captivate
Understanding the tactics of NYPD hostage negotiation and how to diffuse volatile situations.
Capstone is a results-driven, collaborative culture focused on excellence that is delivered through the collective efforts of everyone on our team. That’s why we challenge and support each other to grow; to grow our skills, broaden our knowledge, expand our horizons, and think differently. Our team is our most important asset and investment.
“There's a lot of information sharing here. There is deep expertise across the firm, and people are constantly talking to each other. They are open to collaboration on ideas and information.”
— Jordan Sinclair, Derivatives Research Specialist
What drives us.
our mission
To anticipate and harness the complexities of global derivatives markets to create opportunities for our clients, team and industry.
our vision
To provoke the evolution of asset management through open and continuous collaboration.
brand positioning
We see the world differently.
Our values.
Transcendent Thinking
Where others fear instability, we find opportunity.
“Our clients are not only looking for returns, they are looking for information in and around volatility strategy across asset classes.”
— Matt Tonelli, Head of Trading
Tenacious Innovation
Anticipate change and adapt proactively to maintain a sustainable advantage.
“You can’t be innovative if you don’t fail. We encourage people to own their failures so that we can learn from them, and collectively recover from them.”
— Heather Haigh, Head of Human Resources and Diversity & Inclusion
Deliberately Particular
Promote a results-driven work ethic that seeks out and nurtures the exceptional.
“Everybody here has seen a crash or two or three. We’ve been through it. There's a lot of experience here.”
— Robert Kolodziej, Head of Business Development
Progressive Transparency
Lead through open and continuous collaboration with our team, clients and industry.
“We're open because that's how much we believe in volatility; we want to help develop the industry. We're very transparent and believe in the product, not just our approach.”
— Jason Goldberg, Senior Portfolio Manager.
Rigorous Discipline
Maintain exceptional standards and support one another to achieve them.
“We encourage people to own their mistakes. Many people associate mistakes with weakness, but I believe that owning and understanding them takes the stress out of your position and is very liberating.”
— paul britton, chief executive officer
Pure Integrity
Build trust by delivering results with objectivity and humility.
“We acknowledge that we are going to make mistakes, but we have the humility to take pause, deeply analyze and learn from those mistakes, and that is a key driver to our success.”
— paul britton, chief executive officer
Disclaimer: Capstone’s values are aspirational in nature. There is no guarantee that Capstone will implement or maintain such values or that such values will lead to attractive returns or avoid losses.
Education and opportunity.
We look for employees who have the skills and capabilities to be successful in their role and expand their impact throughout the organization. As new employees onboard, they are guided through their acclimation to ensure an understanding of their role and career trajectory and to set them on a path for success. Our employee training and development opportunities seek to challenge employees to grow their skills, think differently, broaden their knowledge and expand their horizons.
We support a learning journey by bringing in a variety of speakers, providing access to experienced industry professionals, sourcing differentiated development programs and offering training platforms to pursue individual interests. We invest in managers to equip them with the tools to support employees as they navigate through their jobs, teams and careers at Capstone, and ensure their experiences are mutually fulfilling.
“I want everyone at Capstone to understand that they have a large organization filled with exceptional people who are here to support them.”
— Paul Britton, Chief Executive Officer
Captivate.
At Capstone, exploring risk and its associated benefits is a part of our DNA. Our Captivate series of lectures and discussions aims to bring in leaders from diverse walks of life—who also view the world differently—in order to help us understand their unique approach and learn from their experiences.
captivate
The application of a focused and strategic approach to calmly overcome the odds.
“We are a results-driven environment, and we are a results-driven business. That requires a level of excellence to be able to create those results.”
— paul britton, chief executive officer
Investment Team Opportunities.
We are always looking for new investment talent. If you are looking to take the next step in your career, and are interested in connecting with Capstone's Business Development Team,please apply here.
Across Capstone's two separate but complementary investment platforms - CGM and Capstone Solutions - we have deep experience with many types of investment strategies and a primary focus in derivatives, volatility and relative value-based strategies. Collaborative by design, Capstone's investment platform encourages process, research and idea sharing.
Common qualities in Portfolio Manager candidates include:
• Quality non-correlated track record• Process oriented
• Data driven
• Self-starter
• Technically oriented
• Intense innovator
• Relentless work ethic
• Unbiased
• Consistent
Careers at Capstone.
Want to see the world differently? Intellectual curiosity, the openness to share ideas, humility, the highest ethical standards and a desire to excel are a few of the traits that it takes to thrive and be your best self at Capstone.
2023 Investment Graduate Rotation Program – LDN
London
Apply now
This is a tremendous opportunity for a highly motivated and dynamic individual, who is interested in kick starting their investment career at a high performing, multi-strategy alternative investment firm. Opportunities are available in Capstoneâs London and New York offices.
2023 Investment Graduate Rotation Program – NYC
New York
Apply now
This is a tremendous opportunity for a highly motivated and dynamic individual, who is interested in kick starting their investment career at a high performing, multi-strategy alternative investment firm. Opportunities are available in Capstoneâs London and New York offices.
2023 Operations Graduate Rotation Program – LDN
London
Apply now
We are looking for highly motivated and dynamic individuals who are interested in kick starting their finance career for our trading operations rotation program. If you are someone who is interested in the financial markets and wants to learn about trading and trading infrastructure, this opportunity can offer that critical foundation to the industry.
In this two-year program, you will have the opportunity to work with and rotate through our operations department, middle office department and treasury and portfolio finance department.
The operations team’s main role is to ensure the correct and optimal facilities are established to manage different types of trading. On a daily basis, the team is reconciling trades, positions, fees and cash, as well as working with counterparties to ensure timely settlement.
The middle office team is responsible for trade booking and managing the trade lifecycle for all of the firm’s strategies. The team works directly with portfolio managers and brokers to manage trade flow and resolve breaks. The team is also responsible for monitoring daily PnL and performance for all of Capstone’s funds.
The treasury and portfolio finance team is responsible for implementing the firm’s financing strategy across all asset classes, investing excess liquidity, optimizing margin, cash and collateral, and managing counterparty relationships.
In each of the rotations, you will gain hands on experience working on challenging and meaningful projects and gain exposure to various areas of trading operations and Capstone’s business.
Capstone will also provide you with training opportunities to help advance your people, leadership and technical skills. Throughout the duration of the program, you will also have a dedicated mentor who will help you develop both personally and professionally. Upon successful completion of the program, you will have the opportunity to be selected for a permanent position in one of our global offices.
DESIRABLE CANDIDATES:
- On track to receive an undergraduate degree in June 2023 in Finance, Accounting, Economics, Business Administration, or a related field
- A keen interest in financial markets
- Effective written and verbal communication skills
- Ability to multitask and be collaborative in a fast-paced environment
- Ability to maintain internal and external relationships
2023 Operations Graduate Rotation Program – NYC
New York
Apply now
We are looking for highly motivated and dynamic individuals who are interested in kick starting their finance career for our trading operations rotation program. If you are someone who is interested in the financial markets and wants to learn about trading and trading infrastructure, this opportunity can offer that critical foundation to the industry.
In this two-year program, you will have the opportunity to work with and rotate through our operations department, middle office department and treasury and portfolio finance department.
The operations team’s main role is to ensure the correct and optimal facilities are established to manage different types of trading. On a daily basis, the team is reconciling trades, positions, fees and cash, as well as working with counterparties to ensure timely settlement.
The middle office team is responsible for trade booking and managing the trade lifecycle for all of the firm’s strategies. The team works directly with portfolio managers and brokers to manage trade flow and resolve breaks. The team is also responsible for monitoring daily PnL and performance for all of Capstone’s funds.
The treasury and portfolio finance team is responsible for implementing the firm’s financing strategy across all asset classes, investing excess liquidity, optimizing margin, cash and collateral, and managing counterparty relationships.
In each of the rotations, you will gain hands on experience working on challenging and meaningful projects and gain exposure to various areas of trading operations and Capstone’s business.
Capstone will also provide you with training opportunities to help advance your people, leadership and technical skills. Throughout the duration of the program, you will also have a dedicated mentor who will help you develop both personally and professionally. Upon successful completion of the program, you will have the opportunity to be selected for a permanent position in one of our global offices.
DESIRABLE CANDIDATES:
- On track to receive an undergraduate degree in June 2023 in Finance, Accounting, Economics, Business Administration, or a related field
- A keen interest in financial markets
- Effective written and verbal communication skills
- Ability to multitask and be collaborative in a fast-paced environment
- Ability to maintain internal and external relationships
BASE SALARY
$70,000 – $70,000 USD
2023 Summer Internship – Investment – HK
Hong Kong
Apply now
Our investment pods are looking for bright, curious, and motivated candidates to join their teams for a summer internship. Throughout the summer, interns will be given the opportunity to learn about various investments strategies, as well as complete a project that will be both educational and a value add to the business.
Investment pod placements may include Sovereign Rates Relative Value, Global Equity Volatility, Statistical Arbitrage, Convertible Bond Arbitrage, and more.
PROGRAM DETAILS
Capstone’s 2023 Summer Internship is a 10–12-week summer program. You will be given a project that is both educational and a value add to the business, at the end of the summer you will present your project to the senior leadership team. Throughout the program you will attend educational sessions given by senior leadership, we will host team building exercises and encourage relationship building with the firm. At the end of the summer, we will have a send-off lunch to close out the program and thank you for all your hard work.
DESIRABLE CANDIDATES:
- Currently pursuing an Undergraduate or master’s degree in Finance, Data Science, Mathematics, Engineering, or related field
- Strong PC skills utilizing Microsoft Excel, Word, and Outlook
- Proficiency in Python or similar (MATLAB, R, C++) is desirable but not compulsory
- Excellent verbal and written communication skills
2023 Summer Internship – Investment – LDN
London
Apply now
Our investment pods are looking for bright, curious, and motivated candidates to join their teams for a summer internship. Throughout the summer, interns will be given the opportunity to learn about various investments strategies, as well as complete a project that will be both educational and a value add to the business.
Investment pod placements may include Sovereign Rates Relative Value, Global Equity Volatility, Statistical Arbitrage, Convertible Bond Arbitrage, and more.
PROGRAM DETAILS
Capstone’s 2023 Summer Internship is a 10–12-week summer program. You will be given a project that is both educational and a value add to the business, at the end of the summer you will present your project to the senior leadership team. Throughout the program you will attend educational sessions given by senior leadership, we will host team building exercises and encourage relationship building with the firm. At the end of the summer, we will have a send-off lunch to close out the program and thank you for all your hard work.
DESIRABLE CANDIDATES:
- Currently pursuing an Undergraduate or master’s degree in Finance, Data Science, Mathematics, Engineering, or related field
- Strong PC skills utilizing Microsoft Excel, Word, and Outlook
- Proficiency in Python or similar (MATLAB, R, C++) is desirable but not compulsory
- Excellent verbal and written communication skills
2023 Summer Internship – Investment – NYC
New York
Apply now
Our investment pods are looking for bright, curious, and motivated candidates to join their teams for a summer internship. Throughout the summer, interns will be given the opportunity to learn about various investments strategies, as well as complete a project that will be both educational and a value add to the business.
Investment pod placements may include Sovereign Rates Relative Value, Global Equity Volatility, Statistical Arbitrage, Convertible Bond Arbitrage, and more.
PROGRAM DETAILS
Capstone’s 2023 Summer Internship is a 10–12-week summer program. You will be given a project that is both educational and a value add to the business, at the end of the summer you will present your project to the senior leadership team. Throughout the program you will attend educational sessions given by senior leadership, we will host team building exercises and encourage relationship building with the firm. At the end of the summer, we will have a send-off lunch to close out the program and thank you for all your hard work.
DESIRABLE CANDIDATES:
- Currently pursuing an Undergraduate or Master’s degree in Finance, Data Science, Mathematics, Engineering, or related field
- Strong PC skills utilizing Microsoft Excel, Word, and Outlook
- Proficiency in Python or similar (MATLAB, R, C++) is desirable but not compulsory
- Excellent verbal and written communication skills
Hourly Rate
$30 – $40 USD
2023 Summer Internship – Investor Relations
New York
Apply now
PROGRAM DETAILS
Capstone’s 2023 Summer Internship is a 10–12-week summer program. You will be given a project that is both educational and a value add to the business, at the end of the summer you will present your project to the senior leadership team. Throughout the program you will attend educational sessions given by senior leadership, we will host team building exercises and encourage relationship building with the firm. At the end of the summer, we will have a send-off lunch to close out the program and thank you for all your hard work.
INVESTOR RELATIONS
The Investor Relations team serves as the first touch for Capstone’s institutional investor base, which is predominantly comprised of pensions, endowments, and foundations. The team provides first-class client service and is responsible for handling incoming requests from both current and prospective investors. The Investor Relations team liaises with multiple groups across the firm on a day-to-day basis, including investment teams, risk, and operations.
DESIRABLE CANDIDATES:
- Current undergraduates pursuing studies in marketing, Finance, or related field
- Proficient in Microsoft Office (Excel, PowerPoint, Word, and Outlook)
- Motivated and proactive
- Able to work independently within a team
- Extremely organized and detail-oriented
HOURLY RATE
$28 USD – $32 USD
2023 Summer Internship – Software Engineer – LDN
London
Apply now
Program Details
Capstone’s 2023 Summer Internship is a 10–12-week summer program. You will be given a project that is both educational and a value add to the business, at the end of the summer you will present your project to the senior leadership team. Throughout the program you will attend educational sessions given by senior leadership, we will host team building exercises and encourage relationship building with the firm. At the end of the summer, we will have a send-off lunch to close out the program and thank you for all your hard work.
Technology Development
The IT development team creates applications and technical tools for different teams within the firm. These applications include investment management tools for traders, systems to automatically process trades, tools for accounting, legal and compliance as well as risk management to oversee the investment process. The IT development team is divided into sub teams, which are aligned with different groups in the firm.
Skills and Qualifications
- Some SQL from a class in data structures or data processing or hands-on project work
- Some proficiency from classwork or projects in either C#, Java, or C++
- Beginner skills of Python
- Fast learner and able to contribute, with a team-player mentality
2023 Technology Graduate Rotation Program – LDN
London
Apply now
This is a great opportunity for a highly motivated and dynamic individual who is interested in kick starting their software development career with an interest in financial markets and in particular, financial risk management. This individual should have a keen eye for detail, affinity with data processing and a natural interest in technology.
We are looking for an aspiring software developer with an interest in designing and building software components and growing understanding of data structures and database engines to join our technology team! The development team builds and maintains the firm’s information processing platform and supports trading desks, portfolio management teams and other support functions throughout the firm. This two-year program involves contributing to building of software components of the firm’s information processing platform.
In this two-year program, you will move through four six-month rotations, working on challenging, meaningful projects and gaining exposure to various investment strategies across multiple asset classes and different investment teams. Capstone will also provide you with multiple hands-on training opportunities throughout this two-year program to help advance your soft skills and technical knowledge. You will have the opportunity to work with our top Portfolio Managers and Traders daily, receiving accelerated training and exposure to the Asset Management industry. Throughout the duration of the program, you will also have a dedicated mentor from the investment team who will help you develop both personally and professionally. Upon successful completion of the program, you will have the opportunity to be selected for a permanent position in one of our global offices.
RESPONSIBILITIES
- Support and help build automated workflows as part of a processing platform to support trading in equities, fixed income, FX, credit, rates, volatility, and exotic products
- Create significant efficiencies in the firm’s post-trade workflows by gaining detailed knowledge of data structures and object modelling of many instruments in these asset classes
- Modelling of data structures and processes for equities, fixed income, FX, credit rates, volatility, and exotic products
- Setting up of new funds and strategies
- Import of files and data mapping from market data vendors, Prime Brokers and other third parties
- Design and implementation of trade files to prime brokers and fund administrators within a managed queue processing framework
DESIREABLE CANDIDATES
- On track to receive an undergraduate degree in May 2023 in Information Technology, Management Information Systems, Computer Science, Computer Engineering, or a related technical field
- Ability to work creatively and analytically in a problem-solving environment
- Excellent leadership and interpersonal skills
- Working knowledge of SQL Server or Sybase, SQL including stored procedures
- Experience with either Java or C#
- Experience with data structures and object models in financial instruments in at least one asset class
- Experience with Python is a plus
2023 Technology Graduate Rotation Program – NYC
New York
Apply now
This is a great opportunity for a highly motivated and dynamic individual who is interested in kick starting their software development career with an interest in financial markets and in particular, financial risk management. This individual should have a keen eye for detail, affinity with data processing and a natural interest in technology.
We are looking for an aspiring software developer with an interest in designing and building software components and growing understanding of data structures and database engines to join our technology team! The development team builds and maintains the firm’s information processing platform and supports trading desks, portfolio management teams and other support functions throughout the firm. This two-year program involves contributing to building of software components of the firm’s information processing platform.
In this two-year program, you will move through four six-month rotations, working on challenging, meaningful projects and gaining exposure to various investment strategies across multiple asset classes and different investment teams. Capstone will also provide you with multiple hands-on training opportunities throughout this two-year program to help advance your soft skills and technical knowledge. You will have the opportunity to work with our top Portfolio Managers and Traders daily, receiving accelerated training and exposure to the Asset Management industry. Throughout the duration of the program, you will also have a dedicated mentor from the investment team who will help you develop both personally and professionally. Upon successful completion of the program, you will have the opportunity to be selected for a permanent position in one of our global offices.
RESPONSIBILITIES
- Support and help build automated workflows as part of a processing platform to support trading in equities, fixed income, FX, credit, rates, volatility, and exotic products
- Create significant efficiencies in the firm’s post-trade workflows by gaining detailed knowledge of data structures and object modelling of many instruments in these asset classes
- Modelling of data structures and processes for equities, fixed income, FX, credit rates, volatility, and exotic products
- Setting up of new funds and strategies
- Import of files and data mapping from market data vendors, Prime Brokers and other third parties
- Design and implementation of trade files to prime brokers and fund administrators within a managed queue processing framework
DESIREABLE CANDIDATES
- On track to receive an undergraduate degree in May 2023 in Information Technology, Management Information Systems, Computer Science, Computer Engineering, or a related technical field
- Ability to work creatively and analytically in a problem-solving environment
- Excellent leadership and interpersonal skills
- Working knowledge of SQL Server or Sybase, SQL including stored procedures
- Experience with either Java or C#
- Experience with data structures and object models in financial instruments in at least one asset class
- Experience with Python is a plus
BASE SALARY
$90,000 – $110,000 USD
Analyst, Business Development – Investment Talent Acquisition
New York
Apply now
RESPONSIBILITIES:
- Map, source, and headhunt prospective investment professionals to Capstone
- Introduce prospective portfolio managers / investment professionals to Capstone, capturing detail on CRM and reporting this to other Business Development team members
- Actively research/headhunt via LinkedIn, articles, BBG and other databases to find talent and gain insight into competing funds
- Maintain and build relationships with external recruiters and bank contacts to find best-in-class investment professionals
- Utilize CRM to report on key metrics. Manage data, profiles, and resumes
- Internship & Graduate Rotation program – assist with screening resumes, phone screens and placement. Be able to connect projects with candidate
- Campus recruitment – assist with coordinating university career fairs
- Competitor Mapping
- Ad hoc projects/ presentations via PowerPoint
- Create job specifications for any role on the investment side
- Communicate effectively to the team and management on any new hires
- Oversee scheduling of all meetings and coordination to ensure efficiency
- Maintain and continue to improve/develop CRM
- Work with team members in other time zones
DESIRABLE CANDIDATES:
- 1-4 years’ experience in an executive search/ talent acquisition or business development orientated position at an investment firm or financial services search firm
- Salesforce and Tableau experience desired
- Ability to multi-task and deliver high quality, consistent results in a high pace environment
- Excellent written and communication skills, intuition to 'report forward'
- A team-oriented individual with a high degree of integrity and discretion
- Strong organization skills and rigorous attention to detail
Base Salary Range
$65,000 – $130,000 USD
Assistant Fund Controller
New York
Apply now
RESPONSIBILITIES:
- Support the Controller and CFO by working closely with the other Assistant Fund Controller on daily team supervision and overseeing all aspects of the Capstone funds, including a $5.5B multi-strategy flagship fund and 20+ Solutions accounts ranging from SMAs and funds of one to funds with complex liquidity terms and customized fee calculations
- Directly manage at least one Fund Accountant on the team
- Collaborate with Middle Office on the review of daily PnL as well as reviewing internal day-to-day NAV reporting
- Participate in IT development projects on the Finance development list and work closely with the technology team Review of month end close packages from the administrator along with overseeing the completion of internal shadow allocations for Capstone’s funds including a $5.5B multi-strategy flagship fund and 20+ Solutions accounts ranging from SMAs and funds of one to funds with complex liquidity terms and customized fee calculations
- Support IR team on ad hoc and monthly investor requests, DDQ responses.
- Work closely with Fund Attorneys on the review of fund and investor documents, including assisting in the negotiation of investor side letters and MFNs
- Participate in the coordination the accounting aspects of new fund launches, including fund structuring and management and incentive calculation scenarios as well as both internal meetings and external calls throughout the launch
- Coordinate with the SVP of FP&A on management fee and incentive forecasts
- Review of audited financials
- Work with the SVP of Tax to prepare fund tax estimates and review fund K-1, Federal + State filings review
DESIRABLE CANDIDATES:
- Strong organizational and multitasking skills
- Experience with and ability to manage multiple projects and deliverables at one time: plan, document and coordinate projects as well as ensuring the team makes continuous progress, hits planned deadlines and ultimately delivers on the final results
- Involvement in process improvement/overall quality control of procedures
- IT development project experience as it relates to Fund Accounting
- Mix of private/public or private/admin experience is ideal. CPA is a plus.
- Advanced Microsoft Excel skills, VBA experience is a plus
- Experience working on Financial Statements / Audit Process
- Experience working on tax returns (K-1’s, Federal + State filings) is a plus
BASE SALARY RANGE
$150,000 – $175,000 USD
Legal Analyst/Associate
New York
Apply now
Capstone Investment Advisors, LLC (âCapstoneâ) is looking for a qualified, enthusiastic candidate to join the firmâs global Legal and Compliance team in a âLegal Operationsâ role. This is a full-time position and can be based out of Capstoneâs New York City headquarters or the firmâs satellite office in Stamford, CT.
Risk Manager
London
Apply now
This role will play a critical part of the Capstone Risk mission to build a world-class risk platform to drive understanding and empower decisions on Risk, Performance, Margin and Capital Allocation.
You will work as part of our Risk team providing key assistance to the Chief Risk Officer (CRO) and the Capstone Investment Committee.
To be effective in this role you will be required to interact with every business area: Trading, Technology, Treasury, Finance, Investor Relations, Compliance and Operations. The role offers great exposure to the many and varied aspects of a hedge fund, and you will be expected to be a great communicator, a strong team player, an open-minded collaborator and able to bring your own and others innovative ideas to life.
RESPONSIBILITIES:
• Lead the risk management across a variety of trading desks
• Help develop the risk modelling, pricing, and analytics suite to enable effective decision making by Risk, Portfolio Managers, and the Investment Committee
• Design bespoke stress scenarios to provide insight and aggregation of exposures across desks and funds.
• Develop innovative performance analytics solutions to enable effective tracking of performance, alpha and benchmarks
• Closely follow international markets / macro events and communicate associations to PNL & performance
• Develop and monitor the Risk Limit framework & Reporting for each trading desk covered
• Proactively explore and develop new tools & approaches to understanding the risk exposures across books and asset classes
• Work closely with the Risk Technology team to ensure systems are automated, efficient, and accurate
DESIRABLE CANDIDATES:
- 3 – 8 years of relevant applied experience with options & derivatives to be able to add tangible value in expanding our current approaches
- Proven ability in applying and developing Stress scenarios, VaR, PCA, Factor Models, Risk Metrics or Option Pricing.
- Understanding of PNL drivers of trading books and an ability to communicate and explain the performance
- Good listening skills and an ability to flex style to communicate articulately, concisely and with conviction to a wide range of stakeholders
- High levels of motivation and continually seeking to improve the performance of self and supportive of others to perform
- A collaborative team player, systematic, rigorous with an exceptionally high attention to detail
- Analytical, innovative, and curious about with and extrapolating meaning from data
- Strong derivatives product knowledge covering pricing and risk
- Good Python (or similar) programming skills
- Good SQL and data visualization skills preferable
Treasury and Portfolio Finance Analyst
New York
Apply now
The Treasury & Portfolio Finance team is responsible for the firm’s financing, margin, cash and collateral, liquidity, FX hedging, and counterparty relationships. The team focuses on implementing technology solutions to build highly efficient and scalable processes. You will gain exposure to most asset classes and the underlying derivatives, including equities, fixed income, FX, commodities, and credit. This is a hybrid role that includes elements of portfolio management, execution, operations, IT, legal, risk, and relationship management.
RESPONSIBILITIES:
• Execute trades that will include cash equities, equity derivatives, futures, options, Treasuries and other sovereign bonds, Repo and FX
• Develop and implement financing optimization models to improve margin and cost across multiple asset classes and legal agreements
• Provide pricing, margin, and financing market color to Portfolio managers
• 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 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
DESIRABLE CANDIATES:
• Bachelor's degree required, Finance, Economics, Computer Science, or related field
• 1-3 years’ experience at an Investment Bank or Asset Manager
• Advanced technical skills in Excel, VBA, and SQL
• Programming knowledge is a plus (Python, C#)
• Ability to work with a sense of urgency in a fast-paced environment
• Effective communication and interpersonal skills
• Strong analytical and problem-solving skills
BASE SALARY RANGE
$70,000 – $110,000 USD
Treasury Quantitative Associate
London
Apply now
The Treasury & Portfolio Finance team is responsible for the firm’s financing, margin, cash and collateral, liquidity, FX hedging, and counterparty relationships. The team focuses on implementing technology solutions to build highly efficient and scalable processes. You will gain exposure to most asset classes and the underlying derivatives, including equities, fixed income, FX, commodities, and credit. This is a hybrid role that includes elements of portfolio management, execution, operations, IT, legal, risk, and relationship management.
RESPONSIBILITIES:
• Develop and implement financing optimization models to improve margin and cost across multiple asset classes and legal agreements
• Develop analytics and reports to monitor counterparty metrics, funding markets, Pnl drivers and ad-hoc needs of Treasury desk
• Work closely with IT to develop and enhance Treasury systems
• Develop an understanding of Treasury functions, including cash management, opportunistic fixed-income, and equity financing trades, etc
DESIRABLE CANDIDATES:
• Bachelor's degree required (Masters or higher preferred) in Finance, Economics, Computer Science, or related quantitative field.
• 2-5 years’ experience in the capital markets division of an Investment Bank or Asset Manager
• Hands-on experience utilizing Python, C++, Java, VBA, SQL
• Experience with statistics, AI & ML techniques
• Ability to work with a sense of urgency in a fast-paced environment
• Effective communication and interpersonal skills
• Strong analytical and problem-solving skills
BASE SALARY RANGE
$130,000 – $220,000 USD