A Career with Point72’s Broker Relations team
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.
What you’ll 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
What’s required
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
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 industry’s brightest talent by cultivating an investor-led culture and committing to our people’s long-term growth. For more information, visit https://point72.com/.