Capital Platform Lead
Capital Platform Lead
Open to both treasury/liquidity and risk candidates
A global investment management platform is seeking to hire a Capital Platform Lead to join a high-impact function focused on liquidity, financing and capital management across multi-asset investment strategies.
The firm operates a diversified portfolio across systematic and discretionary strategies and combines deep expertise across trading, technology and operations. With a strong data-driven approach, the organisation builds and runs its own infrastructure to support trading and investment decision-making across global markets.
Responsibilities
- Safeguard firm-wide liquidity and solvency under stress
- Monitor counterparty exposures and assess liquidity, including one-off opportunities
- Optimize margin and financing across brokers through daily tracking and issue resolution
- Provide capital, financing attribution, and profitability analysis to senior management
- Respond to internal queries across all asset classes (equities, credit, FX, rates, commodities, volatility)
- Involved in new business setup and broker selection, covering capital efficiency, credit diligence, and commercial negotiations
- Manage ongoing broker dialogue (balances, constraints, profitability, asset mix) in coordination with the wallet management team
- Run onboarding of new brokers, entities/SPVs, and methodology changes with full system integration
- Oversee central functions such as FX exposure management and share class hedging
Collaboration
- Work with asset class specialists to understand strategies and represent them to external counterparties
- Partner with senior management on business profitability assessment
- Coordinate with the wallet management team on liquidity impacts from exposure changes
- Liaise with the repo team on counterparty exposure and constraints
- Support carry trading strategies on liquidity terms and sizing
- Collaborate with quants and operations on onboarding new asset classes or counterparties
✅ Skillset Required
Risk and markets background (5+ years)
- Strong experience in risk management within financial markets, ideally within:
- Market Risk, Counterparty Risk, Prime Brokerage or Financing Risk at banks
- OR Treasury / Liquidity / Funding roles within hedge funds or asset managers
- Ability to assess portfolio risk across derivatives and financing exposures
Breadth of asset classes
- Experience covering a broad range of asset classes, including a combination of:
- Equities, Credit, FX, Rates, Commodities and Volatility
- Understanding of cross-asset risk dynamics and portfolio-level exposures
Margin, counterparty and financing expertise
- Strong understanding of:
- Margin methodologies and collateral frameworks
- Counterparty exposures and financing structures
- Bank balance sheet and capital constraints (e.g. funding, leverage considerations)
- Comfortable engaging with brokers and counterparties on financing and commercial terms
Liquidity and profitability analytics
- Ability to assess and model:
- Firm-wide liquidity and funding requirements
- Capital usage and balance sheet efficiency
- Experience analysing:
- Profitability, financing costs, or capital allocation across strategies
- Strong understanding of how risk, liquidity and profitability interact
Technical and analytical capability
- Strong analyticalskillset with the ability to:
- Work with large datasets
- Build or interpret models related to liquidity, exposure and stress
- Comfortable operating in a multi-asset, multi-entity environment
Structured communicator and collaborator
- Strong stakeholder management across:
- Trading, risk, treasury, operations and external counterparties
- Ability to communicate complex risk, liquidity and profitability concepts clearly to senior stakeholders
- Organized, adaptable and comfortable managing multiple workstreams in a fast-paced environment
FAQs
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