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Financial Analyst

New York

MIO Partners, Inc. (MIO) provides proprietary investment products to McKinsey’s retirement plan and partners and offers independent, high-quality financial advice to McKinsey’s partners. We manage a wide array of investment vehicles with significant expertise and a long and successful track record in alternative strategies, including hedge funds and private equity. We have a multibillion-dollar portfolio of assets under management, and we manage assets for and advise only McKinsey-related clients; we do not accept outside or third-party investments.  

MIO is a values-based organization that is strongly aligned with our investors’ interests. MIO measures success as performance relative to a market-based benchmark.  

MIO, a 250+ person registered investment adviser, provides ample opportunities for somebody with an entrepreneurial drive to shine. We strive to meet the highest professional standards and build an organization that attracts, develops, and retains exceptional people. MIO is a wholly owned subsidiary of McKinsey, but our activities are kept entirely separate from those of the consulting Firm. 

 

Position

MIO’s Finance team is seeking a Financial Analyst to support the Corporate Accounting team and the Director of Strategic Initiatives in the areas of compensation, budgeting, forecasting, and financial reporting. The new hire is expected to report to our offices in Midtown, New York, 2 days/week.

Primary responsibilities 

  • Assist in preparing the annual budgets and quarterly forecasts for MIO’s corporate entities in the US and overseas and the analysis of these financials
  • Generate necessary reports from MIO’s internal timesheet tracking tool to drive the cost allocation methodology for budgets/forecasts
  • Help manage the IT cost forecasting model and coordinate with IT team leaders to capture key inputs for this model
  • Assist in managing the compensation benchmark data sets
  • Assist in the building of the annual compensation model for compensation budgeting/forecasting purposes and prepare compensation analyses
  • Prepare monthly headcount reports for senior management
  • Assist in producing reporting and presentations for senior leadership and MIO’s Board of Directors
  • Provide analysis in support of ad hoc projects

Desired background

  • Undergraduate degree in finance or accounting from an accredited university
  • 2+ years of experience in financial planning and analysis, budgeting and forecasting or finance analytics at a financial services firm preferred
  • Highly proficient in Microsoft Office Suite, particularly Excel and PowerPoint
  • Highly organized and detail-oriented with an ability to prioritize work independently
  • Strong communication skills, both written and verbal
  • Collaborative team player
  • Mature individual able to manage highly confidential data

 

Certain US states require MIO Partners, Inc. to include a reasonable estimate of the salary range for this role. Actual salaries may vary and may be above or below the range based on various factors, including, but not limited to an individual’s assigned office location, experience, and expertise. Certain roles are also eligible for bonuses, subject to MIO’s discretion and based on factors such as individual and/or organizational performance. Additionally, MIO offers a comprehensive benefits package, including medical, dental and vision coverage, telemedicine services, life, accident and disability insurance, parental leave and family planning benefits, caregiving resources, a generous retirement program, financial guidance, and paid time off.

Base salary range

$95,000 - $95,000 USD

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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