About this role
Investment Advisory Analyst at MIO Partners. Location: Atlanta or New York City or West Palm Beach or Germany or Hong Kong or Singapore or Spain or United Kingdom. Role: providing advice, researching investments, preparing materials Requirements: Undergraduate or master's degree (quantitative/finance/economics preferred), 1-2 years investment/wealth management experience, knowledge of investments and asset allocation, strong communication, Series 65 required in intermediate term, CFA/CAIA/CFP a plus, U.S. work authorization required. Category: Finance and Accounting Seniority: Entry Level Certifications: cfa, caia, cfp, series 65 Commitment: Full Time Workplace: Onsite Languages: English