Portfolio Financing Specialist Job at Nextera Search, Greenwich, CT

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  • Nextera Search
  • Greenwich, CT

Job Description

A financial services firm is seeking an experienced professional to join their team as a Portfolio Financing Specialist. This role will follow a hybrid schedule.

Responsibilities:

  • Partner with the investment team to stay informed on portfolio changes and proactively assess their impact on fund liquidity and leverage facilities.
  • Engage daily with custodians and financing counterparties to support the funds’ financing arrangements.
  • Produce weekly liquidity and leverage reports, and perform ad-hoc analyses on fund liquidity, leverage, and investment capacity.
  • Support securities lending activities, including providing market insight to the desk, coordinating borrow requests, executing financing transactions, reviewing reports, and managing associated risks.
  • Optimize the use of debt and cash across multiple funds to ensure efficient capital deployment.
  • Perform other duties, as needed.

Qualifications:

  • Bachelors degree in finance or related field.
  • Minimum of 3 to 5 years of experience in asset management, hedge funds, banking, or a comparable financial institution.
  • Hands-on experience with prime brokerage margin financing, total return swaps, repos, securities lending, or broader fund financing activities.
  • Proficient in Excel, with a strong track record of building or significantly enhancing financial models.

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