Company Description
Soros Fund Management LLC (SFM) is a multi-strategy global investment firm and family office that manages approximately $28 billion in net assets. Founded by George Soros in 1970, SFM serves as the principal asset manager for the Open Society Foundations (OSF), one of the world's largest charitable foundations dedicated to promoting justice, human rights, and democracy. SFM leverages its permanent capital base, unconstrained mandate, and 50-plus years of experience to invest nimbly across diverse strategies and asset classes, including public and private equities and credit and macro assets. SFM’s approach is unique in the investment industry. Headquartered in New York City with offices in London and Dublin, SFM employs about 200 professionals.
Position Overview
We are seeking a highly motivated and analytical individual to join our Event-Driven Equities team. This role offers a unique opportunity to work closely with an experienced Portfolio Manager on innovative trading strategies that utilize a data-driven, systematic approach to capitalize on corporate events such as Mergers & Acquisitions, Spin-offs, and Tender Offers. As an Event-Driven Analyst, you will play a critical role in identifying and analyzing investment opportunities, performing in-depth evaluations of future events, and delivering real-time insights on breaking news. Your contributions will directly influence trading decisions and drive performance within a dynamic and fast-paced environment.
Responsibilities
- Work with portfolio manager on all corporate events including mergers, spinoffs, exchange offers and tender offers
- Identify and analyze future events using FactSet, Bloomberg, ArbJournal, and proprietary tools to uncover actionable insights.
- Proactively monitor existing positions and provide timely updates on deal-specific developments, including earnings, regulatory updates, and filings.
- Develop a strong understanding of the systematic models and evaluate how new and existing deals fit into these frameworks
- Maintain database of historic and current M&A transactions through independent research and working with third party data providers
- Perform fundamental valuation work on merger targets throughout the life of the deal to quantify risk/reward
- Work with quantitative strategists on enhancements to the systematic models and back testing trading strategies
- Work with Risk Management team to understand deal specific and portfolio risk considerations
- Effectively communicate with PM regarding analysis and findings
- Maintain relationships with sell side brokers
Requirements
- Bachelor’s degree; focus on math, engineering, data science or statistics is a plus
- Minimum of three (3) years of experience in Equities, with background in mergers and events
- Expertise with Bloomberg, Excel
- Experience with statistical and quantitative analysis
- Understanding of the Equities markets with a focus on corporate events and mergers
- Excellent organizational skills and attention to detail
- Strong communication skills in both written and verbal communication
- Inherent self-motivation to learn and grown
What We Offer
- We anticipate the base salary of this role to be between $150k and $175k. In addition to a base salary, the successful candidate will be eligible to receive a discretionary year-end bonus, as well as other benefits
- Available benefits Include (i) a daily meal allowance, (ii) health, vision, dental and disability insurance, (iii) a generous PTO and parental leave policy, (iii) an employer-sponsored 401k plan (eligible for employer matching), and (iv) a 3:1 employer matching gifts program for 501c(3) or equivalent qualified organizations
- Opportunities for professional development and growth
- A collaborative and inclusive work environment
- The chance to make a meaningful impact on global labor practices and human rights
In all respects, candidates need to reflect the following SFM core values:
Integrity // Teamwork // Smart risk-taking // Owner’s Mindset // Humility
Integrity // Teamwork // Smart risk-taking // Owner’s Mindset // Humility
