Treasury and Portfolio Financing
Capstone Investment Advisors
About this role
Capstone Investment Advisors is a leading asset manager specializing in derivatives and complementary strategies. The Treasury & Portfolio Finance role focuses on the firm’s financing, margin, cash and collateral, liquidity, FX hedging, and counterparty relationships while implementing technology solutions to build efficient, scalable processes. The position provides exposure to multiple asset classes and combines elements of portfolio management, execution, operations, IT, legal, risk, and relationship management. This is a hybrid role within a collaborative global firm.
Skills
Qualifications
About Capstone Investment Advisors
capstoneco.comCapstone is a strategic investment and advisory firm that partners with growth-stage and middle-market companies to accelerate value through capital raising, mergers & acquisitions, and hands-on operational support. It offers corporate finance and transaction advisory services alongside portfolio development and strategic consulting, drawing on experienced operators and capital markets professionals. Clients choose Capstone for tailored deal execution, pragmatic operational guidance, and access to a broad network of investors and strategic partners.
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About Capstone Investment Advisors
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
Unlock Company Insights
View leadership team, funding history,
and employee contacts for Capstone Investment Advisors.
Salary
$100k – $140k
per year