Portfolio Finance Analyst

Two Sigma; New York (NY); Hybrid; USD 150,000 - 180,000; Full time

Benefits offered by this job

Fully paid medical and dental insurance

Competitive 401(k) match

Tuition reimbursement

Unlimited sick days

Flexible in-office days

Job summary

Two Sigma, a leading investment management firm in New York, is seeking a finance professional to join their Portfolio Finance team. This role involves managing repo trading and equity finance processes while optimizing collateral management.

The ideal candidate will possess a relevant bachelor’s degree, 3-7 years of applicable experience, and strong analytical skills. Two Sigma offers a generous compensation package including base pay, bonuses, health benefits, and a flexible hybrid work policy.

Qualifications

• 3-7 years of experience in Securities Lending or Prime Brokerage required.
• Strong understanding of financing structures crucial for the role.
• Ability to handle various issues like compliance and risk.

Responsibilities

• Manage US based repo trading and balance sheet activities.
• Negotiate financing costs and margin requirements.
• Develop financing measurement tools to drive outcomes.

Skills

Communication skills

Analytical skills

Problem-solving

Python or SQL familiarity

Education

Bachelor’s degree in Mathematics, Statistics, Finance, Economics, Computer Science, Engineering

Job description

Position Summary

Two Sigma is a leading quantitative investment management and trading firm. The company applies a scientific approach to investing, combining cutting‑edge technology, artificial intelligence, data science, and quantitative research with rigorous human inquiry to capitalize on market opportunities and deliver alpha for investors.

Our team of engineers, quantitative researchers and data scientists looks beyond the traditional to test hypotheses and develop creative solutions to some of the world’s most complex economic problems.

The Portfolio Finance team is responsible for the management of our prime brokerage, clearing and delivering broker relationships and related costs. The team is dedicated to developing and strengthening relationships with our financing partners with the goal to optimize services, costs and access across each of the business areas, markets and asset classes in which the company operates. In addition, the team handles the reinvestment of the portfolio’s free cash, asset and liability constructs, and counterparty credit risks. In this role you will join a team that provides daily financing coverage (SBL & Repo) and help lead firm expansion efforts across US fixed income, macro, credit and equity markets. The role will also share financing oversight for the APAC and EMEA regions. If you are passionate about joining a fast‑paced, dynamic team, we would love to meet you!

Responsibilities

• Responsible for US based repo trading (fixed income and credit) and balance sheet management activities, serving as part of the centralized financing desk for the firm
• Manage all of firm’s equity finance (cash plus synthetic) and stock borrow processes including daily sourcing of inventory on behalf of the firm’s market neutral strategies
• Negotiate commercial terms, financing costs and margin requirements for all of the firm’s strategies
• Optimize margin and financial resource consumption footprint with counterparties through managing firm’s wallet with counterparties across equity and macro products (Futures, FX, OTC Clearing)
• Serve as a key relationship management touchpoint for Two Sigma with external sell side counterparties across sales, trading, risk and credit
• Engage with portfolio managers on financing color, margin optimization and the latest regulatory and product developments for their strategies
• Manage the execution, risk and portfolio management of the firm’s liquidity portfolio of cash and cash equivalents; along with optimizing the firm’s collateral management
• Manage projects such as researching and launching new markets or asset classes for trading expansion or optimization
• Lead initiatives that improve and expand how we partner with our brokers
• Develop financing measurement and reporting tools to help drive outcomes

Qualifications

• Applicants should have a strong academic record, at minimum holding a bachelor’s degree with a concentration in Mathematics, Statistics, Finance, Economics, Computer Science, Engineering, or related field
• 3-7 years of work experience in Securities Lending, Prime Brokerage, Repo or Equity Swap/Portfolio Financing from either asset management or investment banking industries
• Understanding of financing structures across prime brokerage, fixed income financing and/or futures clearing
• Ability to dive into a wide variety of issues, such as operations, tax, legal, compliance, risk, general business terms, etc.
• Familiarity with coding, Python or SQL is a plus (e.g., ability to help extract data from SQL, develop reports and/or reporting dashboards, etc.)
• Excellent problem solving, communication, and analytical skills
• Demonstrated success building collaborative working relationships with broad and diverse stakeholder groups

Benefits

• Core Benefits: Fully paid medical and dental insurance premiums for employees and dependents, competitive 401(k) match, employer‑paid life & disability insurance
• Perks: Onsite gyms with laundry service, wellness activities, casual dress, snacks, game rooms
• Learning: Tuition reimbursement, conference and training sponsorship
• Time Off: Generous vacation and unlimited sick days, competitive paid caregiver leaves
• Hybrid Work Policy: Flexible in‑office days with budget for home office setup

Base pay for this role will be between $150,000 and $180,000. This role may also be eligible for other forms of compensation and benefits, such as a discretionary bonus, health, dental and other wellness plans and 401(k) contributions. Discretionary bonus can be a significant portion of total compensation. Actual compensation for successful candidates will be carefully determined based on a number of factors, including their skills, qualifications and experience.

We are proud to be an equal opportunity workplace. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity/expression, age, status as a protected veteran, status as an individual with a disability, or any other applicable legally protected characteristics.

Two Sigma is committed to providing reasonable accommodations to qualified individuals in accordance with applicable federal, state, and local laws.

If you believe you need an accommodation, please visit our website for additional information.