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Trading Assistant
Capstoneinvestmentadvisors
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About this role
We see the world differently at Capstone Investment Advisors. You will, too.
Capstone Investment Advisors, LLC (“Capstone”) is a global asset manager, dedicated to exploring alpha opportunities in derivatives and complementary strategies that persist across market cycles. With approximately $12.5 billion of AUM (as of May 1, 2026) and 306 employees, Capstone is headquartered in New York with offices in London, Amsterdam, Stamford, Los Angeles, Boston, Tokyo, Milan, Texas, and Maryland. Since 2004, through strategic insight, market-leading expertise, and advanced technology, we have sought to anticipate and harness the complexities of world markets, creating unique opportunities for our clients, team, and industry.
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 highly motivated Trading Assistant (TA) to join our Global Relative Value (RV) Trading team in Boston.
The team manages a diversified global macro and relative value portfolio, primarily focused on fixed income markets, whilst opportunistically deploying risk across volatility, foreign exchange, and equity dislocation strategies. The investment approach combines fundamental and quantitative relative value analysis with active risk management, seeking to generate uncorrelated returns across geographies, asset classes, and market environments.The portfolio trades a broad range of instruments including government bonds, repo, interest rate swaps, swaptions, interest rate futures and options, inflation-linked products, FX forwards, volatility swaps and options, and other derivatives across developed and emerging markets. This is a dynamic front-office role at the heart of the trading process. The successful candidate will partner closely with traders to ensure accurate trade capture, robust risk management, efficient lifecycle event processing, and effective day-to-day management of the trading platform. The role offers significant exposure to global markets, portfolio construction, and trading strategy implementation within a fast-paced investment environment.
The Trading Assistant will work closely with Portfolio Managers, Traders, Operations, Risk, Finance, Technology, Compliance, and external counterparties to ensure the smooth functioning of the desk and the integrity of its trading and risk infrastructure.
Responsibilities and Impact:
• Support traders in the execution and booking of trades across fixed income markets.
• Ensure timely and accurate trade capture within front-office trading systems.
• Monitor trade flows and investigate booking discrepancies
• Liaise with middle and back office teams to resolve trade breaks and settlement issues.
• Maintain accurate records of all trading activity and amendments.
• Monitor desk positions, P&L, inventory, financing, and risk exposures throughout the trading day.
• Reconcile positions between trading, risk, and settlement systems.
• Assist traders with risk reporting, scenario analysis, and position management.
• Produce daily reports highlighting key exposures, limit utilisation, and portfolio changes.
• Escalate risk, valuation, or control issues in a timely manner.
• Ensure compliance with internal controls, regulatory requirements, and desk procedures.
• Work with technology teams to improve desk infrastructure and workflow automation.
• Identify opportunities to streamline reporting and control processes.
• Assist in the testing and implementation of system enhancements.
Our future colleague has these skills:
• 5+ years’ experience in a financial services environment, preferably buyside, with solid rates exposure (convertible bonds beneficial but not required)
• Strong understanding of fixed income and currency products, including, bonds, IRS, Repo, Inflation linked instruments, FX Forwards and derivatives
• Knowledge of relative value trading concepts
• Familiarity with Bloomberg, Tradeweb, Markit
• Strong communication and stakeholder management skills.
• Highly organized with strong prioritization skills.
• Team-oriented with a proactive and ownership-driven mindset.
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 $140,000 - $190,000 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.
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Salary insight
The midpoint of this range ($165k) is right around the median disclosed salary for Boston roles listed on ForgeApply ($160k across 491 jobs).
Based on live postings with disclosed pay on ForgeApply; refreshed daily. Not an estimate of this employer's offer.
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