions to build efficient processes.
ConsultingFinancial ServicesVenture Capital
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
Qualification
Required
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
Preferred
Programming knowledge is a plus (Python, C#)
Benefits
Training and development opportunities
Robust Wellness Resources: Physical, Mental and Financial
Time-Off, Retirement and Commuter Benefits
Gym Reimbursement and other Discounts
Company
Capstone Investment Advisors
Capstone Investment Advisors is a financial services firm operating in New York and London.
201-500 employees
H1B Sponsorship
Capstone Investment Advisors has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (20)
2024 (8)
2023 (9)
2022 (7)
2021 (7)
2020 (2)
Funding
Current Stage
Growth StageLeadership Team
Paul Britton
Founder & CEO
Joe Lucas
Partner & Pres/ COO
Recent News
2025-06-27
MarketScreener
2025-06-22
Portfolio Adviser
2025-03-20
Company data provided by crunchbase