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.
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
Skills
- 1+ years of professional experience
- 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
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