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Portfolio Finance Manager Jobs (NOW HIRING)

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Junior Portfolio Finance Trader

Manhattan, NY · On-site

$175K - $200K/yr

Support the daily management of US financing portfolios, borrow rates, sourcing of locates and refinancing of the firm's equity and credit portfolios * Manage collateral and margin operations ...

Applied Materials

Portfolio Finance Lead

Gloucester, MA · On-site +1

$92K - $126K/yr

... the product portfolio Finance Lead Product Line SR/QRAM Process (Business Plan) Ensure complete ... Maintain performance to target metrics so mgmt. can clearly understand if the program is operating ...

Amat

Portfolio Finance Lead

Gloucester, MA · On-site +1

$92K - $126K/yr

... portfolio * Finance Lead Product Line SR/QRAM Process (Business Plan) * Ensure complete product ... Maintain performance to target metrics so mgmt. can clearly understand if the program is operating ...

Aplaro Ltd

Junior Portfolio Finance Trader

Manhattan, NY · On-site

$175K - $200K/yr

Support the daily management of US financing portfolios, borrow rates, sourcing of locates and refinancing of the firm's equity and credit portfolios * Manage collateral and margin operations ...

1P284 THE CARLYLE GROUP EMPLOYEE CO., LLC

$150K/yr

Secondary & Portfolio Finance Investments Team Overview The Secondary & Portfolio Finance ... Lead due diligence meetings and manage follow‑up communication with internal and external ...

Applied Materials

Portfolio Finance Lead

Gloucester, MA · On-site

$92K - $126K/yr

... portfolio * Finance Lead Product Line SR/QRAM Process (Business Plan) * Ensure complete product ... Maintain performance to target metrics so mgmt. can clearly understand if the program is operating ...

Edelman Smithfield

Finance Manager

Washington, IL · On-site

Portfolio finance leaders * Ensure compliance with company financial policies (e.g., revenue ... Manage up, across, and down * Commit to continuous learning and improvement of your technical and ...

Applied Materials, Inc.

$133K - $183K/yr

Role Overview Reporting to the Sr. Finance Manager for the Atomic Layer Deposition (ALD) portfolio, this role supports financial planning, investment analysis, portfolio prioritization, and resource ...

HNTB

Office Finance Manager

New York, NY · On-site

Balances workload and staffing between each portfolio team & across staff with the same job ... Will not have direct project financial management responsibilities. Results Focus. Drives regular ...

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Portfolio Finance Manager information

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$37K

$100.5K

$187.5K

How much do portfolio finance manager jobs pay per year?

As of Sep 11, 2026, the average yearly pay for portfolio finance manager in the United States is $100,458.00, according to ZipRecruiter salary data. Most workers in this role earn between $65,500.00 and $130,000.00 per year, depending on experience, location, and employer.

What is the difference between Portfolio Finance Manager vs Financial Analyst?

AspectPortfolio Finance ManagerFinancial Analyst
CredentialsBachelor's degree in Finance, Accounting, or related; often CFA or CPABachelor's degree in Finance, Economics, or related; certifications like CFA are common
Work EnvironmentFinancial institutions, investment firms, corporate finance departmentsBanks, investment firms, corporate finance teams, consulting
Primary FocusManaging investment portfolios, financial planning, risk assessmentAnalyzing financial data, preparing reports, supporting decision-making

The main difference is that Portfolio Finance Managers oversee investment portfolios and strategic financial planning, while Financial Analysts focus on analyzing data and supporting financial decisions. Both roles require similar credentials and often work in related environments, but their responsibilities differ in scope and focus.

What cities are hiring for Portfolio Finance Manager jobs?

Cities with the most Portfolio Finance Manager job openings:

What are popular job titles related to Portfolio Finance Manager jobs?

For Portfolio Finance Manager jobs, the most frequently searched job titles are:

Infographic showing various Portfolio Finance Manager job openings in the United States as of September 2026, with employment types broken down into 86% Full Time, 13% Part Time, and 1% Contract. Highlights an 86% Physical, 2% Hybrid, and 12% Remote job distribution, with an average salary of $100,458 per year, or $48.3 per hour.

Treasury & Portfolio Finance Analyst (LH BPO)

New York, NY • On-site

SS&C Technologies
Computer and Computer Peripheral Equipment and Software Wholesalers • 10K+ employees
Learn more about SS&C Technologiesexternal

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 10 days ago

SS&C Technologies rating

7.7

Company rating: 7.7 out of 10

Based on 38 frontline employees who took The Breakroom Quiz

Job description

As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 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
Manager, Portfolio Finance
Locations: Palm Beach Gardens, FL | New York, NY | London, UK | Hybrid
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 $18.4B 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.
#LI-HW1 #LI-HYBRID #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.
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.

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About SS&C Technologies

Sourced by ZipRecruiter

SS&C Technologies is a prominent player in the software and IT services industry, specializing in investment and financial technologies. The company is headquartered in Windsor, Connecticut, USA, with the core mission to deliver advanced technology-driven solutions and software for the global financial services industry. SS&C Technologies was established in 1986, and since its inception, the company has grown immensely to offer a comprehensive portfolio of services that include fund administration, securities industry software, insurance and pension funds software, asset management, and trading and settlement services.

Industry

Computer and computer peripheral equipment and software wholesalers

Company size

10,000+ Employees

Headquarters location

Windsor, CT, US

Year founded

1986

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