Investor Operations Associate at PDT Partners

<p>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.</p> <p>This is a hybrid position and will require the person to work from our New York City office at minimum 3 days a week.&nbsp;</p> <p><strong>Why join us?</strong>&nbsp;</p> <p>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.&nbsp;</p> <p><strong>Responsibilities:</strong> &nbsp;</p> <ul> <li style="line-height: 2;">Prepare and distribute regular investor reports, including fund estimates, risk reports, and market commentary</li> <li style="line-height: 2;">Collaborate with our legal and compliance team to facilitate investor-related processes, including the review of NDAs, subscription agreements, and regulatory filings</li> <li style="line-height: 2;">Liaise with our fund administrator and internal accounting team to ensure accuracy, correct processing, and booking of investor trades&nbsp;</li> <li style="line-height: 2;">Address investor requests in real time, often interfacing with internal groups to obtain relevant information&nbsp;</li> <li style="line-height: 2;">Update and maintain marketing and due diligence materials&nbsp;</li> <li style="line-height: 2;">Manage and maintain CRM system and investor portal&nbsp;</li> <li style="line-height: 2;">Record, maintain, and utilize quantitative and qualitative investor data that are inputs in regulatory filings, projections, and analyses&nbsp;</li> </ul> <p><strong>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</strong>.</p> <ul> <li style="line-height: 2;">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)&nbsp;</li> <li style="line-height: 2;">Strong numerical literacy and Excel proficiency&nbsp;&nbsp;</li> <li style="line-height: 2;">Exceptional diligence, organization, and meticulous attention to detail</li> <li style="line-height: 2;">Ability to manage and prioritize multiple tasks while meeting firm deadlines for both short- and long-term projects&nbsp;</li> <li style="line-height: 2;">Flexibility and motivation to take ownership of projects and demonstrate follow-through</li> <li style="line-height: 2;">Highly collaborative, with ability to work well with colleagues and clients at all levels&nbsp;</li> <li style="line-height: 2;">Demonstrated effective communication skills, both oral and written&nbsp;</li> <li style="line-height: 2;">Ability to contribute to an intellectually challenging and friendly team environment</li> <li style="line-height: 2;">FINRA Series 3 license, or willingness to obtain within 90 days of hire&nbsp;</li> </ul> <p><br>The salary range for this role is between $100,000 and $140,000. <u>This range is not inclusive of any potential bonus amounts.</u>  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. <br><br>PRIVACY STATEMENT: For information on ways PDT may collect, use, and process your personal information, please see <a href="https://pdtpartners.com/legal-notices">PDT’s privacy notices</a><u>.</u>&nbsp;</p>