The successful candidate will combine deep buy-side fundamental equity-research experience with strong technical knowledge of modern AI systems. They will bring practical judgment about where AI can materially improve research quality, speed, breadth, and decision-making,and where investment judgment and conventional analytical approaches should remain central.

Core Responsibilities:

• Translate fundamental equity-research needs into clearly defined AI use cases, measurable objectives, and practical technical solutions.
• Partner with portfolio managers and analysts to improve workflows across company research, industry analysis, earnings preparation, document analysis, knowledge retrieval, data extraction, monitoring, and idea generation.
• Evaluate and help implement AI-enabled research workflows, including large-language-model applications, retrieval-augmented generation, agentic workflows, document intelligence, structured-data extraction, and internal knowledge systems.
• Assess AI models, vendors, platforms, and tools for relevance to fundamental equity investing, considering accuracy, robustness, security, usability, scalability, latency, and cost.
• Develop rigorous frameworks to evaluate AI outputs, including benchmarking, source attribution, factual accuracy, hallucination risk, workflow reliability, user adoption, and investment-process impact.
• Work closely with engineers, data teams, and technology stakeholders to translate investment requirements into deployable tools, APIs, data pipelines, and monitored applications.
• Establish practical standards for responsible AI use in investment research, including confidentiality, data governance, model-risk controls, appropriate human oversight, and documentation.
• Identify opportunities to improve the efficiency and consistency of research processes while preserving the quality of investment judgment and differentiated fundamental insight.
• Track relevant developments in AI, machine learning, data infrastructure, and investment technology, and translate the most relevant advances into durable capabilities for the Equity Management Team.

Qualifications / Skills Required:

• Minimum 5 years of buy-side experience as a fundamental equity analyst.
• Strong understanding of the end-to-end fundamental equity investment process.
• Deep practical knowledge of modern AI implementation and its applications in fundamental equity investing.
• Strong understanding of large language models, prompting, retrieval-augmented generation, embeddings, vector search, AI agents, document processing, structured-data extraction, and model evaluation.
• Ability to assess AI systems critically.
• Experience translating business or investment workflows into technical requirements and collaborating effectively with engineers, data scientists, and technology teams.
• Strong analytical judgment.
• Excellent written and verbal communication skills.
• Professional fluency in English and Mandarin.

Preferred Qualifications:

• Experience implementing AI, data, or technology products in a hedge fund or a similarly research-intensive environment.
• Hands-on proficiency with Python, SQL, APIs, data platforms, or AI-development frameworks.
• Experience evaluating and deploying LLM-enabled applications, retrieval systems, research copilots, agentic workflows, and enterprise knowledge-management tools.
• Experience working with structured and unstructured financial data.
• Familiarity with data pipelines, cloud infrastructure, model monitoring, user-feedback loops, and production-quality application delivery.
• Experience establishing AI evaluation, testing, governance, or model-risk frameworks.

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You will build trusted relationships with investment professionals by developing a deep understanding of their investment processes, research workflows, priorities, and challenges. You will serve as a responsive, practical partner to investment teams, helping resolve day-to-day workflow issues and improve how teams operate.

Key responsibilities include:

• Investigating, prioritizing, and driving requests through resolution in coordination with relevant internal platform teams
• Providing hands-on guidance on internal research, data, and technology tools, troubleshooting workflow issues, and strengthening adoption of existing capabilities
• Translating investment needs into practical AI use cases and partnering with the firm’s AI experts to design, prototype, test, and implement solutions
• Identifying opportunities to improve investment workflows and delivering solutions that help teams derive greater value from internal tools and platform resources

To be successful in this role, you will need:

• Approximately 7–10 years of relevant financial-services experience, including substantial experience in equity investing
• Deep understanding of fundamental equity research, including company analysis, financial modeling, investment thesis development, and ongoing monitoring
• Strong familiarity with Japanese equities and the working practices of investment professionals
• Hands-on experience building and integrating AI solutions into research or related investment workflows beyond using off-the-shelf tools
• Ability to explain AI implementation choices, limitations, and results clearly and practically
• Strong execution, communication, and collaboration skills, with a service-oriented mindset and the ability to manage competing priorities
• Native-level Japanese and fluent business English, with the ability to discuss investment research and communicate complex requirements effectively in both languages

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The Corporate Access & Research Coordinator will serve as a key operational and administrative partner to the growing investment team, owning the team's corporate access program while providing high-touch support across scheduling, travel, expense management, and team logistics.

This is a senior, high-trust role for an experienced professional who can manage complex executive workflows, represent the brand externally with corporates and brokers, and bring structure and efficiency to a fast-moving investment team.

Key Responsibilities

Corporate Access & Corporate Relations

• Own the firm's end-to-end corporate access program , including bespoke origination, conference coordination, NDRs, field trips, and IR engagement.
• Track quiet periods, earnings dates, and key catalysts across the coverage universe; schedule recurring IR calls (pre-QP and post-earnings).
• Build and maintain strong relationships with IR teams, management contacts, and sell-side counterparts; advocate for the firm's access and prioritization.
• Manage conference planning, prioritization, allocations, scheduling logistics, and post-event tracking, including team feedback on meeting quality.
• Identify supplemental access opportunities (NDRs, small-group meetings, bespoke engagements) and proactively surface them to PMs and analysts.
• Ensure all interactions are documented in line with compliance requirements.

Broker Relations & Analytics

• Support broker vote meetings, including preparation, analysis, and coordination.
• Maintain reporting on corporate access activity, broker performance, and meeting quality.
• Assist with budgeting and broker agreement discussions, helping articulate the firm's approach to valuing and paying for corporate access.

Administrative & Executive Support

• Provide high-level administrative support to investment professionals, including:
• Complex calendar management and meeting coordination
• End-to-end travel planning and booking (domestic and international)
• Expense management, reporting, and reconciliation
• Liaising with internal teams (e.g., Building Reception, Travel, IT) to ensure seamless logistics
• Act as the central point of contact for the team's administrative needs and external requests.
• Maintain organized records, contacts, and recurring workflows to keep the team running efficiently.

Branding & Representation

• Represent the firm professionally with external stakeholders, including corporates, IR contacts, and brokers.
• Help develop and execute a branding strategy that elevates the firm's presence with the Street and corporate community.

What Success Looks Like

• A successful hire would:
• Run a best-in-class corporate access program with minimal oversight.
• Be a trusted, polished representative of the investment team externally.
• Anticipate the needs of investment professionals and proactively manage logistics, travel, and scheduling.
• Bring structure, judgment, and discretion to a fast-paced, high-volume environment.
• Build credibility quickly with PMs, analysts, brokers, and IR contacts.

Qualifications

• 10+ years of relevant experience in corporate access, executive support, or a hybrid role on the buy-side or sell-side.
• Strong background in executive administration, including travel and expense management.
• Buy-side corporate access experience preferred; sell-side or buy-side corporate access background required.
• NYC-based or willing to work from the NYC office.
• Strong verbal and written communicator with maturity, presence, and discretion.
• Highly organized, detail-oriented, and able to manage multiple workstreams simultaneously.
• Comfortable working with senior internal and external stakeholders, including negotiating on the firm's behalf.
• Social, relationship-oriented, and able to build trust quickly.
• Strong academic credentials.

Millennium pays a total compensation package which includes a base salary, discretionary performance bonus, and a comprehensive benefits package. The estimated base salary range for this position is $70,000 to $160,000, which is specific to New York and may change in the future. When finalizing an offer, we take into consideration an individual's experience level and the qualifications they bring to the role to formulate a competitive total compensation package.

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We are seeking a highly skilled professional to join our team as a Corporate Access representative. As a key member of our team, you will be responsible for developing and executing our corporate access strategy, building relationships with investors and brokers, and advocating on our behalf.

Key Areas of Responsibility:

• Corporate access planning and logistics
• Broker relations
• Corporate relations
• Analytics and budgeting
• Develop and execute on branding strategy for Passaic Capital to brokers and corporates

A successful hire would be able to:

• Represent our brand with important external relationships
• Meet with an investor relations person and sell them on bringing management to our offices (or even a regular post-EPS update call)
• Effectively advocate on our behalf with brokers
• Credibly work with our PMs and analysts
• Help us design and implement an approach to planning and prioritizing corporate access
• Explain our approach to valuing and paying for corporate access to brokers, and effectively negotiate (at least some) broker agreements

Qualifications:

• Buyside corporate access experience preferred. Sell side or buy side a must
• Good academic credentials
• 4+ years post college but open to much longer too
• NY based or willing to move to NYC or work from the NYC office
• Strong communicator, both verbal and written
• Experience with branding and marketing, a plus
• Maturity and presence
• Ability to work with external parties and able to negotiate for our interests/needs
• Social and relationship oriented

Estimated Base Salary Range: $150,000 to $200,000, which is specific to New York and may change in the future.

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