Treasury & Portfolio Finance Manager (LH BPO)
At a glance
Manager-level FP&A role at SS&C. New York · full-time · $60,000–$130,000 base.
financeroles summary, based on the employer's posting.
What you'll do
- Oversee margin, financing and cash across multi-asset portfolios, including equities, fixed income, derivatives, futures, FX and OTC products
- Handle funding and margin discussions with prime brokers, futures commission merchants, custodians and other counterparties
- Coordinate fund launches, manager onboarding, capital deployment and counterparty setup with internal teams
- Improve treasury automation and help build systems for aggregating, calculating and optimizing financing and margin
- Develop internal securities lending capabilities and monitor borrow costs, financing spreads and portfolio balance-sheet use
What you bring
- A bachelor's degree in finance, economics, business or another related discipline
- At least five years in prime brokerage, clearing or a hedge fund, specifically in treasury, stock loan or client service
- A strong grasp of funding and margin across asset classes, plus experience with hedge fund launches and complex fund structures
- Strong Excel skills and experience managing projects and external counterparties
Who this fits
This manager role suits someone with hands-on treasury or portfolio finance experience in hedge funds, prime brokerage or clearing. You'll work across investment, risk, legal, technology and operations teams, as well as with external counterparties. The role is listed in New York or Palm Beach Gardens.
From the employer
SS&C is a leading provider of mission-critical, AI-powered technology and services empowering financial services and healthcare organizations to work smarter, faster, and securely. Founded in 1986, SS&C is headquartered in Windsor, Connecticut, and has offices worldwide. More than 23,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology.
Job Description
Treasury & Portfolio Finance Manager
Locations: Palm Beach Gardens, FL | New York, NY
SS&C, through our partnership with Lighthouse Investment Partners, LLC is seeking a highly motivated Manager, Portfolio Finance to join the Portfolio Finance team supporting a global, multi-strategy investment platform with over $20B in AUM. This role is responsible for core treasury and portfolio finance functions across Lighthouse-managed funds, including margin, financing, cash management, and balance sheet optimization across a multi-PM, multi-asset class platform.
About the Role
The position works closely with Investment, Risk, Legal, Implementation, Technology, Operations, and external counterparties to optimize financing structures, manage margin and funding risk, enhance treasury technology, and support fund launches and ongoing portfolio monitoring.
This position will also be responsible for continuing to enhance our portfolio finance technology infrastructure in order to more efficiently assess overall margin/funding and financing opportunities/issues during implantation and ongoing monitoring of our multi PM platform.
Why Join SS&C
SS&C combines proprietary technology with deep industry expertise to support complex financial and health care operations. Our teams design, implement, and operate solutions that help clients manage data, automate processes, and scale their businesses with confidence.
You will work with industry experts, modern platforms, and evolving technologies, gaining exposure to real-world operational challenges and large-scale enterprise environments.
How You Will Make an Impact
Hedge Fund Treasury Function
- Support the treasury and portfolio finance function across Lighthouse core businesses, including commingled funds, strategic custom funds, and multi-PM hedge fund platforms.
- Provide margin, financing, and cash management oversight across multi-asset class portfolios including equities, fixed income, derivatives, futures, FX, and OTC products
- Serve as a primary point of contact with Prime Brokers, FCMs, custodians, and other counterparties for margin, financing, and funding discussions.
- Coordinate with internal teams on fund launches, manager onboarding, capital deployment, and counterparty setup.
*Treasury and Portfolio Finance functions are expected to include (but not limited to):
- Technology automation projects
- Margin and funding analysis
- Manage financing rates: monitoring spreads, reducing short borrow costs, revenue generating opportunities for the Funds’ long portfolios
- Optimize the balance sheet across custodial relationships
- Manage dividend exposures for European and Asian portfolios
- Support and enhance the securities locate and stock borrow process, including daily analysis of financing markets and active securities.
System Building & Management
- Support the Portfolio Finance team’s effort in automating the Treasury Function
- Assist in the build out of Treasury System via two already-approved third party vendors focused on the aggregation, calculation, and optimizing of financing and margin
- Lead the development and implementation of an internal securities lending infrastructure for Lighthouse internal PMs.
Cross Functional Organization
- Partner with the Counterparty Management Committee on relationship oversight, exposure allocation, and counterparty risk management.
- Collaborate with Legal and Implementation teams on onboarding new managers, including margin, funding, and counterparty analysis.
Required Experience
- Bachelor’s degree in Finance, Economics, Business, or a related discipline
- 5–8+ years of experience within Prime Brokerage, Clearing, or a hedge fund environment – specifically in a treasury, stock loan, and/or client service role
What Sets You Apart
- Solid understanding of funding and margin mechanics across asset classes
- Experience supporting hedge fund launches and complex fund structures
- Familiarity with multi-asset class products including equities, fixed income, derivatives, swaps, futures, and FX
- Demonstrated ability to work collaboratively across investment, risk, legal, technology, and operations teams
- Strong Excel skills and experience managing complex projects and external counterparties
- Comfort working with treasury, margin, and financing systems and third-party vendors
Join SS&C, where innovation meets global opportunities. Click here to apply.
#CA-HW
Unless explicitly requested or approached by SS&C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services.
SS&C Technologies offers a comprehensive total rewards package designed to support your wellbeing, growth, and future. Our benefits include medical, dental, and vision coverage; a 401(k) plan with company match; paid time off, holidays, and parental leave; and professional development reimbursement opportunity.
Actual base salary will vary based on several factors, including but not limited to relevant skills, prior experience, education, demonstrated performance, and geographic location.New York: The expected base salary for the position is between $60,000 USD to $130,000 USD.
In addition, employees in this role may be eligible for consideration on an annual basis for a discretionary bonus and/or equity awards, such as restricted stock units or stock options, based upon individual and business performance at the company’s discretion.
Applications will be accepted on an ongoing basis until the position is filled.
SS&C Technologies is an Equal Employment Opportunity employer and does not discriminate against any applicant for employment or employee on the basis of race, color, religious creed, gender, age, marital status, sexual orientation, national origin, disability, veteran status or any other classification protected by applicable discrimination laws.