Demo

Middle Office

capstoneinvestmentadvisors
York, NY Full Time
POSTED ON 4/1/2026
AVAILABLE BEFORE 5/31/2026

We see the world differently at Capstone Investment Advisors. You will, too.

Capstone is one of the leading asset management firms in derivatives and complementary strategies. With approximately $12 billion of AUM and over 330 employees (as of December 1st, 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. Together, we explore the overlooked in the pursuit of lasting results for our clients.

With our sophisticated, global client base, we recognize that our success is deeply connected to real people. For that reason, we take a human approach to everything we do, focusing largely on collaborative performance. Our workflow and process are built around the belief that by sharing ideas, we achieve greater outcomes. This gives you greater access to resources, direct exposure to senior leadership, and new opportunities to experiment and innovate.

Overview

We are seeking a Middle Office Analyst to join our team, responsible for a broad range of trade support activities and the endtoend management of the trade lifecycle within a fastpaced environment. This role works closely with the Portfolio Management and Trading teams, providing timely and accurate support while responding to multiple, often competing, queries throughout the trading day. 

The position requires strong organizational skills and the ability to effectively prioritize tasks based on risk, urgency, and business impact, ensuring critical issues are addressed promptly without compromising accuracy or control. You will be expected to remain calm under pressure, adapt to changing priorities, and consistently meet tight deadlines. 

The ideal candidate will have a strong interest in financial markets, excellent attention to detail, and a proactive mindset. A key focus of the role is leveraging technology to streamline processes, improve workflows, and reduce manual intervention, contributing to a more efficient and scalable operating model. 

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 that’s in the form of T 0 intraday flash or signing off numbers T 1 in accordance with the valuation policy 

Our future colleague has these skills:

  • 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 

Do you possess these Bonus Skills:.

  • Intellectual curiosity, the openness to share ideas, humility, the highest ethical standards and a desire to excel are a few of the traits that it takes to thrive and be your best self at Capstone.
  • To thrive at Capstone, a keen curiosity about technology and artificial intelligence is essential, as we continually drive innovation and enhance our strategic capabilities.

Benefits & Compensation Information:

Our team is our most important asset and investment. We value and respect our colleagues and their well-being inside and outside the workplace and our culture reflects this.  We offer a robust and competitive benefits program to ensure the well-being of our colleagues.

Some benefits included in this role are:

  • 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. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

In addition to base compensation, this role is eligible for an annual incentive plan.

To learn even more about being part of the team, visit us online: Careers - Capstone (capstoneco.com)

Don’t forget to follow us on LinkedIn

Capstone’s Commitment

At Capstone, we value a diverse, equitable, and inclusive workplace where all employees feel appreciated and respected. Our commitment to a nondiscriminatory approach extends equal opportunities for employment and advancement across our programs, departments, and locations. We actively seek and appreciate a variety of life experiences and heritages and advocate for the amplification of all voices.

At Capstone, we're all about creating a workplace where you can thrive and make a real impact. We value innovation, teamwork, trust, and discipline, and we know you do too.

Experimentation: We love fresh ideas and encourage you to try new things. Here, you’ll have the freedom to innovate and help shape our strategies.

Collaboration: We’re big on teamwork. You'll join a supportive community where everyone’s input matters, and we learn from each other every day.

Trust: We believe in building strong, honest relationships. You'll be part of an environment where your contributions are respected and integrity is key.

Discipline: In our fast-paced world, staying focused is crucial. We commit to high standards and a disciplined approach, helping you grow both personally and professionally.

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 we welcome people of different backgrounds. Capstone considers applications for employment without regard to all applicable protected characteristics, including race, color, religion, ethnicity, national origin, gender, sexual orientation, gender identity or expression, age, parental status, veteran status, or disability status.

Salary : $12

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