Portfolio Financing Specialist

Job DetailExperience Level StaffDegree Type Bachelor of Science (BS)Employment Full TimeWorking Type HybridJob Reference 0000019380Salary Type AnnuallyIndustry Hedge FundSelling Points Contribute to innovative financial strategies in a dynamic environment. Collaborate across teams to optimize portfolio financing and leverage. Enhance your expertise in securities lending and liquidity management.Job DescriptionOverviewJoin 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 & DutiesCoordinate 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 RequirementsBachelor 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.