Relationship Manager - Trading Services

Relationship Manager - Trading Services

Job Function Summary

Trading Services is responsible for onboarding portfolio managers (PMs) and their teams to the Millennium platform. We serve as a key point of contact through onboarding discussions, introductions to trading tools/services, and general guidance as managers work to launch their trading strategy. We remain an important point of contact throughout a portfolio manager’s career at Millennium, helping to ensure they have all the resources required to run a successful business.

This role will work across businesses with our Equities, Fixed Income, Commodities and Quant Strategies management teams and will be exposed to cross asset classes and a variety of trading strategies.

Principal Responsibilities

1. Collect, document, evaluate, and socialize requirements for new Portfolio Managers
2. Build and maintain strong relationships with Portfolio Managers and their team and serve as a trusted point of contact
3. Work closely with Risk, Technology, Operations, Compliance, Legal, HR and other teams on Portfolio Managers’ requirements
4. Planning and organization of onboarding activities
5. Assist with strategic initiatives such as new strategies, products, markets, and trading systems
6. Manage portfolio creation, restructuring and shutdown activities for PMs

Qualifications/Skills Required

1. 7+ years’ experience working at a financial services firm preferably at a hedge fund or in prime brokerage
2. Strong interest and knowledge of financial markets, trading strategies, and alternative investments
3. Highly analytical mindset with strong problem-solving skills
4. Strong organizational skills, with the ability to clearly articulate status and next steps
5. Ability to manage multiple tasks simultaneously in a fast-paced environment
6. Strong interpersonal skills, including excellent verbal and written communication

Additional Qualifications

1. Prime services exposure, servicing clients, with project management experience
2. Diligent and able to keep track of things
3. Demonstrates ideas of improving platform
4. Coding a plus to help automate processes