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Middle Office Analyst

New York, New York

We see the world differently at Capstone Investment Advisors. You will, too.

Capstone is a global, alternative investment management firm operating across a broad range of derivatives-based strategies with a deep understanding of volatility. With approximately $11.1 billion of AUM and 333 employees (as of February 1, 2025), Capstone was formed in 2007 and is headquartered in New York with offices in London, Amsterdam, Milan, Los Angeles, Hong Kong, Stamford, Boston, Tokyo, Houston, and Maryland. Through strategic insight, market-leading expertise and advanced technology, we seek to anticipate and harness the complexities of world markets, creating unique opportunities for our clients, team and industry.

Overview:

We are looking for a Middle Office Analyst to join our team. This position is responsible for a broad scope of trade support functions and managing the trade lifecycle in a fast-paced environment. You will work very closely with the Portfolio Management team and must be able to handle multiple queries from the trading desk at any given time. The ideal candidate for this position will have a passion for finance and a view to leverage technology to streamline processes and minimize manual tasks

Responsibilities and Impact:

  • Manage trade capture of all products including but not limited to derivatives across equities, credit, rates, and FX
  • Assist PM in monitoring risk platforms and troubleshoot any issues
  • Monitor affirmation platforms and ensure all risk/booking is correct
  • Work closely with Sales counterparts and Operations to ensure trades are allocated and settled
  • Manage affirmation of trades on matching platforms
  • Evaluate existing processes with a view to using technology to enhance and improve all manual aspects.
  • Working with members of the wider Operations team to build out more automation  

Our future colleague has these skills:

  • At least a year’s experience in a finance environment.
  • Working knowledge of convertible bonds, credit, equities, and equity options
  • Experienced and confident in managing and processing all types of corporate actions; The successful candidate will be responsible for liaising with counterparts to ensure the correct processing of corporate actions in a timely manner and will also be required to communicate back clearly and concisely to the desk the status of all such actions
  • An interest and some experience with coding, ideally Python, is preferable.
  • Strong familiarity with the trade lifecycle and relevant controls
  • Strong interpersonal and communication skills
  • Proficient in Excel
  • Experience with a Bloomberg Terminal.
  • Candidates should have a keen interest in process improvement

Do you possess these Bonus Skills:

  • 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.
  • To thrive at Capstone, a keen curiosity about technology and artificial intelligence is essential, as we continually drive innovation and enhance our strategic capabilities. 

Benefits and Compensation Information: 

Our team is our most important asset and investment. We value and respect our colleagues and their well-being inside and outside the workplace and our culture reflects this.  We offer a robust and competitive benefits program to ensure the well-being of our colleagues.

Some benefits included in this role are:

  • Training and development opportunities
  • Robust Wellness Resources: Physical, Mental and Financial
  • Time-Off, Retirement and Commuter Benefits
  • Gym Reimbursement and other Discounts

The applicable base salary range for this role is $90,000 - $120,000 USD. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

Equal Opportunity Employer: 

Capstone is committed to creating an inclusive environment where we welcome people of different backgrounds. Capstone considers applications for employment without regard to all applicable protected characteristics, including race, color, religion, ethnicity, national origin, gender, sexual orientation, gender identity or expression, age, parental status, veteran status, or disability status.

To learn even more about being part of the team, visit us online: Careers - Capstone (capstoneco.com)

Don’t forget to follow us on LinkedIn

 

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