Portfolio Finance

Responsibilities: Monitor and analyze daily margin and financing costs across prime brokerage, repo, total return swaps, and margin loans. Own and maintain the financing cost allocation methodology across strategies and asset classes, including efficiency metrics. Execute repo transactions for various fixed income and credit products. Facilitate borrowing of securities and minimize cost for short positions. Monitor firm-level FX exposures and hedge appropriately. Partner with internal teams regularly: Investment professionals, to provide insight into financing impact for current and future investment strategies. Treasury, for liquidity management and excess cash reinvestment. Middle office teams, for trade support and cash wires. Manage day-to-day interactions with prime brokers, repo desks, stock loan desks, and other financing counterparties. Consistently seek to improve processes and analytics/reporting capabilities.