Broker Relations Analyst
point72
finance

Job Description:

The Broker Relations team serves as the critical intermediary between Point72's 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.

Daily Responsibilities:

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

Job Requirements:

CPA with a bachelor�s 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

Compensation:

N/A

Job Location(s):

Stamford, Connecticut

Source:

Company Career Section

Competition:

N/A

Is there an interview guide for point72?

Yes

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