MIO Partners, Inc. · 8 hours ago
Investment Advisory Analyst
New York
Full-time
Onsite
Entry Level
$80K/yr - $80K/yr
1+ years expMIO Partners, Inc. provides proprietary investment products and independent financial advice to McKinsey’s partners. The Investment Advisory Analyst will offer unbiased financial advice, prepare investment materials, and support McKinsey Partners in constructing appropriate investment portfolios.
Asset ManagementConsultingFinancial ServicesRetirement
No H1B
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
Qualification
Required
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
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
Preferred
CFA, CAIA, or CFP designation is a plus; interest in obtaining these qualifications is envisioned to grow in this role
Benefits
Medical, dental and vision coverage
Telemedicine services
Life, accident and disability insurance
Parental leave and family planning benefits
Caregiving resources
A generous retirement program
Financial guidance
Paid time off
Company
MIO Partners, Inc.
MIO (and related entities) is an indirect, wholly-owned subsidiary of McKinsey & Company and was formed in the early 1980s to provide asset management services for McKinsey’s retirement plan.
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
unknown2017-08-01Undisclosed
Leadership Team
David Azad
Co-Chief Investment Officer, Head of Private Investments, and Partner
Company data provided by crunchbase