{"source":"Breaknorm","page":"https://breaknorm.co/company/miopartners.com","license":"https://breaknorm.co/terms","domain":"miopartners.com","name":"MIO Partners","legal_name":"MIO Partners","country":"GB","country_second":"US","city":"","admin1":"","vertical":"business_finance_services","subvertical":"wealth_management_investment","leaf":"other_wealth_management_investment","summary":"MIO Partners is a global investment and advisory institution that provides wealth advisory and investment management for McKinsey Active and Alumni Partners and McKinsey pension plans. It manages approximately $20 billion of assets across public and private markets, offering stand-alone alpha-driven investment funds, separately managed accounts, and a digital balance sheet tool. Its investment approach includes macro trading strategies in sovereign debt, commodities, foreign exchange, equity indices, and credit indices.","offerings":["wealth advisory services","investment management services","digital balance sheet tool","stand-alone alpha-driven investment funds","separately managed accounts"],"target_customers":["McKinsey Active and Alumni Partners","McKinsey pension plans","corporate employees and partners","pension plan administrators"],"business_model":["B2B","B2C"],"geo_scope":"international","headcount":"201-500","headcount_source":"linkedin","revenue":"50M-250M","revenue_source":"estimated","certifications":[],"langs":["en"],"linkedin":"https://www.linkedin.com/company/mio-partners-inc-","reviews":[],"contact_points":1,"contact_phones":0,"page_types":["home"],"crawled":"2026-10-29","profiled":"2026-10-31","indexed":"2026-11-01","hiring_built":"2026-11-02","website_tech":[],"hiring":{"open":3,"open_postings":3,"new_7d":0,"new_30d":1,"new_90d":6,"closed_30d":5,"countries":[]},"hiring_functions":[["finance_and_accounting",3,0],["legal_compliance_and_risk",0,0]],"tech_jobs":[{"slug":"emoney","status":"active","confidence":"high","jobs":2,"first_seen":"2026-08-27","function":"","quote":"• Enter and maintain data in eMoney and/or Vanilla, including assets, liabilities, estate structures, cash-flow assumptions, beneficiaries, insurance, and planning goals.","title":"Wealth Planning Associate"},{"slug":"python","status":"active","confidence":"medium","jobs":3,"first_seen":"2026-08-21","function":"finance_and_accounting","quote":"• Highly proficient in Excel; other tools may include Bloomberg, Python, and PowerPoint","title":"Associate Portfolio Manager (Long/Short Equity)"},{"slug":"cursor","status":"active","confidence":"medium","jobs":2,"first_seen":"2026-09-10","function":"finance_and_accounting","quote":"• Proficiency with AI tools, including Cursor, ChatGPT, Claude, and agentic workflows; proficiency in Excel and PowerPoint also required","title":"Associate Portfolio Manager (Quant)"},{"slug":"microsoft-excel","status":"active","confidence":"medium","jobs":6,"first_seen":"2025-12-04","function":"finance_and_accounting","quote":"• Highly proficient in Excel; other tools may include Bloomberg, Python, and PowerPoint","title":"Associate Portfolio Manager (Long/Short Equity)"},{"slug":"microsoft-powerpoint","status":"active","confidence":"medium","jobs":5,"first_seen":"2025-12-04","function":"finance_and_accounting","quote":"• Technical proficiency in Excel and PowerPoint; knowledge of a programming language a plus","title":"Execution Trader"},{"slug":"bloomberg-terminal","status":"active","confidence":"medium","jobs":3,"first_seen":"2025-12-04","function":"finance_and_accounting","quote":"• Highly proficient in Excel; 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knowledge of other industry-standard macroeconomic and financial market data sources (e.g., IHS Global Insights, Markit, Haver, Thomson Reuters DataStream, S&P Capital IQ, Moody’s Economy.com)","title":"Associate"},{"slug":"google-datastream","status":"active","confidence":"low","jobs":1,"first_seen":"2026-08-21","function":"","quote":"• Working knowledge of Bloomberg; knowledge of other industry-standard macroeconomic and financial market data sources (e.g., IHS Global Insights, Markit, Haver, Thomson Reuters DataStream, S&P Capital IQ, Moody’s Economy.com)","title":"Associate"}],"intents":[],"recent_postings":[{"id":222593,"title":"Associate Portfolio Manager (Long/Short Equity)","city":"","function":"finance_and_accounting","family":"finance_and_accounting/investment_and_capital_markets","seniority":"mid","posted":"2026-09-10","url":"https://job-boards.greenhouse.io/miopartners/jobs/5421380008","tech":["microsoft-excel"]},{"id":222594,"title":"Associate Portfolio Manager (Quant)","city":"","function":"finance_and_accounting","family":"finance_and_accounting/investment_and_capital_markets","seniority":"mid","posted":"2026-09-10","url":"https://job-boards.greenhouse.io/miopartners/jobs/5421341008","tech":["cursor","chatgpt","claude","microsoft-excel","microsoft-powerpoint"]},{"id":222596,"title":"Execution Trader","city":"","function":"finance_and_accounting","family":"finance_and_accounting/investment_and_capital_markets","seniority":"mid","posted":"2025-12-04","url":"https://job-boards.greenhouse.io/miopartners/jobs/5019655008","tech":["microsoft-excel","microsoft-powerpoint"]}],"ats":"Greenhouse","similar":[{"domain":"investud.io","name":"INVESTUDIO","country":"US","city":null,"headcount":"51-200","leaf":"wealth_management_general","summary":"INVESTUDIO is an international investment management company that provides wealth preservation, capital growth, risk management and portfolio diversification fo."},{"domain":"isio.com","name":"Isio","country":"GB","city":"Blyth","headcount":"1001-5000","leaf":"wealth_management_general","summary":"Isio is a progressive advisory firm that provides pensions, employee benefits, wealth planning and investment management for employers, pension trustees, indivi."},{"domain":"cambridgeassociates.com","name":"Cambridge Associates","country":"GB","city":"Boston","headcount":"1001-5000","leaf":"wealth_management_general","summary":"Cambridge Associates is a global investment advisory firm that builds custom portfolios for institutional investors, private clients, and family offices."},{"domain":"globalplanningpartners.com","name":"Global Planning Partners","country":"US","city":"Naples","headcount":"51-200","leaf":"wealth_management_general","summary":"Global Planning Partners is a financial planning firm that provides wealth management, retirement planning, tax mitigation and estate strategy for entrepreneurs."},{"domain":"leowealth.com","name":"LEO Wealth","country":"US","city":"Edison","headcount":"51-200","leaf":"wealth_management_general","summary":"LEO Wealth is a wealth management firm that provides independent, fiduciary financial advice for individuals and families."},{"domain":"worldadvisors.com","name":"World Investment Advisors","country":"US","city":"Lincroft","headcount":"51-200","leaf":"wealth_management_general","summary":"World Investment Advisors is a wealth management and retirement plan consulting firm that provides investment management and retirement plan consulting services."}],"similar_scored":594,"customers":null,"as_of":"2026-11-03","updated_at":"2026-11-03","hash":"a5b5e510ba947e3e","index_tier":1}