Back to jobs

Client Service Specialist (Munich)

Munich, Germany

MIO Partners, Inc. (MIO) provides proprietary investment products to McKinsey’s retirement plan and partners and offers independent, high-quality financial advice to McKinsey’s partners. We manage a wide array of investment vehicles with significant expertise and a long and successful track record in alternative strategies, including hedge funds and private equity. We have a multibillion-dollar portfolio of assets under management, and we manage assets for and advise only McKinsey-related clients; we do not accept outside or third-party investments.  

MIO is a values-based organization that is strongly aligned with our investors’ interests. MIO measures success as performance relative to a market-based benchmark.  

MIO, a 250+ person registered investment adviser, provides ample opportunities for somebody with an entrepreneurial drive to shine. We strive to meet the highest professional standards and build an organization that attracts, develops, and retains exceptional people. MIO is a wholly owned subsidiary of McKinsey, but our activities are kept entirely separate from those of the consulting Firm. 

 

Join our growing team in Munich!

MIO Partners is a global leader in asset management and strategic investment advisory for an international clientele. Our Client Service Team plays a central role: we ensure an outstanding client experience for our investors – an exclusive group of current and former McKinsey partners and their immediate family members. In this role, you will work closely with our international Client Service and Advisory teams across various locations and be involved in interdisciplinary projects within MIO.

Our Munich team is a diverse and dedicated group of ten colleagues. We bring together expertise from client service, advisory, compliance, finance, and administrative support, and work closely with our international teams in Madrid, London, Singapore, New York, and Atlanta.

Our office is centrally located in Munich, just steps away from Odeonsplatz. The nearby English Garden – only a five-minute walk – offers the perfect spot for a relaxing lunch break or a refreshing walk.

We are an open, collegial, and motivated team that values collaboration, initiative, and diversity – and we look forward to meeting you!

Position

We are looking for a highly motivated Client Service Specialist (CSS) to join our team in Munich and support our global operations. This is a client-facing role within Investor Relations, serving our global client base. In addition, the role includes operational support and administration of our internal investment products as well as tasks in project management.

Key Responsibilities

Supporting the Investment Process and General Investor Relations

The Client Service Specialist (m/f/d) shares responsibility for administering the investment process of our hedge funds and private equity funds and serves as a direct point of contact for our investors and external partners. Responsibilities include:

  • Reviewing subscription documentation and assisting with the completion of required forms

  • Collaborating with the Advisory team and MIO Compliance to ensure regulatory requirements and AML/KYC standards are met

  • Coordinating between clients, administrators, and MIO Compliance, as well as maintaining the internal client database

  • Working with MIO Finance and external partners to efficiently process client transactions

  • Responding to investor inquiries about portfolio status, transactions, fund performance, and other investment-related data

Operational Investment & Project Management

The Client Service Specialist (m/f/d) supports the team in the operational management and investment process of our products (“feeders”) outside the U.S., as well as in internal project management. This includes:

  • Assisting with asset allocation and cash management for a securitization vehicle in Luxembourg and several insurance vehicles

  • Supporting the transaction and order process with custodians and product issuers

  • Assisting in the NAV calculation of our products

  • Working with MIO Finance and external partners on transaction and balance reconciliation

  • Collaborating with the IT team on enhancing our internal applications

  • Preparing analyses (in Excel) and reports (in PowerPoint) for internal reporting and external audits

Requirements

  • At least 3–5 years of professional experience in client service or investor relations within banking or a similar client-facing field

  • Strong project management skills

  • Bachelor's degree or vocational training in finance, banking, or accounting

  • Advanced computer skills, especially Microsoft Excel, are essential for this role

  • Basic understanding and strong interest in numbers, investments, and financial markets

  • Intellectual curiosity and enthusiasm for finance, combined with a passion for client interaction

  • Fluent in German and English (spoken and written); additional languages are a plus

You Bring

  • A strong service orientation, attention to detail, and excellent organizational skills

  • Strong critical thinking, problem-solving, and communication abilities

  • Integrity and discretion in all work

  • A team-oriented mindset, prioritizing the interests of clients and the company, and comfort with multitasking

 

 

MIO Partners, Inc. (MIO) is an equal opportunity employer. MIO will consider all applicants regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, or disability status.  

We are committed to protecting your privacy. Please review our Applicant Privacy Policy for a detailed explanation of how we collect, use, and protect your personal information.

Apply for this job

*

indicates a required field

Resume/CV*

Accepted file types: pdf, doc, docx, txt, rtf

Cover Letter

Accepted file types: pdf, doc, docx, txt, rtf

Education

Select...
Select...
Select...
Select...

If not applicable, enter N/A

Select...

Voluntary Self-Identification

For government reporting purposes, we ask candidates to respond to the below self-identification survey. Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiring process or thereafter. Any information that you do provide will be recorded and maintained in a confidential file.

As set forth in MIO Partners’s Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law.

Select...
Select...
Race & Ethnicity Definitions

If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection. As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measure the effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categories is as follows:

A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.

A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.

An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.

An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.

Select...

Voluntary Self-Identification of Disability

Form CC-305
Page 1 of 1
OMB Control Number 1250-0005
Expires 04/30/2026

Why are you being asked to complete this form?

We are a federal contractor or subcontractor. The law requires us to provide equal employment opportunity to qualified people with disabilities. We have a goal of having at least 7% of our workers as people with disabilities. The law says we must measure our progress towards this goal. To do this, we must ask applicants and employees if they have a disability or have ever had one. People can become disabled, so we need to ask this question at least every five years.

Completing this form is voluntary, and we hope that you will choose to do so. Your answer is confidential. No one who makes hiring decisions will see it. Your decision to complete the form and your answer will not harm you in any way. If you want to learn more about the law or this form, visit the U.S. Department of Labor’s Office of Federal Contract Compliance Programs (OFCCP) website at www.dol.gov/ofccp.

How do you know if you have a disability?

A disability is a condition that substantially limits one or more of your “major life activities.” If you have or have ever had such a condition, you are a person with a disability. Disabilities include, but are not limited to:

  • Alcohol or other substance use disorder (not currently using drugs illegally)
  • Autoimmune disorder, for example, lupus, fibromyalgia, rheumatoid arthritis, HIV/AIDS
  • Blind or low vision
  • Cancer (past or present)
  • Cardiovascular or heart disease
  • Celiac disease
  • Cerebral palsy
  • Deaf or serious difficulty hearing
  • Diabetes
  • Disfigurement, for example, disfigurement caused by burns, wounds, accidents, or congenital disorders
  • Epilepsy or other seizure disorder
  • Gastrointestinal disorders, for example, Crohn's Disease, irritable bowel syndrome
  • Intellectual or developmental disability
  • Mental health conditions, for example, depression, bipolar disorder, anxiety disorder, schizophrenia, PTSD
  • Missing limbs or partially missing limbs
  • Mobility impairment, benefiting from the use of a wheelchair, scooter, walker, leg brace(s) and/or other supports
  • Nervous system condition, for example, migraine headaches, Parkinson’s disease, multiple sclerosis (MS)
  • Neurodivergence, for example, attention-deficit/hyperactivity disorder (ADHD), autism spectrum disorder, dyslexia, dyspraxia, other learning disabilities
  • Partial or complete paralysis (any cause)
  • Pulmonary or respiratory conditions, for example, tuberculosis, asthma, emphysema
  • Short stature (dwarfism)
  • Traumatic brain injury
Select...

PUBLIC BURDEN STATEMENT: According to the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless such collection displays a valid OMB control number. This survey should take about 5 minutes to complete.