Investment Advisory Analyst London

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MIO’s Investment Advisory team is seeking an Investment Advisory Analyst to join our global group based in London, UK. 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
  • Liaise with external service providers to assist with investor follow up and investment implementation

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
  • RDR Level 4 compliant (required)
  • Demonstrated knowledge of investments, asset allocation and a strong interest in financial planning and portfolio construction
  • 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.

DEADLINE 3rd April 2024