Hedge Fund Operations Associate

As a Hedge Fund Operations Associate at PDT Partners, you will handle a range of responsibilities focused on client operations. This includes preparing and distributing various investor reports, maintaining the CRM system, preparing marketing materials, and liaising with both the fund administrator and internal accounting teams to ensure accurate processing of investor trades. You’ll also engage with clients to address their requests in real-time, providing a blended experience of communication and analytical skills.

To apply for the Hedge Fund Operations Associate position at PDT Partners, you should ideally possess a bachelor’s degree, have at least 2 years of professional experience, and demonstrate strong numerical literacy and Excel proficiency. Additionally, exceptional organization, attention to detail, and excellent communication skills are vital. If you are willing to obtain a FINRA Series 3 license within 90 days of hiring, that’s a plus!

The working environment at PDT Partners is innovative, collegial, and intellectually challenging. As a Hedge Fund Operations Associate, you'll be part of a close-knit and diverse community that values collaboration. Your role will allow you to interact with colleagues at all levels, fostering a friendly atmosphere where ideas are exchanged freely, and everyone’s contributions are valued.

PDT Partners stands out as a fantastic workplace due to its commitment to excellence and employee development. With a solid 30+ year track record, we focus on creating quality investment products over sheer size. Our strong employee-retention rate reflects our supportive culture, where you can expand your skill set and grow professionally inside a diverse and intellectually stimulating environment.

The salary range for Hedge Fund Operations Associates at PDT Partners falls between $100,000 and $160,000, depending on experience, educational background, and skill set. This aforementioned range does not include potential bonuses, offering you a competitive compensation structure that values your contributions to the company.

In prioritizing multiple tasks as a Hedge Fund Operations Associate, I first assess the deadlines and importance of each task. I use a combination of task management tools and communication with my team to understand urgent needs, ensuring that I meet firm deadlines effectively while maintaining quality and accuracy in my work.

In my previous role, there was a situation where an investor had a query regarding their transaction. I collaborated with both the fund administrator and the accounting team, facilitating communication between all parties. This helped ensure that I provided accurate information to the investor while resolving the issue quickly and efficiently.

I have extensive experience in preparing detailed investor reports that include risk assessments and market commentary. I utilize Excel for data analysis and representation, ensuring that reports are both informative and accessible, allowing clients to make informed decisions based on accurate and timely information.

I have utilized various CRM systems to maintain and manage investor data, ensuring accuracy and reliability. I’m also proficient in Excel for data analysis and presentations, enabling me to generate reports and insights for internal discussions and external communications effectively.

To ensure accuracy in processing investor trades, I double-check input against source documents and maintain open communication with the accounting team for verification. This collaborative approach minimizes the risk of errors and streamlines the trade process, ultimately enhancing client satisfaction.

Effective communication is crucial to my work as a Hedge Fund Operations Associate. I regularly communicate with investors to clarify queries and ensure that internal teams are aligned on project statuses. Clarity and responsiveness foster a collaborative environment, which leads to higher efficiency and better client service.

I am drawn to hedge fund operations because of its dynamic nature and the opportunity to work closely with quantitative analysis. The challenge of providing timely and precise support to clients in a fast-paced environment excites me, and I believe that my skills can contribute significantly to the operations team at PDT Partners.

In stressful situations, I stay calm and focused, breaking tasks down into manageable steps. I prioritize the most pressing issues and reach out to my team for support where necessary. This collaborative approach allows us to work together effectively, turning potential stress into productive outcomes.

I employ a few strategies to stay organized, such as using digital tools for task management and creating checklists for daily responsibilities. Maintaining a calendar to track deadlines and setting reminders helps me stay on top of my projects while ensuring nothing falls through the cracks.

I believe that strong attention to detail is the most critical skill for a Hedge Fund Operations Associate. Given the complex nature of financial data, being meticulous ensures that reports are accurate and that investor queries are addressed effectively, which is paramount in maintaining client trust and satisfaction.