Play a key role in advancing Prime Finance’s portfolio optimization by utilizing data-driven insights, cross-team collaboration, and developing innovative approaches to meet evolving liquidity and regulatory demands, driving measurable progress and positive outcomes.

The Financing Portfolio Optimization Trader is a hands-on role within the Prime Finance business, focused on delivering innovative solutions and process improvements to optimize the firm’s financing portfolio. The position supports best-case outcomes across the Liquidity Coverage Ratio (LCR), internal stress tests, and other financial resource-related constraints. The ideal candidate is a resourceful, analytical professional with experience in structured funding, cross-asset financing, and resource optimization, who thrives in a collaborative environment and is eager to drive measurable improvements.

Job responsibilities

• Monitor and interpret changes in firmwide liquidity, funding, and resource management policies, ensuring Prime Finance activities remain aligned with evolving standards and expectations.
• Identify and implement portfolio adjustments to improve outcomes under changing financial resource and regulatory constraints.
• Perform in-depth analysis and build scenario models to assess impacts of new firmwide policies on products, client solutions, and resource utilization.
• Support implementation of process, product, and system enhancements by partnering with technology, operations, and other support teams.
• Proactively refine funding structures, collateral management, and client offerings to drive continuous improvement and alignment with organizational priorities.
• Collaborate cross-functionally with risk, finance, and technology partners to ensure solutions are commercially effective and objectives are met.
• Maintain strong governance, including adherence to compliance, risk management, and internal control standards across optimization activities.

Required qualifications, capabilities, and skills

• Bachelor’s degree in a quantitative, business, or finance-related field.
• 4–7 years of experience in structured funding, financing, or resource optimization within a financial institution (or similar environment).
• Experience contributing to financing strategies and products (secured, unsecured, synthetic, equity financing).
• Strong analytical, problem-solving, and process improvement skills; able to develop scenario analyses and translate findings into actions.
• Effective communication and interpersonal skills; collaborative, team-oriented working style.
• Commitment to high ethical standards, responsible finance, and continuous learning/professional development.
• Strong organizational skills with the ability to execute across multiple priorities and stakeholders.

Preferred qualifications, capabilities, and skills

• Advanced degree and/or relevant certifications.
• Relevant industry licenses (e.g., FINRA Series 7 & 63) or willingness to obtain as required.
• Exposure to engineering or quantitative approaches applied to funding structures, collateral management, or resource optimization.
• Demonstrated ability to drive measurable improvements through structured problem-solving and change delivery.