Cleartech Recruiting · 4 hours ago
Portfolio Analyst
NYC Metro Area
Full-time
Onsite
Mid Level
$125K/yr - $175K/yr
4+ years expCleartech Recruiting is seeking a Treasury / Portfolio Analytics Associate to support the development and optimization of internal processes and analytical frameworks. This role focuses on modeling and analyzing complex datasets to drive informed decision-making and enhance trading operations and capital management.
Staffing & Recruiting
Responsibilities
Develop and refine analytical models focused on collateral and funding optimization, enhancing data accuracy, scalability, and operational utility
Conduct comprehensive daily analysis of margin requirements and maintain ongoing dialogue with financial counterparties to enhance liquidity positioning
Support the oversight of funding arrangements across multiple brokerage relationships, with emphasis on cost-effective capital deployment
Partner cross-functionally to build robust treasury infrastructure leveraging both internal tools and third-party platforms
Qualification
Required
4+ years in institutional finance, investment operations, or related capacity within asset management or capital markets
Strong quantitative aptitude with demonstrated analytical capabilities
Expert-level proficiency in Excel (advanced functions, macros, complex formulas); familiarity with SQL, VBA, Python, or similar languages highly valued
Proven experience building, maintaining, and extracting insights from large-scale datasets
Understanding of institutional brokerage operations and financing mechanics, including collateral management and secured lending structures
Familiarity across multiple asset classes including cash securities, listed derivatives, and over-the-counter instruments
Meticulous attention to detail with excellent process management capabilities
Clear and effective communication skills in both written and verbal formats
Company
Cleartech Recruiting
Launched in 2020 and powered by more than two decades of recruitment expertise and leadership, Cleartech is the technical recruitment division of Clarity Recruiting.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase