Associate

MIO Partners Inc. (MIO) is a global, world-class investment and advisory institution with a decades-long track record of performance for our clients through multiple market cycles. Our team of approximately 250 people provides asset management and advisory services to current and former McKinsey employees. We manage more than $20 billion in assets across public and private markets. We are headquartered in New York City, with offices in Atlanta, Georgia; West Palm Beach, Florida; Germany; Hong Kong; Singapore; Spain; and the UK.

We provide objective advice on long-term wealth building and create distinctive investment products that deliver value relative to market-based benchmarks. We operate two core lines of business: (i) our advisory team provides advice, wealth planning, and retirement services to approximately 2500 individual clients, and (ii) our investments business consists of alpha-seeking alternative investment strategies across public and private markets. A defining characteristic of our business is our perfect alignment with our clients. Our extraordinary mandate as a boutique investment and advisory firm, grounded in a core set of principles, enables us to create unique products and services while keeping our clients’ interests front and center.

Much of our success can be attributed to our insatiable intellectual curiosity. We seek to hire individuals who are passionate about our mission and values, and who always strive toward excellence. We care about fostering a culture of continual improvement, as individuals and as an organization, and are excited to work with individuals who have a similar growth mindset. We are proud to have a culture that promotes the highest ethical standards and investor-focused values, alongside a commitment to diversity and inclusivity and a highly collaborative work environment.

MIO (and related entities) is an independent, indirect, and wholly owned subsidiary of McKinsey & Company.

About the role

As a member of MIO’s investment team, the Associate role is ideal for those pursuing a long-term career in investment management with a focus on research and market analysis. The position offers the opportunity to develop deep content expertise, support portfolio strategy, and contribute to proprietary insights used across the firm. This is a long-term, early-career opportunity (3–5-year commitment preferred). It is not suited for candidates seeking short-term roles or those uninterested in data-driven analysis of financial markets.

Responsibilities

• Understand the quantitative research topic agenda, quickly gain familiarity, and start to develop content-area expertise.
• Work with a Portfolio Manager and/or Associate Portfolio Manager in setting the conceptual and technical approaches, finding and selecting raw data inputs, and producing the research outputs (e.g., an ongoing dashboard monitoring a relationship or a one-time white paper determining the nature of a relationship), and document the research methodology.
• Own the existing body of research, thoroughly understand the content, make substantial content improvements (e.g., insights, usability, visual quality), and manage and improve the processes for keeping research output updated (e.g., automating and systematizing the production of ongoing research). Integrate research so insights from one study can improve others or be combined to produce new insights.
• Actively assist in systematizing MIO’s quantitative research, including standardizing research production and developing/managing a portion of MIO’s quantitative research database (including metadata maintenance and streamlining), often working closely with the Investment IT team. Optimize macroeconomic and financial data sourcing across the organization.
• Potentially support Portfolio Managers and/or Associate Portfolio Managers in implementing and monitoring trades to provide perspective on and validation of their strategies and hypotheses.

Requirements

• Strong analytical thinking abilities and tangible skills, such as programming and data analytics.
• Desire to produce high-quality output, openness to new ideas, and affinity for a values-oriented (rather than profit-driven) environment, where the best interests of investors are prioritized.
• Comfort manipulating large datasets and drawing intuitive conclusions from them.
• Ability to present findings graphically and intuitively to a non-technical audience.
• Strong communication skills, with a focus on drawing practical conclusions over theoretical rigor.
• Prior knowledge and experience with financial markets and/or macroeconomic concepts, terminology, and data is helpful for quickly learning existing research and being immediately productive.

Qualifications

• 0–2.5 years of professional work experience strongly preferred, not required.
• Undergraduate degree with a record of outstanding academic achievement (required).
• Coursework in financial engineering, business, and economics is highly desirable (and may be required for certain roles).
• Comfortable and proficient with a programming language (e.g., Python, C++); highly proficient in Excel and VBA; proficiency in MATLAB, R, and/or Tableau (or other data visualization packages) is helpful but not required.
• Working knowledge of Bloomberg; familiarity with other industry-standard macroeconomic and financial market data sources (e.g., IHS Global Insights, Markit, Haver, Thomson Reuters DataStream, S&P Capital IQ, Moody’s Economy.com).

Skills

• Attention to detail; strong dedication to producing error-free work.
• Naturally curious problem-solver (e.g., issue identification, structuring).
• Strong mathematical, analytical, and quantitative skills.
• Excellent communication skills: ability to communicate complex concepts in simple terms and link quantitative insight with business logic and intuition.
• Team player who places the best interests of the firm above personal objectives.
• Integrity; strong personal values; work ethic; maturity.
• Desire to work in a values-oriented environment rather than a profit-driven one.

Pay

Base salary range: $130,000—$130,000 USD. Certain roles are also eligible for bonuses, subject to MIO’s discretion and based on factors such as individual and/or organizational performance.

Benefits

• Comprehensive benefits package, including medical, dental, and vision coverage.
• Telemedicine services.
• Life, accident, and disability insurance.
• Parental leave and family planning benefits.
• Caregiving resources.
• Generous retirement program.
• Financial guidance.
• Paid time off.