Investment Advisory Analyst (Madrid)

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Team

The principal objective of the MIO Investment Advisory team is to provide unbiased financial advice and build our clients' long-term wealth by constructing appropriate investment portfolios. MIO's role is to provide investment counseling and education and identify products for Partners as well as avoid expensive or inefficient external products.

Position & primary responsibilities

MIO's Investment Advisory team is seeking an Investment Advisory Analyst to join our global group based in Madrid, Spain. 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 a 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
• C2 English language proficiency is required; strong preference for C2-level Italian and/or French speakers
• 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 Partners, Inc. (MIO) is an equal opportunity employer. MIO will consider all applicants regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, or disability status.

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