Investor Relations Operations Associate

Posted 17 Days Ago
Be an Early Applicant
2 Locations
Junior
Financial Services
The Role
As an Investor Relations Operations Associate, you will process investor transactions and collaborate with various teams to enhance services. Duties include document review, supporting capital development, managing CRM components, and contributing to operational due diligence. A strong focus on detail and effective communication is essential.
Summary Generated by Built In

A Career with Point72’s Investor Relations Operations Team

The IR Operations Team sits within the Investor Relations and Capital Development function and is responsible for supporting the firm’s capital management plan by facilitating new investor on-boarding and responding to the ongoing service requirements of the firm’s external and internal investors. We pride ourselves on providing speedy and diligent, high-quality service to our clients, and work closely with the broader IR and Capital Development team as well as teams across the firm (Finance, Accounting, Tax, Legal, Communications, Compliance, and more). The IR Operations team is based in Stamford, although there is flexibility to work out of Point72’s New York office.

What you’ll do

As a member of the IR Operations team, you’ll join a lean and high-energy group of professionals dedicated to providing best-in-class service to our external and internal investors. Specifically, you will:

  • Process high volume routine investor transactions including subscriptions, transfers, and redemptions
  • Work hand in hand with the firm’s administrator across all areas of the operations process
  • Serve as a subject matter expert on all matters related to Point72 fund documents while working closely with teams including Legal, Compliance, Finance, and Tax
  • Support the Head of IR Operations on monthly deliverables and ongoing projects as well as strategic priorities such as technology systems enhancement and reporting automation
  • Support the Capital Development team globally and assist with responding to investor queries
  • Support management of the Employee Investment Program by developing, maintaining, and servicing employee investors in the funds
  • Manage the IR Operations components of CRM
  • Contribute to the Operational Due Diligence process, which is managed by IR Operations

What’s required

  • 2+ years of experience working in investor relations operations and/or investor services at a top-tier fund administrator or hedge fund.
  • Direct experience with subscription and redemption document review 
  • General knowledge of: Blue Sky, New Issues Status - IPO, Form PF, AML/KYC, ERISA, FATCA/CRS
  • A process-oriented mindset and the ability to quickly adapt to change
  • Strong organizational skills with excellent attention to detail
  • Proficiency in Microsoft Excel, Word, PowerPoint, and Outlook
  • Previous experience with Salesforce
  • Strong communication skills and good judgment on knowing when and how to escalate issues
  • A team player who is more focused on helping the team achieve its goals than your own individual goals
  • The ability and willingness to work both independently and collaboratively with others
  • Commitment to the highest ethical standards

We take care of our people

We invest in our people, their careers, their health, and their well-being. When you work here, we provide:

  • Fully-paid health care benefits
  • Generous parental and family leave policies
  • Volunteer opportunities
  • Support for employee-led affinity groups representing women, people of color and the LGBTQ+ community
  • Mental and physical wellness programs
  • Tuition assistance
  • A 401(k) savings program with an employer match and more

About Point72

Point72 is a leading global alternative investment firm led by Steven A. Cohen. Building on more than 30 years of investing experience, Point72 seeks to deliver superior returns for its investors through fundamental and systematic investing strategies across asset classes and geographies. We aim to attract and retain the industry’s brightest talent by cultivating an investor-led culture and committing to our people’s long-term growth. For more information, visit www.Point72.com/about.

The annual base salary range for this role is $125,000-$130,000 (USD) , which does not include discretionary bonus compensation or our comprehensive benefits package. Actual compensation offered to the successful candidate may vary from posted hiring range based upon geographic location, work experience, education, and/or skill level, among other things.

Top Skills

Excel
Microsoft Outlook
Microsoft Powerpoint
Microsoft Word
Salesforce
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The Company
HQ: Stamford, CT
1,691 Employees
On-site Workplace
Year Founded: 2014

What We Do

Point72 Asset Management is a global firm led by Steven Cohen that invests in multiple asset classes and strategies worldwide. Resting on more than a quarter-century of investing experience, we seek to be the industry’s premier asset manager through delivering superior risk-adjusted returns, adhering to the highest ethical standards, and offering the greatest opportunities to the industry’s brightest talent. We’re inventing the future of finance by revolutionizing how we develop our people and how we use data to shape our thinking. For more information, visit www.Point72.com/working-here.

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