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Careers
Investment Advisor/Analyst (Atlanta, GA)
Location
Atlanta, GA
Function
Advisory
Interested in this position?

Team

The principal objective of the MIO Investment Advisory team is to provide unbiased financial advice and build the Firm’s Partners’ long-term wealth by constructing appropriate investment portfolios. MIO’s role is to provide investment counseling and education and identify products for Partners as well as avoid expensive or inefficient external products.

Position & Primary Responsibilities

MIO’s Investment Advisory team is seeking an Advisor or Advisory Analyst to join our global group based in Atlanta, GA. This is a client-facing, advisory-focused opportunity, not a sales role. The incentive to excel is qualitative and values-based.

Investment Advisory
Support the Investment Advisory team in all investment counseling activities

  • Assist in preparing asset allocation balance sheets
  • Provide support in delivering investment advice to clients and respond to inquiries
  • Research various investment topics and products and assess suitability
  • Prepare investment materials for pension plans and client communication (memos, performance reports, website, newsletters, etc.)
  • Document and file investment counseling meetings and activities

Investment Implementation
Support the team in the implementation of portfolio recommendations for investors

  • Facilitate transactions in MIO products
  • Coordinate the implementation of MIO investment proposals with external providers as appropriate

Third-Party Service Providers (e.g. tax advisors, banks, asset managers, etc.)
Liaise with external service providers to assist with investor follow up and implementation of investment recommendations

  • Serve as a team resource by developing thorough knowledge of relevant processes and support contact for Partners with questions regarding these relationships

Desired Background

  • Undergraduate or master’s degree from a leading university, preferably in a quantitative, finance, or economics discipline
  • At least 1-2 years of relevant experience working for an investment consulting or wealth management firm is required to be considered for our Advisory Analyst opening; at least 3-5 years of similar experience is required to be considered for our Advisor opening
  • Demonstrable knowledge of investments, asset allocation, and interest in portfolio construction; expertise in areas such as financial planning, estate planning, insurance, investments, and/or tax an advantage
  • Designated or interest in acquiring CFA, CAIA, or CFP designation is a plus
  • Strong quantitative skills and experience performing in-depth financial modeling is desirable
  • Strong verbal and communication skills, as well as strong organizational and interpersonal skills
  • Ability to think/operate internationally, work in a fast-paced environment and think clearly under pressure, handle multiple tasks, meet deadlines, and be proactive with clients
  • Integrity and maturity in dealing with confidential financial matters are points of paramount significance as it is envisaged that the analyst will interact with clients from the outset
MIO is an equal opportunity employer. All applicants will be considered without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, or disability status.

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