About the role

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.

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.

Skills & Tags

ai ios data product design sales

Aplyr's read

MIO Partners is a specialized investment management firm attracting professionals in strategic advisory and cutting-edge engineering roles.
Synthesized from recent postings & public sources

What's promising

•MIO Partners offers a diverse range of roles from engineering to strategic investment.
•The firm emphasizes strategic investment solutions, appealing to professionals interested in high-level financial strategies.
•Recent hiring trends show a focus on advanced technology roles, indicating a commitment to innovation.

What to watch

•Limited public information about company culture and work-life balance.
•The niche focus may limit opportunities for those seeking broader investment management roles.
•Competitive industry may pose challenges in job security and growth.

Why MIO Partners

•MIO Partners combines investment management with advanced technology roles, offering a unique career path.
•The firm's focus on strategic advisory services sets it apart from traditional investment firms.
•MIO Partners' recent hires show a blend of finance and engineering expertise, rare in the industry.

Aplyr’s read is generated by AI from public sources. Was it useful?