Investor Operations Associate

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. 

• →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.

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