Operational Analyst

Candidates will only be considered by sending a resume and cover letter to careers@patientcm.com 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 $2.0B 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 Operations 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: 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. High degree of professionalism, discretion and integrity. Curious mindset and continuous improvement orientation. Independent thinkers with strong risk awareness. Strong work ethic and self-starter Sense of urgency This role requires being in the office four days a week and working remotely on day per week. Seniority level

Seniority level Entry level Employment type

Employment type Full-time Job function

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