About the Role
Serve as the primary point of contact and trusted technology partner for Equity Portfolio Managers and analysts in the region. Lead the end-to-end onboarding of new equity investment teams, from candidate stage through new joiner setup. Partner with investment teams to understand day-one requirements and capture ongoing technology and AI needs clearly and effectively. Maintain accurate technology user profiles and a clear log of open items, owners, dependencies, and target dates. Coordinate closely with partners across the firm, including Business Management, Operations, Trading, and Data, to align delivery, manage expectations, and communicate progress and risks. Help ensure investment professionals are well supported through responsive engagement, clear communication, and timely escalation where needed.
Responsibilities
- Serve as the primary point of contact and trusted technology partner for Equity Portfolio Managers and analysts in the region
- Lead the end-to-end onboarding of new equity investment teams, from candidate stage through new joiner setup
- Partner with investment teams to understand day-one requirements and capture ongoing technology and AI needs clearly and effectively
- Maintain accurate technology user profiles and a clear log of open items, owners, dependencies, and target dates
- Coordinate closely with partners across the firm, including Business Management, Operations, Trading, and Data, to align delivery, manage expectations, and communicate progress and risks
- Help ensure investment professionals are well supported through responsive engagement, clear communication, and timely escalation where needed
Requirements
- 5+ years of experience in a client-facing role such as relationship management, technical account management, product management, or project management
- Experience in financial services working directly with equity investment professionals
- Excellent verbal and written communication skills, with the credibility to build strong relationships with senior investment professionals and engineering leads
- Exceptional organizational skills and attention to detail, with the ability to manage multiple workstreams, owners, and deadlines at once
- Strong understanding of equity investing workflows, including research, portfolio construction, and risk management, as well as the tools that support them
- Strong analytical skills, including the ability to translate investment team needs into clear, actionable requirements for development teams
Skills
- Relationship management
- Technical account management
- Product management
- Project management
- Communication skills
- Organizational skills
- Attention to detail
- Equity investing workflows
- Research
- Portfolio construction
- Risk management
- Analytical skills
Experience Level
- 5+ years
About the Company
- Millennium is a global, diversified alternative investment firm, founded in 1989.
- Defined by evolution, innovation and focus, Millennium’s mission is to deliver results for our investors.
- Our people are empowered with both independence and support: the autonomy to pursue ideas with conviction and the backing of a global network committed to collaboration, disciplined risk management and continuous learning.
- With opportunities to deepen expertise and accelerate development, talent at Millennium is equipped to adapt, evolve and build lasting impact over time.
- Discover how transformative growth accelerates impact.
- Core to the health and growth of Millennium’s business, the Information Technology organization develops flexible, scalable technology and advanced proprietary systems, including the development of the next generation of analytical and trading capabilities.
- Within this organization, the Equities Technology team partners closely with linear equity investment teams, supporting the tools, workflows, and cross-functional coordination that underpin research, portfolio construction, risk management, and day-to-day investment activity.
