Investment Advisory Analyst

About the role

MIO Partners Inc. (MIO) is a global investment and advisory institution with a strong track record of performance for its clients. The Advisory team provides advice, wealth planning, and retirement services to approximately 2500 individual clients, and manages over $20 billion in assets across public and private markets.

Responsibilities

• Provide investment advice to McKinsey Partners in the U.S.
• Prepare balance sheets
• Respond to client inquiries related to asset allocation and market dynamics
• Research investment products and assess suitability
• Research various investment topics
• Prepare materials for McKinsey pension plan investment board meetings
• Prepare client communication (memos, performance reports, website content, newsletters, etc.)
• Document investment counseling meetings and activities
• Facilitate transactions in MIO investment products
• Coordinate the implementation of MIO investment proposals with external providers as appropriate

Requirements

• Undergraduate or master’s degree from a leading university, preferably in a quantitative, finance, or economics discipline
• 1-2 years of relevant experience working for an investment consulting or wealth management firm
• Demonstrated knowledge of investments, asset allocation, and a strong interest in financial planning and portfolio construction
• Strong verbal and written communication, organizational and interpersonal skills
• Ability to work in a fast-paced environment and think clearly under pressure, handle multiple tasks, meet deadlines, and be proactive in engaging with clients
• Integrity and maturity in dealing with confidential financial matters. Direct client interaction is a fundamental aspect of the role
• CFA, CAIA, or CFP designation is a plus; interest in obtaining these qualifications is envisioned to grow in this role
• Completion of the Series 65 exam will be required in the intermediate term

Qualifications

Applicants must be authorized to work in the U.S. without the need for employer-sponsored work authorization, now or in the future.

Skills

None specifically listed in the job posting.

Benefits

Not specified in the job posting.

Pay

Not specified in the job posting.

Schedule

Not specified in the job posting.

Equal Opportunity Employer

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.