Capstone Investment Advisors

Treasury and Portfolio Financing

Capstone Investment Advisors

1 month ago
New York, NY
Hybrid
Full Time
Medior
3 applicants
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Capstone Investment Advisors
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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

Bachelor's Degree (Finance, Economics, Computer Science or related)
Capstone Investment Advisors

About Capstone Investment Advisors

capstoneco.com

Capstone 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.

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

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