Investment Advisor

vor 5 Monaten

Munich, Deutschland MIO Partners Vollzeit

**Position & Primary Responsibilities**

MIO’s Investment Advisory team is seeking an Investment Advisor to join our global group based in Munich, DE. 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
- Provide investment advice to McKinsey Partners
- Prepare asset allocation balance sheets
- Respond to client inquiries related to asset allocation and market dynamics
- 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

**Desired Background**
- Undergraduate or master’s degree from a leading university, preferably in a quantitative, finance, or economics discipline
- At least 3-5 years of relevant experience working for an investment consulting or wealth management firm
- 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
- Strong verbal and written communication, 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. 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
- Strong quantitative skills and experience performing in-depth financial modeling is desirable

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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