Treasury and Portfolio Financing

 

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

Capstone is one of the leading asset management firms in derivatives and complementary strategies. With approximately $12 billion of AUM and over 330 employees (as of December 1^st, 2025), Capstone was formed in 2007 and is headquartered in New York with offices in London, Amsterdam, Milan, Los Angeles, Hong Kong, Stamford, and Boston.

For over 20 years, across market cycles, we have identified anomalies, tracked dislocations, and capitalized on opportunities to deliver for our investors. Our approach is built on a different way of investing, working together to innovate new strategies and solutions. Together, we explore the overlooked in the pursuit of lasting results for our clients.

With our sophisticated, global client base, we recognize that our success is deeply connected to real people. For that reason, we take a human approach to everything we do, focusing largely on collaborative performance. Our workflow and process are built around the belief that by sharing ideas, we achieve greater outcomes. This gives you greater access to resources, direct exposure to senior leadership, and new opportunities to experiment and innovate.

The Team:

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 and Impact:

• Develop and implement financing optimization models to improve margin and cost across multiple asset classes and legal agreements
• Generate ideas and execute trades that will include cash equities, equity derivatives, futures, options, Treasuries and other sovereign bonds, Repo and FX
• Provide pricing, margin and financing market colour to Portfolio managers
• Keep updated on emerging technologies and industry best practices related to risk management and technology and identify opportunities to leverage them for enhancing the risk platform.
• Provide leadership, mentorship and guidance to a team of risk technology professionals fostering a culture of collaboration, innovation and continuous improvement.
• 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 in order 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

Our future colleague has these skills:

• Bachelor's degree required; Finance, Economics, Computer Science or related field
• 2-3 years’ experience in Financing and Securities Lending at a top prime broker or asset manager
• Ability to work with a sense of urgency in a fast-paced environment
• Effective communication and interpersonal skills
• Strong analytical and problem solving skills
• Advanced technical skills in Excel, VBA and SQL
• Programming knowledge is a plus (Python, C#)

Benefits & 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 base pay for this role is $100,000 - $140,000 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.

In addition to base compensation, this role is eligible for an annual incentive plan.

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

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Capstone’s Commitment

At Capstone, we value a diverse, equitable, and inclusive workplace where all employees feel appreciated and respected. Our commitment to a nondiscriminatory approach extends equal opportunities for employment and advancement across our programs, departments, and locations. We actively seek and appreciate a variety of life experiences and heritages and advocate for the amplification of all voices.

At Capstone, we're all about creating a workplace where you can thrive and make a real impact. We value innovation, teamwork, trust, and discipline, and we know you do too.

Experimentation: We love fresh ideas and encourage you to try new things. Here, you’ll have the freedom to innovate and help shape our strategies.

Collaboration: We’re big on teamwork. You'll join a supportive community where everyone’s input matters, and we learn from each other every day.

Trust: We believe in building strong, honest relationships. You'll be part of an environment where your contributions are respected and integrity is key.

Discipline: In our fast-paced world, staying focused is crucial. We commit to high standards and a disciplined approach, helping you grow both personally and professionally.

Be part of a team that values your creativity and dedication. Together, let's push boundaries and achieve great things.

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.