The Role We are seeking a talented individual to join our Capital Development & Investor Relations (CDIR) team as a Client Operations Associate. The Client Operations Associate will primarily assist with the operational aspects of CDIR and will report to the Director of Client Operations. The CDIR team’s core mandate is to help grow the firm’s capital base and provide exceptional client service to existing investors.
What you’ll do
Assist in the investor Operational Due Diligence (“ODD”) process, including managing the quarterly firm Due Diligence Questionnaire (“DDQ”) and customized investor DDQs
Attend investor ODD meetings/calls and manage all associated notes, processes, and follow ups
Work with the Fund Administrator and Fund Accounting teams to review investor capital activity and reporting
Manage operational client requests to ensure investor questions are addressed in a timely manner
Prepare capital activity and investor balance reporting and analysis for internal stakeholders
Liaise with Legal, Compliance, and Fund Accounting teams to assist with client onboarding and servicing
Assist with industry surveys and ad-hoc analysis for clients
What you’ll bring What you need:
3-5 years of financial services experience
Team player with a collaborative approach and a growth mindset
Excellent written and verbal communication skills with strong attention to detail
Self-starter with exceptional organizational and problem-solving skills
Ability to take ownership of and multi-task across priorities to ensure successful and timely completion of deliverables
Capable of operating in a dynamic, fast-paced environment
Poised and professional presence with the ability to readily contribute thoughts and perspectives
Experience and proficiency with Microsoft Excel, PowerPoint, and Word
We’d love it if you had:
Working knowledge of CRM databases
Basic understanding of the hedge fund business and/or capital markets
Who we are Schonfeld Strategic Advisors is a global multi-strategy, multi-manager investment platform that harnesses the transformative power of people to perform in all market environments. Our dynamic culture inspires better outcomes for our team, our investors, and our partners. We aim to consistently deliver risk-adjusted returns, with people driving performance.
We specialize in four core strategies: Quantitative Trading, Fundamental Equity, Tactical Trading, and Discretionary Macro & Fixed Income. We capitalize on inefficiencies and opportunities within the markets, drawing from a significant investment in proprietary technology, infrastructure, and risk analytics.
We invest through internal portfolio managers and external partner funds, pursuing alignment among investors, investment professionals, and the firm. Our footprint spans 7 countries and 19 offices.
Our Culture Talent is our strategy. We believe our success is because of our people, so putting our talent above all else is our top priority. We are teamwork-oriented, collaborative, and encourage ideas—at all levels—to be shared. As an organization committed to investing in our people, we provide learning & educational offerings and opportunities to make an impact.
We foster a sense of belonging among all of our employees with Diversity, Equity, and Inclusion at the forefront of this mission. Our employees value diversity across identity, thought, people and perspective which serves as the foundation of our culture. As a firm, we are committed to creating a hiring process that is fair, welcoming, and supportive. The annual base pay for this role is expected to be between $90,000 and $125,0000. The expected base pay range is based on information at the time this post was generated. Actual compensation for the successful candidate will be determined based on a variety of factors such as skills, qualifications, and experience.
