Broker Relations Analyst

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
• 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

Benefits

Additional Information

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.

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