Treasury & Portfolio Finance Analyst
SS&C Technologies
full-time
Posted on:
Location Type: Hybrid
Location: New York City • Florida, New York • 🇺🇸 United States
Visit company websiteSalary
💰 $60,000 - $130,000 per year
Job Level
Mid-LevelSenior
About the role
- Oversee daily treasury functions, including margin, financing, and cash management across managed accounts.
- Serve as the primary point of contact with Prime Brokers, FCMs, and counterparties for margin and funding discussions.
- Coordinate with internal Lighthouse teams on fund set-up and capital deployment requirements.
- Lead the development and implementation of an internal securities lending infrastructure for PMs.
Requirements
- 5–8 years of experience in a Prime Brokerage, Clearing firm, or hedge fund environment.
- Strong background in margin, financing, securities lending, and client service.
- Experience supporting hedge fund launches and fund onboarding.
- Solid understanding of margin and funding mechanics across asset classes.
- Demonstrated collaborative approach and ability to work effectively across teams.
Benefits
- 401k Matching Program
- Professional Development Reimbursement
- Flexible Personal/Vacation Time Off
- Sick Leave
- Paid Holidays
- Medical, Dental, Vision
- Employee Assistance Program
- Parental Leave
- Discounts on fitness clubs, travel and more!
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
cash managementmargin managementfinancingsecurities lendingfund onboardingfund set-upcapital deploymentclient serviceasset class mechanics
Soft skills
collaborative approacheffective teamwork