Investor Operations Associate
PDT Partners is a quantitative investment manager seeking a highly talented individual to join their Investor Relations Team, focusing on client operations. The role offers an opportunity to learn all aspects of client operations in a collegial environment at a world-class trading firm.ResponsibilitiesPrepare and distribute regular investor reports, including fund estimates, risk reports, and market commentaryCollaborate with our legal and compliance team to facilitate investor-related processes, including the review of NDAs, subscription agreements, and regulatory filingsLiaise with our fund administrator and internal accounting team to ensure accuracy, correct processing, and booking of investor tradesAddress investor requests in real time, often interfacing with internal groups to obtain relevant informationUpdate and maintain marketing and due diligence materialsManage and maintain CRM system and investor portalRecord, maintain, and utilize quantitative and qualitative investor data that are inputs in regulatory filings, projections, and analysesSkills1+ years of professional experienceBachelor'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 proficiencyExceptional diligence, organization, and meticulous attention to detailAbility to manage and prioritize multiple tasks while meeting firm deadlines for both short- and long-term projectsFlexibility and motivation to take ownership of projects and demonstrate follow-throughHighly collaborative, with ability to work well with colleagues and clients at all levelsDemonstrated effective communication skills, both oral and writtenAbility to contribute to an intellectually challenging and friendly team environmentFINRA Series 3 license, or willingness to obtain within 90 days of hireCompany OverviewPDT Partners is a global investment manager. It was founded in 1993, and is headquartered in New York, New York, USA, with a workforce of 51-200 employees. Its website is https://www.pdtpartners.com/.
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