Portfolio Finance & Funding Strategy Lead

Mission Staffing; New York (NY); On-site; USD 120,000 - 160,000; Full time

Job summary

Mission Staffing is seeking an experienced Financing Analyst to manage margin and funding cost analysis across prime brokerage and related instruments. You will own methodologies, execute repo transactions, support securities lending, and hedge FX exposures to optimize costs.

The role requires strong independent thinking, a control mindset, and collaboration with Treasury, Investment, and Middle Office teams to improve processes and reporting capabilities. This is a NY-based opportunity.

Qualifications

• 5+ years in prime brokerage funding or related treasury/risk role.
• Experience with financing methods for equities and credit.
• Strong understanding of leverage, margin, and financing concepts.
• Preference for FX hedging experience and margin methodology negotiation.

Responsibilities

• Monitor daily margin and financing costs across prime brokerage, repo, swaps, and margin loans.
• Own and maintain financing cost allocation across strategies and asset classes.
• Execute repo transactions for fixed income and credit products.
• Facilitate securities borrowing and minimize costs for short positions.
• Monitor FX exposures and hedge appropriately.
• Collaborate with investment, treasury, and middle office teams to inform financing impact.
• Support liquidity management and cash reinvestment.
• Interact with prime brokers, repo desks, stock loan desks, and other counterparties.
• Drive process improvements in analytics and reporting.

Skills

Margin analysis

Financing costs

Prime brokerage

Repo transactions

FX hedging

Leverage concepts

Job description

Mission Staffing is seeking an experienced Financing Analyst to manage margin and funding cost analysis across prime brokerage and related instruments. You will own methodologies, execute repo transactions, support securities lending, and hedge FX exposures to optimize costs.

The role requires strong independent thinking, a control mindset, and collaboration with Treasury, Investment, and Middle Office teams to improve processes and reporting capabilities. This is a NY-based opportunity.