Capstoneinvestmentadvisors

Capstoneinvestmentadvisors

Middle Office

Boston, Massachusetts

Sponsorship not specifiedDetected 12 days ago
PythonExcelValuationProcess ImprovementLeadershipCommunication

About the role

  • Oversee real-time trade capture and ensure accurate booking across front-to-back systems
  • Act as a key point of contact for Portfolio Managers, supporting risk monitoring platforms and troubleshooting data or system issues
  • Monitor affirmation and matching platforms, ensuring trade economics, risk attributes, and booking details are complete and accurate

Responsibilities

  • This role covers the endtoend trade lifecycle and supports a broad range of fixed income products, including cleared and bilateral rates, swaptions, FX products, bonds, repos, futures, and options on futures.
  • The successful candidate will partner closely with Portfolio Managers and Trading teams to ensure seamless trade execution, accurate risk representation, and robust operational controls.
  • This is a high impact role for a proactive professional who is passionate about markets and keen to leverage technology to enhance controls, reduce manual intervention, and drive automation across middle office processes.

Requirements

  • 4-8 years' experience in a financial services environment, preferably buyside, with solid rates exposure (convertible bonds beneficial but not required)

Skills

  • Proven ability to process a wide range of fixed income products with direct counterparty interaction and clear desk communication
  • Strong knowledge of the end-to-end trade lifecycle and associated controls
  • P&L analysis and valuations knowledge specific to fixed income products.
  • Proficient in Excel and experienced with the Bloomberg Terminal
  • Interest in process improvement and automation; Python or coding exposure preferred
  • Strong communication and interpersonal skills
  • Intellectual curiosity, the openness to share ideas, humility, the highest ethical standards and a desire to excel are a few of th
  • Do you possess these Bonus
  • Contribute to the continuous improvement of middle office workflows, documentation, and control frameworks
  • Our future colleague has these skills:

Company info

  • We are seeking someone to join our high performing Middle Office team, primarily providing trade support to our Fixed Income desks.

This listing is sourced directly from Capstoneinvestmentadvisors's careers page and normalized into a canonical job model.