What are the responsibilities and job description for the Investment Advisory Analyst position at miopartners?
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.
Team
The principal objective of the MIO Advisory Team is to offer unbiased financial advice to McKinsey Partners and build their long-term wealth by constructing appropriate investment portfolios. MIO’s role is to provide our clients with investment counseling and identify appropriate investment products.
Position & primary responsibilities
MIO’s Advisory team is seeking an Investment Advisory Analyst to join our global client-facing group based in Atlanta. This is not a sales role. Advisors are evaluated based on the quality of advice they provide to their clients and the support they give to internal team members. Specific job functions are as follows:
- 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
Desired background
- 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. These attributes are paramount, as 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
Applicants must be authorized to work in the U.S. without the need for employer-sponsored work authorization, now or in the future.
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.
We are committed to protecting your privacy. Please review our Applicant Privacy Policy for a detailed explanation of how we collect, use, and protect your personal information.