Senior Investment Research Manager at MIO Partners | New York, NY | Rezi

Senior Investment Research Manager at MIO Partners

Senior Investment Research Manager

MIO Partners · New York, NY

5 days ago

Senior Investment Research Manager

MIO Partners · New York, NY

5 days ago
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About the Role

MIO Partners Inc. (MIO) is a global investment and advisory institution managing over $20 billion in assets. We provide objective advice on long-term wealth building and create distinctive investment products. Our success is driven by intellectual curiosity, a commitment to excellence, and a culture of continual improvement, ethical standards, diversity, and collaboration.

Responsibilities

  • Support the CIO in managing a book of external hedge fund investments in the multi-strategy and multi-pod strategy area, adding alpha to MIO’s portfolios net of all assessed risks and capital charges.
  • Perform in-depth research to source new manager opportunities.
  • Prepare analyses and shortlists of potential managers and provide evidence-based hiring (or firing) recommendations.
  • Actively and comprehensively monitor managers, including regular discussions to understand their market insights, alignment with investors, and business objectives.
  • Maintain a detailed record of corresponding documentation for existing and prospective managers.
  • Help manage the relationship with new and existing managers and negotiate fund investment terms.
  • Operate within MIO’s proprietary investment frameworks and processes.
  • Further build out MIO’s manager assessment frameworks, improving the team’s forecasts of each manager’s alpha generation potential, grounding those forecasts in concrete evaluations of each manager’s investment capabilities.
  • Support the CIO with special projects, including developing and enhancing MIO’s frameworks for assessing external managers, synthesizing learnings from ongoing dialog with external hedge funds and MIO’s in-house research, and developing frameworks for forecasting long and short term expected returns for various hedge fund strategies.
  • Support the broader team by leading selected initiatives outside of designated strategy areas.

Requirements

  • 5-8 years of experience in investment management.
  • Highly proficient in Excel.
  • Distinctive problem-solving and analytical skills.
  • Superior written and verbal communication skills; able to interact on an equal footing with some of the world’s top hedge fund managers.
  • Willingness to become a specialist focused on mastering the nuances of a single investment strategy and interest in owning responsibility for investment decisions.
  • Decisiveness based on thorough research and the ability to speak with conviction about an investment (or divestment) idea.
  • Strong work ethic and drive necessary to out-think the competition.

Skills

  • Excel
  • Bloomberg
  • Python
  • PowerPoint

Location

  • New York City
  • Atlanta, Georgia
  • West Palm Beach, Florida
  • Germany
  • Hong Kong
  • Singapore
  • Spain
  • UK

Work Type

  • Full-time

Experience Level

  • 5-8 years

Education Level

  • A record of outstanding academic achievement

Salary/Compensations

  • $250,000—$250,000 USD

Benefits

  • Medical coverage
  • Dental coverage
  • Vision coverage
  • Telemedicine services
  • Life insurance
  • Accident insurance
  • Disability insurance
  • Parental leave
  • Family planning benefits
  • Caregiving resources
  • Generous retirement program
  • Financial guidance
  • Paid time off

About the Company

  • MIO Partners Inc. (MIO) is a global, world-class investment and advisory institution with a decades-long track record of performance for our clients through multiple market cycles.
  • Our team of approximately 250 people provides asset management and advisory services to current and former McKinsey employees.
  • We manage more than $20 billion in assets across public and private markets.
  • We provide objective advice on long-term wealth building and create distinctive investment products that deliver value relative to market-based benchmarks.
  • We operate two core lines of business: (i) our advisory team provides advice, wealth planning, and retirement services to approximately 2500 individual clients, and (ii) our investments business consists of alpha-seeking alternative investment strategies across public and private markets.
  • A defining characteristic of our business is our perfect alignment with our clients.
  • Our extraordinary mandate as a boutique investment and advisory firm, grounded in a core set of principles, enables us to create unique products and services while keeping our clients’ interests front and center.
  • Much of our success can be attributed to our insatiable intellectual curiosity.
  • We seek to hire individuals who are passionate about our mission and values, and who always strive toward excellence.
  • We care about fostering a culture of continual improvement, as individuals and as an organization, and are excited to work with individuals who have a similar growth mindset.
  • We are proud to have a culture that promotes the highest ethical standards and investor-focused values, alongside a commitment to diversity and inclusivity and a highly collaborative work environment.
  • MIO (and related entities) is an independent, indirect, and wholly owned subsidiary of McKinsey & Company.
  • MIO takes a team-based approach to everything we do.
  • Over decades, we have created distinctive investment frameworks, systems, and processes.
  • We seek a colleague who can use those institutional capabilities to create value for our investors, and assist us in continuously improving our capabilities.
  • A majority of MIO’s active assets under management are invested with external third-party managers (i.e., hedge funds and other alternative investment managers).
  • These third-party investments span a wide range of strategy areas, including equities, global macro, quantitative, multi-strategy, credit, commodities, and fixed income.
  • A minority of MIO’s active assets are deployed through MIO’s own in-house macro trading strategies, which are supported by MIO’s deep macroeconomic and cross-asset class market research.
  • Our asset class coverage spans global rates and government bonds, commodities, foreign exchange, and global equity and corporate credit indices.
  • In both activities, the portfolio management team is leveraged by MIO’s robust proprietary analytics platforms, in-house data, and experienced support team.

Equal Opportunity

  • 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.