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Investor Relations Operations Associate
Confirmed live in the last 24 hours
Locations
Stamford, CT, USA • New York, NY, USA
Experience Level
Entry
Junior
Mid
Senior
Expert
Desired Skills
Salesforce
PowerPoint/Keynote/Slides
Communications
Excel/Numbers/Sheets
Requirements
  • 2+ years of experience working in Investor Relations Operations and/or Investor Services a top-tier Fund Administrator an Asset Manager, Hedge Fund, Private Equity, or RIA firm
  • Direct experience with subscription and redemption document review
  • General knowledge of: Blue Sky, New Issues Status - IPO, Form PF, AML/KYC, ERISA, FATCA/CRS
  • Someone who is process oriented and is able to adapt to changes on a moment's notice
  • Proficient in Microsoft Excel, Word, PowerPoint, and Outlook
  • Salesforce knowledge
  • Process management and organizational skills to prioritize and stay on task
  • Strong communication skills and good judgment on knowing when and how to escalate issues
  • Ambitious, with a hunger to learn and innovate
  • Willingness to challenge the status quo in a thoughtful and collaborative manner
  • Passionate about being excellent at your profession
  • A team player who is more focused on helping the team achieve its goals than your own individual goals
  • Commitment to the highest ethical standards
Responsibilities
  • Support the Head of IR Operations and colleagues on on-going projects including oversight of routine transaction processing (e.g., subscriptions, transfers, and redemptions) as well as non-routine strategic priorities such as technology systems enhancement and reporting automation
  • Serve as a subject matter expert on all matters related to the Point72 fund documents, working closely with teams such as Legal, Finance, and Tax
  • Manage the IR Operations components of CRM
  • Assist with responding to investor queries and support the Capital Development team globally
  • Contribute to the Operational Due Diligence process, which is managed by IR Operations
  • Support management of the Employee Investment Program by developing, maintain, and servicing employee investors in the funds
Point72

1,001-5,000 employees

Discretionary short/long, macro, & systematic trading firm
Company Overview
Point72's mission is to be the industry’s premier asset management firm through delivering superior risk-adjusted returns, adhering to the highest ethical standards and offering the greatest opportunities to the industry’s brightest talent.
Benefits
  • Fully-paid health care benefits
  • Generous parental and family leave policies
  • Mental and physical wellness programs
  • Volunteer opportunities
  • Non-profit matching gift program
  • Support for employee-led affinity groups representing women, minorities and the LGBT+ community
  • Tuition assistance
  • A 401(k) savings program with an employer match and more
Company Core Values
  • Ethics & Integrity
  • Firm First
  • Innovation & Excellence
  • Growth & Development
  • Community