Investment Advisory Analyst

Miopartners; Atlanta (GA); On-site; USD 70,000 - 90,000; Full time

Job summary

Miopartners in Atlanta is seeking an Investment Advisory Analyst to provide comprehensive investment advice to clients. This role is centered on delivering high-quality support rather than sales, evaluating advisors based on the caliber of advice given.

The ideal candidate will possess a finance-related degree and have 1-2 years of relevant experience in investment consulting. Strong communication and organizational skills are essential. The position is for those authorized to work in the U.S. without employer sponsorship.

Qualifications

• 1-2 years of relevant experience in investment consulting or wealth management.
• Interest in financial planning and portfolio construction.
• Completion of the Series 65 exam required in the intermediate term.

Responsibilities

• Provide investment advice to clients.
• Prepare balance sheets and reports.
• Document investment counseling meetings.

Skills

Investment knowledge

Asset allocation

Communication skills

Organizational skills

Interpersonal skills

Education

Undergraduate or master’s degree in quantitative, finance, or economics

Job description

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.

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