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,…