Portfolio Finance Associate Overview • The Portfolio Finance Associate will support financing, liquidity, and balance-sheet needs for diversified investment portfolios. • Collaborate with investment teams, prime brokers, lenders, and internal operations to optimize financing structures and capital utilization. • Gain exposure to complex financial instruments and trading strategies within a dynamic investment platform. • Contribute to the development of analytical tools and reporting to enhance portfolio financing transparency. • Participate in projects focused on counterparty management, financing optimization, and operational efficiency. • Work in a hybrid environment, combining remote flexibility with on-site collaboration. • Engage with senior stakeholders and financial institutions to ensure alignment with strategic goals. • Ideal for candidates with securities lending, prime brokerage, or institutional financing experience seeking impactful roles. Portfolio Finance Associate Key Responsibilities & Duties • Manage portfolio financing arrangements, including securities lending, repo, and secured financing structures. • Monitor financing balances, margin requirements, collateral movements, and borrowing costs across portfolios. • Collaborate with investment teams to identify opportunities for capital and balance-sheet efficiency improvements. • Analyze financing terms, rates, leverage, collateral requirements, and economic considerations. • Support onboarding and maintenance of financing relationships with financial institutions. • Investigate margin and collateral discrepancies, coordinating resolution with internal and external parties. • Prepare reports on financing utilization, portfolio leverage, liquidity, and funding costs. • Evaluate financing alternatives for new trades, strategies, and investment opportunities. • Participate in risk monitoring and ensure financing activities align with established parameters. Portfolio Finance Associate Job Requirements • Bachelor's degree in Finance, Economics, Accounting, Mathematics, or related discipline. • 2–5 years of experience in securities lending, prime brokerage, repo, or institutional financing. • Strong understanding of securities financing and collateral mechanics. • Familiarity with equities, fixed income, derivatives, or other traded financial products. • Proficiency in Excel; experience with SQL, Python, Bloomberg is advantageous. • Excellent analytical and quantitative skills for managing financial data. • Strong communication skills to interact with portfolio managers, traders, and financial institutions. • Attention to detail and ability to manage time-sensitive processes efficiently. • Experience in a hybrid work environment is preferred.