Customer Service Specialist, English (Service)

MIO provides proprietary investment products to McKinsey's retirement plan and partners, offering independent, high-quality financial advice to McKinsey's partners. We manage a wide array of investment vehicles, including hedge funds and private equity, with a successful track record in alternative strategies. Our portfolio exceeds several billion dollars, exclusively serving McKinsey-related clients, and we measure success against market-based benchmarks.

MIO is a wholly owned subsidiary of McKinsey, operating independently from the consulting firm. As a globally recognized leader in asset management and strategic investment advisory, MIO Partners serves an international client base. Our Client Service Team is crucial in delivering exceptional service to our investors, who are current and former McKinsey Partners and their families. The team collaborates across locations including Madrid, Munich, London, Singapore, New York, and Atlanta, providing outstanding service and insights.

Our Madrid office is centrally located between Salesas and Salamanca, offering easy access to landmarks and transport. We seek a highly motivated Client Service Specialist (CSS) to support our global team in the Investor Relations sector. This client-focused role involves managing our global client base, operational support, administration of internal investment products, and project management tasks.

The role includes :

• Supporting the investment process and investor relations by administering hedge funds and private equity funds, acting as a primary contact for investors and external partners, ensuring compliance with regulatory standards, AML / KYC procedures, and maintaining client databases.
• Responding to investor inquiries regarding portfolio status, transactions, fund performance, and related data.
• Supporting operational management of investment processes for products outside the U.S. and internal projects, including asset allocation, cash management, transaction support with custodians and product issuers, reconciliation with finance and external partners, and preparing reports for internal and external audits.

Qualifications include :

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