Overview • Join a dynamic financial services firm as a Portfolio Financing Specialist, contributing to securities financing and lending operations. • Collaborate with investment teams to manage liquidity and leverage facilities across multiple fund structures. • Optimize asset leverage and financing strategies for diverse portfolios. • Engage in firm-wide projects, including new fund launches and process enhancements. • Coordinate with trading desks, external counterparties, and internal infrastructure throughout trade lifecycles. • Contribute to a rapidly evolving environment, leveraging advanced financial modeling skills. • Work in a hybrid setting, combining remote flexibility with on-site collaboration. • Be part of a team committed to excellence and process improvement. Key Responsibilities & Duties • Coordinate with investment teams to assess portfolio changes and manage liquidity implications. • Assist in securities lending operations, including executing transactions and managing counterparty relationships. • Conduct ad-hoc analyses on fund liquidity, leverage, and investment capacity. • Model financing impacts on fund returns, leverage, and portfolio construction. • Streamline processes and reduce risks through group projects and collaboration. • Collaborate with IT, Legal, and Compliance teams to optimize financing activities. • Ensure efficient utilization of debt and cash across multiple funds. • Provide market insights and coordinate borrow requests for securities lending. Job Requirements • Bachelor of Science (BS) degree with a strong academic track record. • 3-5 years of experience in asset management, hedge funds, or financial institutions. • Proficiency in prime brokerage margin finance, swap, repo, and securities lending. • Advanced Excel skills for financial modeling and process improvement. • Strong communication and relationship management skills. • Familiarity with liquidity management, fund finance, and credit products. • Ability to manage projects independently and thrive in a dynamic environment. • Commitment to excellence and attention to detail in decision-making.