Middle Office

Overview

We are Capstone Investment Advisors, a leading asset management firm specializing in derivatives and complementary strategies. With approximately $12 billion of AUM and over 330 employees (as of December 1, 2025), Capstone was formed in 2007 and is headquartered in New York with offices in London, Amsterdam, Milan, Los Angeles, Stamford, and Boston.

For over 20 years, across market cycles, we have identified anomalies, tracked dislocations, and capitalized on opportunities to deliver for our investors. Our approach is built on a different way of investing—working together to innovate new strategies and solutions. We explore the overlooked in the pursuit of lasting results for our clients. We recognize that our success is deeply connected to real people, so we take a human approach to everything we do, focusing on collaborative performance. Our workflow and process are built around the belief that sharing ideas leads to greater outcomes, giving you access to resources, exposure to senior leadership, and opportunities to experiment and innovate.

Responsibilities and Impact

• Manage the accurate and timely trade capture of a wide range of products, including derivatives across equities, credit, fixed income, and FX
• Support Portfolio Managers by monitoring risk and position management platforms, investigating discrepancies, and troubleshooting issues as they arise
• Monitor affirmation and matching platforms to ensure all trades are correctly booked, affirmed, and reflected in risk systems, escalating issues where appropriate
• Work closely with Sales, Trading, and Operations teams to ensure effective trade allocation, confirmation, and settlement, maintaining strong communication across functions
• Prioritize and manage multiple trade-related queries throughout the trading day, balancing urgency and risk to ensure critical issues are addressed promptly
• Maintain ownership of the end-to-end trade lifecycle, ensuring data integrity and operational controls at each stage
• Review and evaluate existing processes with a view to leveraging technology and automation to reduce manual intervention and enhance efficiency
• Partner with the wider Operations team to design and implement automation and process improvements, contributing to a scalable operating model
• Responsible for P&L accuracy, whether intraday T+0 or T+1 in accordance with the valuation policy

Qualifications

• Minimum 1 year’s experience in a financial services environment
• Working knowledge of at least one asset class; experience with derivatives and convertible bonds is advantageous
• Corporate actions knowledge desirable
• Understanding of the full trade lifecycle and associated controls
• Strong Excel skills and experience using Bloomberg Terminal
• Interest in, and some hands-on exposure to, coding (preferably Python)
• Strong communication and interpersonal skills
• Demonstrated interest in process improvement

Bonus Skills

• Intellectual curiosity, openness to share ideas, humility, and high ethical standards
• A keen curiosity about technology and artificial intelligence, essential for driving innovation and enhancing strategic capabilities

Benefits & Compensation

Our team is our most important asset, and we value the well-being of colleagues inside and outside the workplace. We offer a robust and competitive benefits program.

Benefits include:

• Training and development opportunities
• Robust wellness resources: physical, mental, and financial
• Time off, retirement, and commuter benefits
• Gym reimbursement and other discounts

The applicable base salary range for this role is $100,000 – $120,000 USD. Base pay is determined by factors such as experience, skills, training, location, certifications, education, and applicable minimum wage requirements. This role may be eligible for performance-based incentives, in addition to base compensation. The position is also eligible for an annual incentive plan.

To learn more about being part of the Capstone team, visit: Careers – Capstone

Follow Capstone on LinkedIn.

Capstone’s Commitment

Capstone values a diverse, equitable, and inclusive workplace where all employees feel appreciated and respected. We are committed to equal opportunity employment and advancement across our programs, departments, and locations, and we seek a variety of life experiences and perspectives.

We aim to create a workplace where you can thrive and make a real impact. We value innovation, teamwork, trust, and discipline.

Our core values:

Experimentation: We encourage fresh ideas and the freedom to innovate and shape our strategies.

Collaboration: We foster a supportive community where everyone’s input matters and learning occurs daily.

Trust: We build strong, honest relationships where contributions are respected and integrity is key.

Discipline: In a fast-paced environment, we maintain high standards and a disciplined approach to growth.

Be part of a team that values your creativity and dedication. Together, let's push boundaries and achieve great things.

Equal Opportunity Employer
Capstone is committed to creating an inclusive environment where all applicants are considered for employment without regard to protected characteristics, including race, color, religion, ethnicity, national origin, gender, sexual orientation, gender identity or expression, age, parental status, veteran status, or disability status.