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PDT Partners · 22 hours ago

Investor Relations Operations Associate

New York, NY

Full-time

Hybrid

Entry Level

$100K/yr - $140K/yr

1+ years exp

PDT Partners is a quantitative investment manager seeking a highly talented individual to join their Investor Relations Team, focusing on client operations. This role offers an opportunity to learn all aspects of client operations in a collaborative environment at a world-class trading firm.

Software Engineering

Growth Opportunities

Responsibilities

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

Qualification

Excel proficiencyFINRA Series 3 licenseNumerical literacyEffective communicationAttention to detailOrganizational skillsCollaboration

Required

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