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.
Responsibilities:
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. PRIVACY STATEMENT: For information on ways PDT may collect, use, and process your personal information, please see PDT’s privacy notices.
