What are the responsibilities and job description for the Broker Relations Analyst position at Point72?
A Career with Point72’s Broker Relations team
The Broker Relations team serves as the critical intermediary between Point72's investment professionals and the sell-side broker community, ensuring our investment teams receive the highest quality resources and optimal servicing from the sell-side. Key responsibilities include managing broker evaluations to assess service quality, monitoring firm-wide engagement and consumption patterns, partnering with trading to allocate commission spend to maximize value, and maintaining strong, productive relationships with sell-side counterparts.
What you’ll do
We invest in our people, their careers, their health, and their well-being. When you work here, we provide:
Point72 is a leading global alternative investment firm led by Steven A. Cohen. Building on more than 30 years of investing experience, Point72 seeks to deliver superior returns for its investors through fundamental and systematic investing strategies across asset classes and geographies. We aim to attract and retain the industry’s brightest talent by cultivating an investor-led culture and committing to our people’s long-term growth. For more information, visit https://point72.com/.
The Broker Relations team serves as the critical intermediary between Point72's investment professionals and the sell-side broker community, ensuring our investment teams receive the highest quality resources and optimal servicing from the sell-side. Key responsibilities include managing broker evaluations to assess service quality, monitoring firm-wide engagement and consumption patterns, partnering with trading to allocate commission spend to maximize value, and maintaining strong, productive relationships with sell-side counterparts.
What you’ll do
- Analyze broker consumption across investment teams
- Assist with analysis of broker payment trends in relation to resource consumption
- Maintain accurate and auditable records across broker consumption and spend, identifying and escalating discrepancies where needed
- Prepare recurring and ad-hoc reports for internal stakeholders, including trading, investment teams, and other senior stakeholders
- Assist in preparation of broker scorecards and evaluation materials
- Coordinate broker meetings and reviews
- Communicate ad-hoc sell-side requests from investment teams to brokers
- Help to ensure broker services are used in accordance with firm policies
- Work with Technology teams to ensure mappings, reporting, and apps are working as required
- Identify opportunities to improve reporting, data quality, and operational processes
- CPA with a bachelor’s degree in finance or accounting and a minimum GPA of 3.3
- 1-3 years of relevant professional experience
- Highly proficient in Microsoft Office (Excel, VBA, PowerPoint, and Word)
- Strong analytical skills with the ability to work with large datasets
- Strong attention to detail and organizational skills
- Strong written and verbal communication skills
- Ability to manage multiple priorities in a fast-paced environment
- Proactive and self-motivated mindset
- Commitment to the highest ethical standards
We invest in our people, their careers, their health, and their well-being. When you work here, we provide:
- Fully-paid health care benefits
- Generous parental and family leave policies
- Volunteer opportunities
- Support for employee-led affinity groups representing women, people of color and the LGBT community
- Mental and physical wellness programs
- Tuition assistance
- A 401(k) savings program with an employer match and more
Point72 is a leading global alternative investment firm led by Steven A. Cohen. Building on more than 30 years of investing experience, Point72 seeks to deliver superior returns for its investors through fundamental and systematic investing strategies across asset classes and geographies. We aim to attract and retain the industry’s brightest talent by cultivating an investor-led culture and committing to our people’s long-term growth. For more information, visit https://point72.com/.