Client Services Analyst Job in Bangalore at Millennium Management

Millennium Management is hiring for the role of Client Services Analyst!

Responsibilities of the Candidate:

• 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.
• 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.
• Prepare internal and external reports in Excel to analyze investor base, asset flows, and other key metrics.
• Update fund information in relevant databases
• Assist in the completion of Due Diligence Questionnaires (DDQs) and Requests for Proposals (RFPs).
• Support the preparation and review of marketing materials.

Requirements:

• Bachelor’s Degree required (preferably in Finance, Business, or a related field).
• 1-2 years of experience in a similar role, preferably at an asset management firm, hedge fund, or financial services company.
• 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.
• 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.