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.

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.

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

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 dat