Jr. Project Analyst - Baltimore, United States - Patient Capital Management Llc

Description

Position Title:
Junior Project Analyst

Firm:
Patient Capital Management, LLC


Location:
Baltimore, Maryland

Patient Capital Management, LLC is a team of investment professionals dedicated to maximizing the long-term wealth of its investors.
We firmly adhere to a value-driven, research intensive investment process.

We are patient, long-term investors who invest with a longer time horizon than the market, which we view as a competitive advantage.

The Firm is responsible for assets under management of $1.8B and is located in downtown Baltimore.


Job Summary:

This is an entry-level position that supports the operations team and investment team, as well as other functional teams at Patient Capital Management.

The Junior Project Analyst duties include:
Assist Investment & Marketing Team members to compile data for monthly, quarterly, and annual reports
Provide daily performance reports and cash forecasts to the firm
Perform daily reconciliation of cash balances and security positions, manage portfolio accounting, and record transactions in recordkeeping software
Provide Investment Team with Bloomberg-ready investment tracking sheets and internal intra-day market performance reports
Setup and maintain a master data list for securities
Handle compliance-related requests, including assisting with SEC filings, preparing data for monthly compliance meetings, and quarterly reporting
Assist with Private Funds accounting, monthly performance, and in gathering data needed for annual tax/audit requests
Prepare correspondence, operations requests, and assist with a variety of administrative projects and research duties
Assist in the preparation of presentations for portfolio managers


Requirements:
A bachelors degree
0 - 3 years work experience
Strong writing and communication skills, with an emphasis on precision and brevity
Intense motivation for seeking out obscure information and attention to detail
Thrive in a fast-paced environment while prioritizing a multitude of tasks.
Flexible and adaptable. Willingness to help wherever needed.
Professional attitude
Strong work ethic and self-starter
Sense of urgency
Resourcefulness
Optimistic
Collegial
Must plan to pursue educational and certification programs over time.

This position is located in Baltimore, Maryland.
Interested candidates should send a resume and cover letter to

by Jobble

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