Client Services Analyst.

13 hours ago

Bengaluru, India Millennium Management Full time

Client Services AnalystWho 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. Key Responsibilities: 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.

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