What are the responsibilities and job description for the Investor Operations Associate position at pdtpartners?
PDT Partners – a quantitative investment manager – is seeking a highly talented individual to join the Investor Relations Team, focusing on client operations. This role is a great opportunity for a smart, detail-oriented individual to learn all aspects of client operations in an innovative, collegial environment at a world-class trading firm. As a crucial member of our high-performing team, you’ll have a chance to understand how the firm operates and interact with senior colleagues across the firm.
This is a hybrid position and will require the person to work from our New York City office at minimum 3 days a week.
Why join us?
PDT Partners has a 30 year track record and a reputation for excellence. Our goal is to be the best quantitative investment manager in the world—measured by the quality of our products, not their size. PDT’s very high employee-retention rate speaks for itself. Our people are intellectually extraordinary, and our community is close-knit, down-to-earth, and diverse.
Responsibilities:
- Prepare and distribute regular investor reports, including fund estimates, risk reports, and market commentary
- Collaborate with our legal and compliance team to facilitate investor-related processes, including the review of NDAs, subscription agreements, and regulatory filings
- Liaise with our fund administrator and internal accounting team to ensure accuracy, correct processing, and booking of investor trades
- Address investor requests in real time, often interfacing with internal groups to obtain relevant information
- Update and maintain marketing and due diligence materials
- Manage and maintain CRM system and investor portal
- Record, maintain, and utilize quantitative and qualitative investor data that are inputs in regulatory filings, projections, and analyses
Below is a list of skills and experiences we think are relevant. Even if you don’t think you’re a perfect match, we still encourage you to apply because we are committed to developing our people.
- Bachelor’s degree with a strong academic record (all majors welcome—ideal candidates are distinguished by the ability to apply their background to inform and enhance their work)
- Strong numerical literacy and Excel proficiency
- Exceptional diligence, organization, and meticulous attention to detail
- Ability to manage and prioritize multiple tasks while meeting firm deadlines for both short- and long-term projects
- Flexibility and motivation to take ownership of projects and demonstrate follow-through
- Highly collaborative, with ability to work well with colleagues and clients at all levels
- Demonstrated effective communication skills, both oral and written
- Ability to contribute to an intellectually challenging and friendly team environment
- FINRA Series 3 license, or willingness to obtain within 90 days of hire
The salary range for this role is between $100,000 and $140,000. This range is not inclusive of any potential bonus amounts. Factors that may impact the agreed upon salary within the range for a particular candidate include years of experience, level of education obtained, skill set, and other external factors.
PRIVACY STATEMENT: For information on ways PDT may collect, use, and process your personal information, please see PDT’s privacy notices.
Salary : $100,000 - $140,000