Portfolio financing trader

Tardis Group; Hong Kong; On-site; HKD 900,000 - 1,500,000; Full time

Job summary

Tardis Group in Hong Kong seeks a Portfolio Finance Trader to manage APAC equity financing, inventory, and borrow costs across prime broker networks. The role requires 3–10 years on buy- or sell-side in Portfolio Finance or related areas, strong Mandarin, negotiation skills, and proficiency in Python for data analysis and workflow automation.

You will collaborate with research and trading desks to optimize capital usage and regulatory alignment.

Qualifications

• Experience of 3–10 years in Portfolio Finance or related roles.
• Deep knowledge of equity financing, securities lending and stock loans.
• Strong communicator with regional counterparties and stakeholders.

Responsibilities

• Oversee APAC equity financing—managing borrow rates, locates, inventory, and utilization across our prime broker network.
• Negotiate key commercial terms with prime broker partners, including rebates and box structures.
• Monitor recall quality and proactively manage borrow risk across the platform.
• Provide expert color and structured analysis around corporate actions impacting financing costs and inventory.
• Partner with research teams to understand strategies, support capacity scaling for existing books, and facilitate new trading opportunities.
• Build out internal reporting tools to scale financing activity efficiently, contributing directly to PnL and cost-allocation analysis.
• Apply knowledge of FX dynamics and margin mechanics to optimize capital usage across APAC.
• Stay attuned to APAC market structure and regulatory developments, translating changes into actionable opportunities.

Skills

Mandarin

Negotiation

Tools

Python

Job description

We are currently hiring for a global hedge fund which utilizes on systematic and quant strategies across financial markets for a Portfolio finance trader role.

Key Responsibilities

• Financing & Inventory Management: Oversee APAC equity financing—managing borrow rates, locates, inventory, and utilization across our prime broker network.
• Commercial Negotiation & Partnerships: Deepen relationships with regional prime broker partners, negotiating key commercial terms including outperformance rebates, pay-to-hold arrangements, and box structures.
• Risk & Recall Management: Monitor recall quality and proactively manage borrow risk across the platform.
• Corporate Actions & Special Situations: Provide expert color and structured analysis around special situations and corporate actions impacting financing costs and inventory.
• Research Partnership: Partner directly with research teams to understand their strategies, support capacity scaling for existing books, and facilitate new trading opportunities.
• Reporting & Cost Analytics: Build out internal reporting tools to scale financing activity efficiently, contributing directly to PnL and cost-allocation analysis.
• Capital & FX Optimization: Apply a strong understanding of FX dynamics and margin mechanics to optimize capital usage across the APAC region.
• Market Structure & Regulation: Stay closely attuned to APAC market structure and regulatory developments, translating changes into actionable commercial opportunities.

Required Skills & Qualifications

• Experience: 3 to 10 years of buy- or sell-side experience in Portfolio Finance, Delta One, Stock Loan, Prime Brokerage, or a closely related discipline.
• Domain Expertise: A sound, comprehensive grasp of equity financing, securities lending, stock loans, and cash-management concepts.
• Negotiation & Communication: An effective communicator and confident negotiator with third-party counterparties and senior stakeholders.
• Technical Fluency: Practical proficiency in Python (or a comparable programming language) for data analysis and workflow automation.
• Language Skills: Mandarin language skills are a strong plus given regional desk interactions and counterparties.