Client Services Analyst

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.

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.