Investment Advisory Analyst

MIO Partners•Atlanta, GA

2d•Onsite

About The Position

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. 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. 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.

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. These attributes are paramount, as direct client interaction is a fundamental aspect of the role
Applicants must be authorized to work in the U.S. without the need for employer-sponsored work authorization, now or in the future.

Nice To Haves

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

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