Portfolio Servicing Analyst
New York, New York, United States
Two Sigma is a different kind of investment manager. Since 2001, we have used data science and technology to derive insights that forecast the future and discover value in markets worldwide. Our team of scientists, technologists and academics looks beyond traditional finance to understand the bigger picture and develop creative solutions to some of the world’s most difficult economic problems. Our work spans across markets and industries, from insurance and securities to private investments and new ventures.
We are looking for an analyst to join the Portfolio Servicing and Initiatives team within our Investment Management business. Investment Management at Two Sigma leverages the firm’s research, data, and technology-driven approach to provide investment solutions to leading institutional investors globally. The Portfolio Servicing and Initiatives function within Investment Management strives to ensure reliability of the daily operation of the business and our portfolio management function, providing a robust foundation for the business to grow upon. Working in conjunction with the Portfolio Managers, Traders and colleagues in Engineering and Corporate across the firm, this function ensures that business-specific operating needs are properly defined, monitored, and managed on a regular basis.
You will take on the following responsibilities:
Owning and managing the daily operational processes (e.g. investment mandate monitoring, regulatory trading requirements, investor-driven trading requirements, trading universe changes, capital activity management, FX hedging, corporate action processing, amongst others)
Own a functional/process area, including daily operational processes, monitoring, metrics and define strategic improvements for the specific functional/process area
Analyzing existing portfolio operations processes for capability gaps or areas of improvement and recommending scalable solutions to improve efficiency and enhance controls.
Assisting the team with implementation (new/enhance existing) of systems/processes which includes documenting requirements, testing and supporting rollout to the stakeholders
Coordinating with modeling, portfolio management, engineering, and corporate teams on support issues and improvements to operational tools and processes
Providing support with tasks outside day to day operations such as performance monitoring, reporting/metrics, procedure/controls documentation and escalation policy enhancements
You should possess the following qualifications:
Bachelor’s degree with a strong academic record, preferably in finance, economics, mathematics, engineering, or a related discipline
6-8 years of operations experience preferably at an asset management firm, prime broker, or fund administrator
Strong operations and support mentality, with the ability to identify potential gaps or problems, areas for improvement, and performance bottlenecks to suggest potential solutions
Exceptionally strong stakeholder management and communication skills
Experience having owned a specific process area or become an SME of a functional area
Excellent problem-solving and analytical abilities, attention to detail, and a strong work ethic
Ability to work collaboratively in a team environment
Ability to multitask and manage competing priorities
Advanced Skills in Excel and MS Office; database and SQL experience preferred and coding is a plus but not required
Understanding of financial markets, the investment lifecycle, and electronic/algorithmic trading systems is a plus but not required
You will enjoy the following benefits:
Core Benefits: Fully paid medical and dental insurance premiums for employees and dependents, competitive 401k match, employer-paid life & disability insurance
Perks: Onsite gyms with laundry service, wellness activities, casual dress, snacks, game rooms
Learning: Tuition reimbursement, conference and training sponsorship
Time Off: Generous vacation and unlimited sick days, competitive paid caregiver leaves
We are proud to be an equal opportunity workplace. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity/expression, age, status as a protected veteran, status as an individual with a disability, or any other applicable legally protected characteristics.