Finance & Banking Associate, Financial Analyst

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.

As a member of MIO’s investment team, the Associate role is ideal for those pursuing a long-term career in investment management with a focus on research and market analysis. The position offers the opportunity to develop deep content expertise, support portfolio strategy, and contribute to proprietary insights used across the firm. This is a long-term, early-career opportunity (3–5-year commitment preferred). It is not suited for candidates seeking short-term roles or those uninterested in data-driven analysis of financial markets.

The Associate will be responsible for supporting tasks related to creating new research and maintaining existing research. Their principal duties will include:

• Understanding the quantitative research topic agenda, quickly gaining familiarity, and starting to develop content-area expertise
• Working with a Portfolio Manager and/or Associate Portfolio Manager in setting the conceptual and technical approaches, finding, and selecting raw data inputs, and producing the research outputs (for example, an ongoing dashboard monitoring a relationship or a one-time white paper determining the nature of a relationship), and documenting the research methodology
• Ownership over existing body of research, thoroughly understanding the content, making substantial content improvements (i.e., insights, usability, visual quality), managing and improving the processes for keeping our research output updated (e.g., automating and systematizing the production of ongoing research). Wherever possible, integrate research so that insights from one research can be used to improve other research or combined to produce new insights.
• Actively assist in systematizing MIO’s quantitative research, including standardizing research production and developing/managing a portion of MIO’s quantitative research database (including metadata maintenance and streamlining), at times working closely with the Investment IT team. Optimizing macroeconomic and financial data sourcing across the organization.
• Potentially supporting Portfolio Managers and/or Associate Portfolio Managers in implementing and monitoring trades to provide perspective on and validation of…