Summary
Location
Bengaluru
Type
full-time
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About this role
Investor Relations & Client Services Analyst
Who We Are:
Millennium Management is a global investment management firm founded in 1989 that manages approximately $79 billion in assets. Millennium has more than 2,300 employees with offices in the United States, Europe and Asia. Over the last 25+ years, our mission has remained constant: to deliver the alternative investment industry’s highest quality returns to our investors, and to maintain a commitment to our principles of integrity, discipline and excellence.
About the Role:
This position is a critical part of the Investor Relations / Client Service group, with a strong focus on documentation, reporting, and data review. The role requires a detail-oriented and client-focused professional who can manage investor-related tasks efficiently while collaborating with stakeholders.
Principal Responsibilities:
Investor Documentation and Administration:
Assist with investor fund documentation and liaise with fund administrator.
Organize, review, and upload investor documentation into the CRM system.
Update CRM/investor database with investor account details and trade documentation.
Compliance and Regulatory Tasks:
Conduct compliance checks (e.g., AML, CFTC) on prospective and existing investors.
Liaise with internal compliance and accounting teams to ensure adherence to regulatory requirements.
Reporting and Analysis:
Prepare internal and external reports in Excel to analyze investor base, asset flows, and other key metrics.
Update fund information in relevant databases.
Investor Relations Support:
Assist in the completion of Due Diligence Questionnaires (DDQs) and Requests for Proposals (RFPs).
Support the preparation and review of marketing materials.
Required Qualifications & Skills
Education:
Bachelor’s Degree required (preferably in Finance, Business, or a related field).
Experience:
1-2 years of experience in a similar role, preferably at an asset management firm, hedge fund, or financial services company.
Skills:
Excellent planning and organizational skills.
Strong proficiency in Microsoft Office Suite (Outlook, Excel, Word, PowerPoint).
Detail-oriented with the ability to manage multiple tasks and prioritize in a time-sensitive environment.
Strong written and oral communication skills.
Client-service focused with a proactive and problem-solving mindset.
Preferred Skills:
Familiarity with compliance processes (e.g., AML, CFTC).
Experience working with CRM systems and investor databases.
Knowledge of asset management or hedge fund operations is a plus.
Other facts
About Millennium
Millennium is a global, diversified alternative investment firm, founded in 1989, which manages $83.5 billion in assets. Defined by evolution, innovation and focus, Millennium's mission is to deliver high-quality returns for our investors.
Millennium seeks to empower talented professionals with the sophisticated expertise, resources and technology to pursue a diverse range of investment strategies across industry sectors, asset classes and geographies.
See our community guidelines at: mlp.com/guidelines
Read our disclosures at: https://www.mlp.com/disclosures/
What you'll do
- The role involves managing investor documentation, conducting compliance checks, and preparing reports to analyze investor metrics. It also includes assisting with due diligence questionnaires and supporting marketing material preparation.
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