Portfolio Finance Trader

Jump Trading

$225K — $250K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in STEM, Accounting, Finance, Computer Science, or related field
  • Minimum 5 years of experience in Portfolio Finance or related roles
  • Technical proficiency in Python or other programming languages
  • Deep understanding of treasury and cash management concepts
  • Solid grasp of financial markets and asset classes
  • Strong analytical and problem-solving skills
  • Excellent interpersonal and communication skills

Responsibilities

  • Manage US financing portfolios and refinancing for equity and credit portfolios
  • Optimize financing activities across multiple asset classes
  • Negotiate financing and margin terms with key counterparties
  • Collaborate with technology teams to enhance reporting and tools for financing decisions
  • Support cash and collateral management across global treasury teams
  • Engage with foreign exchange and money market instruments
  • Analyze PnL and cost allocations for regional trade teams
  • Drive development of new procedures and automation in treasury processes

Benefits

  • Discretionary bonus eligibility
  • Medical, dental, and vision insurance
  • HSA, FSA, and Dependent Care options
  • Employer Paid Group Term Life and AD&D Insurance
  • Voluntary Life & AD&D insurance
  • Paid vacation plus paid holidays
  • Retirement plan with employer match
  • Paid parental leave
  • Wellness Programs
Full Job Description
The Global Treasury Team is looking to expand the Portfolio Finance function. In this role, you will play a leading part in managing the daily financing of the firm and help drive the next iteration of Treasury within Jump, owning the optimization of the firm's financing across a multi-asset book and the relationships with our key counterparties. You will also interact with both the APAC and EMEA teams - and will interact with all levels of various departments throughout the global organization.

What You'll Do:
  • Own and manage US financing portfolios, borrow rates, sourcing of locates and refinancing of the firm's equity and credit portfolios
  • Optimize the financing activities of the firm across asset classes
  • Negotiate and own general financing and margin terms with our key counterparties
  • Partner closely with our technology teams to build out reporting and tooling that makes financing decisions obvious and scales the function efficiently
  • Assist US, Europe, Asia Pacific, and Group Treasurers in all aspects of cash and collateral management
  • Deal in foreign exchange and other money market instruments
  • Provide regional trade team analysis regarding PnL and cost allocations
  • Work closely with Risk and other Back Office functions in supporting daily trading activities
  • Drive the identification and development of new procedures, funding structures and automation of processes related to the function
  • Provide regional treasury leadership on new business initiatives in the US
  • Other duties as assigned or needed

Skills You'll Need:
  • Minimum academic level of bachelor's degree in STEM, Accounting, Finance, Computer Science, or related areas
  • At least 5 years of experience on the buy or sell side in a Portfolio Finance, Delta One Trading, Repo or Stock Loan role, or experience supporting these desks in a technical/quant strats role with an interest in moving into more of a business facing role
  • Technically fluent using Python or other programming languages
  • Sound understanding of treasury and cash management concepts
  • Solid understanding of financial markets and different asset classes
  • Ability to multitask, prioritize, and manage competing deadlines
  • Self-motivated team player with strong interpersonal skills
  • Excellent written and verbal communication; an ability to communicate both technical and business content effectively
  • Strong analytical and problem-solving skills
  • Reliable and predictable availability


Benefits
- Discretionary bonus eligibility
- Medical, dental, and vision insurance
- HSA, FSA, and Dependent Care options
- Employer Paid Group Term Life and AD&D Insurance
- Voluntary Life & AD&D insurance
- Paid vacation plus paid holidays
- Retirement plan with employer match
- Paid parental leave
- Wellness Programs

Annual Base Salary Range

$225,000-$250,000 USD

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