Senior Relationship Manager
1 week ago
Senior Relationship Manager - Trading Services
Trading Services is responsible for onboarding Portfolio Managers to the Millennium platform. This includes a thorough review of the PM’s strategy, coupled with targeted introductions to Millennium tools and resources. Once onboard, Trading Services remains an important point of contact for the PM as they work to launch their strategy.
This role will cover PMs across our Equities, FICC, and Quantitative investment teams.
Principal Responsibilities
- Collect and socialize requirements related to the PM’s strategy including product universe, data needs, analytics, technical requirements, and trade flow.
- Work closely with Millennium Risk, Technology, Research, Operations, Compliance, Legal, HR and other internal teams to evaluate the PM’s profile.
- Facilitate internal approvals required to onboard a new PM.
- Help manage firm-wide, strategic initiatives including new strategies, products, markets, and trading systems.
Qualifications/Skills Required
- Bachelor degree or Master in Business, Finance, Accounting or related fields
- 10+ years’ experience working at a financial services firm
- Strong knowledge of alternative investment strategies
- Strong knowledge of cross-asset derivatives and associated trading strategies
- Strong relationship building skills and experience
- Strong intrapersonal skills, including strong verbal and written communication
- Strong organizational skills, including the ability to manage complex projects
- Ability to manage multiple time-sensitive tasks simultaneously in a fast-pace environment
- Familiarity with of all aspects of the trade lifecycle including research, portfolio construction, execution, and post trade processing
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