Jr. Project Analyst

Found in: Appcast Linkedin GBL C2 - 3 weeks ago


Baltimore, United States Patient Capital Management, LLC Full time

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 bachelor’s 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 careers@patientcm.com

 

 




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