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    Operations and Portfolio Finance - New York, United States - Tandym Group

    Tandym Group
    Tandym Group New York, United States

    3 weeks ago

    Tandym Group background
    Accounting / Finance
    Description

    A financial services firm in New York City is looking to add a new Operations & Portfolio Finance Specialist will to their growing team.

    Responsibilities:

    The Operations & Portfolio Finance Specialist will:

    • Manage daily OTC, PB, and exchange margin processes (ensuring best execution) while minimizing counterparty exposure risk
    • Achieve financing for long/short credit (and equity) positions across funding products while ensuring capacity, optimal carry, and capital utilized
    • Cash management/optimization for funds/SPVs across currencies, debit/short ratios, and money market investments
    • Manage short borrow process, securing availability, managing rates/stability, communicating changes and short interest related analysis to traders and analysts
    • Monitor cross product funding markets and communicate developments which may impact portfolio positions and help identify opportunities for extracting value
    • Assist in negotiating trading and credit facility agreements, ensuring best execution for portfolio construction/flexibility, covenants, terms, and pricing
    • Manage and monitor covenant tracking of all credit facilities and trading agreements
    • Monitor current and forecast liquidity projections across portfolios/funds and ensure maximum buying power for deployment and liquidity coverage
    • Actively assist in supporting front to back life cycle events of various fixed income assets
    • Processing factor updates, principal and interest distributions, interest shortfalls, etc.
    • Perform other duties, as needed
    Qualifications:
    • 4+ years of Finance experience in the Credit space
    • Bachelor's Degree in a related field
    • Hedge fund and/or related experience in the Banking industry
    • Experience with all different forms of fixed income (Corporate, Sovereign, Structured, Private Credit and Bank Debt)
    • Relevant portfolio finance experience with Margin, Cash, and Liquidity Management of Credit Portfolios key
    Desired Skills:
    • S&P's Wall Street Office software experience
    • Experience with SQL and Python
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