Finance Associate

Posted 5 Days Ago
Be an Early Applicant
New York, NY, USA
Hybrid
120K-150K Annually
Mid level
Financial Services
The Role
Finance Associate supporting treasury, finance, fund reporting, tax compliance, cash management, margin analysis, and counterparty management. The role rotates across FACT functions, improves workflows using data and AI tools, collaborates with internal technical and operational teams, liaises with external providers, and contributes to special projects and ad hoc analyses. This is a hybrid position requiring at least three days weekly in the New York City office.
Summary Generated by Built In

PDT Partners – a quantitative investment manager – is looking for an analytical, curious, and tenacious Finance Associate to join our Finance, Accounting, and Treasury (“FACT”) team. Unlike traditional finance roles, this position offers the opportunity to modernize our operations across treasury, finance, tax, and reporting. This role focuses on deeply understanding the "why" behind our processes, identifying opportunities for improvement, implementing efficiency gains, and harnessing data to drive better decision-making across the firm.

As a Finance Associate, you will cross train in various FACT responsibilities to develop expertise in multiple domains. You will collaborate closely with operational and technical teams across the company, contribute to day-to-day operations, and brainstorm with other groups within PDT on implementing trading strategies. In this role, you'll be a core member of the FACT team—integral to running our business and building the infrastructure that enables our growth.

This is a hybrid position and will require the person to work from our New York City office at minimum 3 days a week.

Why join us?  
PDT Partners has a 30+ year track record and a reputation for excellence. Our goal is to be the best quantitative investment manager in the world—measured by the quality of our products, not their size. PDT’s very high employee-retention rate speaks for itself. Our people are intellectually extraordinary and our community is close-knit, down-to-earth, and diverse. 

Responsibilities:  

  • Develop broad expertise by rotating across treasury, finance, fund reporting, and tax compliance
  • Support day-to-day FACT operations, e.g. cash management, margin analysis, tax estimates, compliance reporting, and counterparty management
  • Identify opportunities to streamline workflows and implement solutions by collaborating with internal operations development teams and leveraging data systems and AI tools
  • Liaise with external service providers, such as prime brokers and accounting firms
  • Lead or contribute to special projects and ad-hoc analyses both within the FACT team and across the firm 

Below is a list of skills and experiences we think are relevant. Even if you don’t think you’re a perfect match, we still encourage you to apply because we are committed to developing our people. 

  • 2-4 years of professional experience in Finance, Treasury, Data Science, Management Information Systems, Accounting and Tax, or related fields 
  • Basic programming skills or experience with AI-assisted tools to automate and streamline workflows
  • Strong analytical and quantitative skills
  • Intellectual curiosity: eager to learn about our business and understand the "why" behind processes
  • Diligence: a demonstrated ability to be meticulous and thorough in delivering high-quality work
  • Tenacity: enthusiastic about taking on new challenges and determined to get the job done
  • Self-motivation: driven to deliver excellent work and identify improvement opportunities
  • Clear communication: ability to speak and write in a clear and concise manner
  • Strong teamwork: collaborate and work effectively across teams 

The salary range for this role is between $120,000 and $150,000. This range is not inclusive of any potential bonus amounts.  Factors that may impact the agreed upon salary within the range for a particular candidate include years of experience, level of education obtained, skill set, and other external factors. 

PRIVACY STATEMENT: For information on ways PDT may collect, use, and process your personal information, please see PDT’s privacy notices.  

Skills Required

  • 2-4 years of professional experience in Finance, Treasury, Data Science, Management Information Systems, Accounting and Tax, or a related field
  • Basic programming skills or experience using AI-assisted tools to automate and streamline workflows
  • Strong analytical and quantitative skills
  • Intellectual curiosity and willingness to understand business processes
  • Diligence and ability to deliver meticulous, thorough, high-quality work
  • Tenacity and determination to take on challenges and complete work
  • Self-motivation and ability to identify improvement opportunities
  • Clear written and verbal communication skills
  • Ability to collaborate and work effectively across teams

PDT Partners Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about PDT Partners and has not been reviewed or approved by PDT Partners.

  • Career-Linked Recognition & Rewards — Compensation is framed as long-term and aligned with firm and individual performance, with upside potential through performance-linked and deferred components. This alignment can meaningfully increase total rewards in strong periods.
  • Healthcare Strength — Health coverage spans medical, dental, vision, disability, and life insurance and is described as comprehensive, materially boosting total rewards. Wellness supports further complement the core coverage.
  • Retirement Support — A 401(k) plan with employer matching and pre-tax savings programs strengthens long-term financial benefits beyond salary and bonus. Charitable-gift matching adds additional financial-oriented support.

PDT Partners Insights

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The Company
HQ: New York, NY
250 Employees

What We Do

PDT, which stands for Process Driven Trading, was founded by Peter Muller in 1993 as a proprietary trading group within Morgan Stanley. In 2013, after establishing a 19-year track record finding inefficiencies in financial markets, the group spun out of Morgan Stanley to become an independent investment management firm, PDT Partners. Today we are a leader in the field of quantitative finance, known for our rigorous scientific, systematic, and model-driven approach to investing, with multiple billions in assets under management. Peter Muller, Founder and CEO, and a small group of managing partners lead around 250 scientists, engineers, and professionals in New York and London.

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