Investment Advisory Analyst

Position & Primary Responsibilities

MIO’s Investment Advisory team is seeking an Investment Advisory Analyst 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

• 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
• 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
• Fluency in German