Investor Relations Operations Associate

PDT PartnersNew York, NY
2d$100,000 - $140,000Hybrid

About The Position

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. Why join us? 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.

Requirements

  • 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

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
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