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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.
Job Responsibility:
Prepare and distribute regular investor reports, including fund estimates, risk reports, and market commentary
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
Requirements:
1+ years of professional experience
Bachelor’s degree with a strong academic record (all majors welcome)
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