A Career with Point72s Broker Relations team
The Broker Relations team serves as the critical intermediary between Point72s investment professionals and the sell-side broker community ensuring our investment teams receive the highest quality resources and optimal servicing from the sell-side. Key responsibilities include managing broker evaluations to assess service quality monitoring firm-wide engagement and consumption patterns partnering with trading to allocate commission spend to maximize value and maintaining strong productive relationships with sell-side counterparts.
What youll do
- Analyze broker consumption across investment teams
- Assist with analysis of broker payment trends in relation to resource consumption
- Maintain accurate and auditable records across broker consumption and spend identifying and escalating discrepancies where needed
- Prepare recurring and ad-hoc reports for internal stakeholders including trading investment teams and other senior stakeholders
- Assist in preparation of broker scorecards and evaluation materials
- Coordinate broker meetings and reviews
- Communicate ad-hoc sell-side requests from investment teams to brokers
- Help to ensure broker services are used in accordance with firm policies
- Work with Technology teams to ensure mappings reporting and apps are working as required
- Identify opportunities to improve reporting data quality and operational processes
Whats required
- CPA with a bachelors degree in finance or accounting and a minimum GPA of 3.3
- 1-3 years of relevant professional experience
- Highly proficient in Microsoft Office (Excel VBA PowerPoint and Word)
- Strong analytical skills with the ability to work with large datasets
- Strong attention to detail and organizational skills
- Strong written and verbal communication skills
- Ability to manage multiple priorities in a fast-paced environment
- Proactive and self-motivated mindset
- 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 LGBT 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 industrys brightest talent by cultivating an investor-led culture and committing to our peoples long-term growth. For more information visithttps:// Experience:
IC
A Career with Point72s Broker Relations teamThe Broker Relations team serves as the critical intermediary between Point72s investment professionals and the sell-side broker community ensuring our investment teams receive the highest quality resources and optimal servicing from the sell-side. Key res...
A Career with Point72s Broker Relations team
The Broker Relations team serves as the critical intermediary between Point72s investment professionals and the sell-side broker community ensuring our investment teams receive the highest quality resources and optimal servicing from the sell-side. Key responsibilities include managing broker evaluations to assess service quality monitoring firm-wide engagement and consumption patterns partnering with trading to allocate commission spend to maximize value and maintaining strong productive relationships with sell-side counterparts.
What youll do
- Analyze broker consumption across investment teams
- Assist with analysis of broker payment trends in relation to resource consumption
- Maintain accurate and auditable records across broker consumption and spend identifying and escalating discrepancies where needed
- Prepare recurring and ad-hoc reports for internal stakeholders including trading investment teams and other senior stakeholders
- Assist in preparation of broker scorecards and evaluation materials
- Coordinate broker meetings and reviews
- Communicate ad-hoc sell-side requests from investment teams to brokers
- Help to ensure broker services are used in accordance with firm policies
- Work with Technology teams to ensure mappings reporting and apps are working as required
- Identify opportunities to improve reporting data quality and operational processes
Whats required
- CPA with a bachelors degree in finance or accounting and a minimum GPA of 3.3
- 1-3 years of relevant professional experience
- Highly proficient in Microsoft Office (Excel VBA PowerPoint and Word)
- Strong analytical skills with the ability to work with large datasets
- Strong attention to detail and organizational skills
- Strong written and verbal communication skills
- Ability to manage multiple priorities in a fast-paced environment
- Proactive and self-motivated mindset
- 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 LGBT 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 industrys brightest talent by cultivating an investor-led culture and committing to our peoples long-term growth. For more information visithttps:// Experience:
IC
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