Job Description
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 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.
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 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.
About MIO Partners
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. Over time, we have expanded to support after-tax investments by McKinsey’s current and former partners, primarily by making available funds already offered in the retirement plan. Our aim was to provide partners with convenient, time-saving investment options, including access to alternative investments.
MIO seeks to hire individuals who are passionate about our mission and values, who share our sense of responsibility for the best interests of our clients, and who always strive towards excellence. We care about fostering a culture of continuous improvement, as individuals and as an organization, and we are excited to work with individuals who have a similar growth mindset. Because our ability to perform our dual investment and client advisory mission depends upon the combined dedication, expertise, and effort of every team member working together, we welcome individuals who excel at working in a collaborative and mutually respectful environment.
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