Client Service Specialist (Madrid)

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. 

 

Take your next career step - Join our team in Madrid!

MIO Partners is a globally recognized leader in asset management and strategic investment advisory services for an international client base. Our Client Service Team plays a pivotal role in delivering an exceptional experience to 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 contribute to cross-functional projects within MIO.

Our Madrid team is a diverse and dedicated group of professionals, bringing expertise across Client Service, Advisory, HR, IT, and Administrative Support. We collaborate closely with our colleagues in Munich, London, Singapore, New York, and Atlanta to provide outstanding service and insights to our clients.

Our centrally located Madrid office sits between the vibrant neighborhoods of Salesas and Salamanca, just steps away from key landmarks and excellent transport connections. Nearby green spaces offer the perfect setting for a relaxing lunch break or a refreshing walk during the day.

We are an open, collaborative, and motivated team that values teamwork, initiative, and diversity—and we look forward to meeting you!

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Position

We are looking for a highly motivated Client Service Specialist (CSS) to support our global team. This is a client-focused role in the Investor Relations sector, responsible for managing our global client base. Additionally, the position 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) is jointly responsible for the administration of the investment process for our hedge funds and private equity funds and acts as a direct 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 communication 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 regarding 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 of investment processes for our products ("feeders") outside the U.S. and internal project management tasks, including:

• Assisting with asset allocation and cash management for a securitization vehicle in Luxembourg and several insurance vehicles
• Supporting the transaction and order process with custodian banks and product issuers
• Assisting in the NAV calculation of our products
• Working with MIO Finance and external partners on transaction and balance reconciliations
• Collaborating with the IT team to further develop our internal applications
• Preparing analyses (in Excel) and reports (in PowerPoint) for internal reporting and external audits

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Requirements

• 3-5 years of professional experience in customer service or investor relations within the banking sector or a similar client-focused industry
• Strong project management skills
• Bachelor’s degree or equivalent training in finance, banking, or accounting
• Excellent computer skills, particularly Microsoft Excel
• Basic understanding and strong interest in numbers, investments, and financial markets
• Intellectual curiosity and passion for finance, with a keen interest in direct client interactions
• Fluent in German and English (additional languages are an advantage)

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What You Bring to the Role

• You have a strong service-oriented mindset, attention to detail, and excellent organizational skills
• You demonstrate critical thinking, problem-solving, and effective communication skills
• You work with integrity and discretion
• You are a team player who prioritizes the interests of the company and clients, and you are comfortable 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.  

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