Are you ready to shape the future of financial advising? MIO's Investment Advisory team is eagerly seeking an Investment Advisory Analyst to join our dynamic global group based in the heart of London, UK. If you're passionate about client interaction and thrive in an advisory-focused environment, this could be your perfect opportunity. Leave behind the sales pitch and step into a role that values excellence driven by values.
As an Investment Advisory Analyst, you will have the privilege to:
- Collaborate with the Investment Advisory team in delivering top-tier investment counseling.
- Play a vital role in preparing asset allocation balance sheets that guide strategic decisions.
- Provide crucial support in delivering investment advice to clients and responding promptly to inquiries.
- Explore and research various investment topics and products, assessing their suitability.
- Shape the investment landscape by creating compelling materials for pension plans and client communication.
- Document and organize investment counseling meetings and activities for effective tracking.
Your impact will extend to:
- Supporting the efficient implementation of portfolio recommendations for investors.
- Facilitating seamless transactions involving MIO products, ensuring a smooth process.
- Coordinating the implementation of MIO investment proposals with external partners as needed.
- Navigating interactions with third-party service providers like tax advisors, banks, and asset managers to enhance investor follow-up and investment execution.
We're looking for candidates with the following qualifications and attributes:
- An undergraduate or master's degree from a leading university, preferably in quantitative finance, economics, or a related field.
- 1-2 years of hands-on experience in investment consulting or wealth management.
- Compliance with RDR Level 4 standards is mandatory.
- A demonstrated grasp of investments, asset allocation, and a keen interest in financial planning and portfolio construction.
- A desire to pursue or already hold designations such as CFA, CAIA, or CFP.
- Strong quantitative skills with a track record of in-depth financial modeling.
- Exceptional verbal and written communication skills, paired with impressive organizational and interpersonal abilities.
- An adaptable mindset that thrives in a fast-paced, international environment, handling pressure with grace and efficiency.
- A commitment to integrity and a mature approach to confidential financial matters, as you'll be directly engaging with clients from day one.
Choose MIO and enjoy a range of benefits including:
- Competitive compensation and a robust benefits package.
- A vibrant and collaborative work environment that promotes growth.
- The chance to build a rewarding career based on values.
Don't let this career-defining opportunity slip away! Applications are flooding in, so act now to secure your place. The clock is ticking, and we're eagerly awaiting your application.