Relationship Manager
Trading Services is responsible for onboarding portfolio managers and their teams to the Millennium platform. We serve as a key point of contact through onboarding discussions, introductions to trading resources & tools and general guidance as managers work to launch their trading strategy. We remain a point of contact throughout a portfolio manager's career at Millennium, helping to ensure they have the resources required to run a successful business.
This role will work across Equities, Fixed Income, Commodities and Quant Strategies investment teams and will be exposed to cross asset classes and a variety of trading strategies.
Principal Responsibilities - Collect, document, evaluate, and socialize requirements for new Portfolio Managers
- Build and maintain strong relationships with Portfolio Managers and their team and serve as a trusted point of contact
- Work closely with Risk, Technology, Operations, Compliance, Legal, HR and other teams on Portfolio Managers' requirements
- Planning and organization of onboarding activities to provide a curated introduction to the Millennium platform
- Assist with strategic initiatives such as new strategies, products, markets and trading systems
- Manage portfolio creation, restructuring and shutdown activities
Qualifications/Skills Required - 5+ years' experience working at a financial services firm preferably at a hedge fund or in prime brokerage
- Detailed knowledge of financial markets, trading strategies and alternative investments
- Strong intrapersonal and relationship building skills, including excellent verbal and written communication
- Highly analytical mindset with strong problem solving skills
- Excellent organizational skills, with the ability to clearly articulate status and next steps
- Ability to manage multiple tasks simultaneously in a fast-paced environment