Full-Time
Associate – Fund Asset Allocation and Analysis
Global asset management firm investing in diverse strategies.
Junior, Mid
Stamford, CT, USA
- 3+ years accounting / financial services experience
- Bachelor's degree in Accounting/Finance/Business
- Strong MS Excel / VBA skills
- Strong verbal and written communication skills
- Commitment to the highest ethical standards
- Prepare and maintain monthly asset allocation model to meet funds target allocations
- Calculate monthly advisory and incentive fees, and pass-through expenses
- Monitor and adjust currency hedge
- Assist in the monthly close process for various multi-strategy funds
- Produce performance estimates for distribution to senior management and Limited Partners
- Prepare and distribute ownership and NAV statements to counterparties
- Prepare quarterly tear sheets and monthly track records
- Prepare financial models for strategic initiatives and fund analysis
- Assist with annual financial and SOC 1 audits, regulatory reporting, and requests
- Assist with maintenance of the team's policies and procedures
- Work on technical and special projects
- 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 LGBTQ+ community
- Tuition assistance
- A 401(k) savings program with an employer match and more
Point72 Asset Management, under the leadership of Steven Cohen, is a global investment firm that values entrepreneurial thinking and continuous adaptation, fostering a culture where ideas are welcomed from all levels within the organization. The firm's competitive advantage lies in its commitment to superior risk-adjusted returns and high ethical standards, backed by over a quarter-century of investing experience. Point72's industry leadership is evident in its strategic use of data to shape decision-making and its dedication to developing its talent, positioning it as a promising workplace for those seeking to shape the future of finance.
Company Stage
Private
Total Funding
$600M
Headquarters
Stamford, Connecticut
Founded
2014
6 month growth
↑ 9%1 year growth
↑ 32%2 year growth
↑ 68%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