Contract

Paralegal

Posted on 9/27/2025

MIO Partners

MIO Partners

201-500 employees

At-cost asset management for retirement plans

Compensation Overview

$90k/yr

New York, NY, USA

Hybrid

Category
Legal & Compliance (2)
,
Required Skills
Word/Pages/Docs
Excel/Numbers/Sheets
PowerPoint/Keynote/Slides
Requirements
  • Bachelor’s degree
  • At least 4 years of experience in a role involving familiarity with trading documentation (such as prime brokerage agreements, ISDAs, listed futures and options agreements, and securities lending and repurchase agreements)
  • Foundational knowledge and understanding of legal entity types and structures as well as the proper drafting of signature blocks
  • Working knowledge of KYC/AML processes
  • Proficiency with applications used to draft and review documents including Microsoft Word and its track changes and compare tools and other redlining/comparison software
  • Proficient in Excel, PowerPoint, and Outlook
  • Meticulous attention to detail and a commitment to accuracy
  • Experience managing multiple workstreams simultaneously with strong tracking/reporting discipline
  • Strong organizational skills and an ability to multitask
  • Strong analytical and critical thinking skills with the ability to identify issues, assess risks, and propose practical solutions
  • Ability to synthesize information from multiple sources (e.g., trading agreements, regulatory requirements, counterparty data) into clear reports and recommendations
  • Strong written and verbal communication skills to effectively draft, summarize, and explain documentation
  • Ability to work under tight deadlines in a fast-paced trading or legal environment
  • Sound judgment in identifying issues to escalate to attorneys
  • Commitment to discretion and confidentiality
Responsibilities
  • Maintain and update MIO’s library of document templates and precedents
  • Draft documents based on MIO templates and/or precedents
  • Apply electronic signatures to legal documents
  • Maintain and update information about MIO and its funds in on-line databases such as the GMEI Utility, ISDA Amend, FIA Tech’s Ownership and Control Reporting Data Service, and EGUS
  • Track status of negotiations with banks and brokers
  • Prepare and deliver responses to KYC/AML requests; oversee outside KYC/AML service providers
  • Prepare lists, charts, and other ad hoc reports synthesizing information about MIO’s funds, documents, or counterparties
  • Apply and administer MIO’s document management process, including saving and retrieving documents using MIO’s document categorization scheme
  • Assist with maintaining the Legal Team’s Knowledge Base
  • Provide overflow support to the funds and investments group within the legal team by assisting with governance, fund formation/dissolution, and investment documentation

MIO Partners manages retirement and after-tax investments for McKinsey employees and alumni, offering funds already available in the McKinsey retirement plan and access to additional alternative investments. It administers and oversees these investment funds on an at-cost basis, so neither MIO nor McKinsey earns a profit from the investments. Investors choose from funds within the plan or related alternatives, and MIO’s governance is aligned with investors through significant participation in the funds. The goal is to provide convenient, time-saving investment options and professional management at low cost, with incentives that match those of the investors.

Company Size

201-500

Company Stage

N/A

Total Funding

N/A

Headquarters

New York City, New York

Founded

1992

Simplify Jobs

Simplify's Take

What believers are saying

  • Neuberger's platform enables MIO to expand beyond McKinsey client base significantly.
  • Neuberger integration provides world-class infrastructure for scaling alternative investment strategies.
  • Sale completion in 2026 resolves strategic uncertainty and unlocks growth opportunities.

What critics are saying

  • Neuberger ownership model introduces profit margins, eroding MIO's cost-effective positioning.
  • Management team exodus post-acquisition disrupts investment performance and client relationships.
  • McKinsey alumni migrate assets to competitors amid ownership transition uncertainty.

What makes MIO Partners unique

  • At-cost operating model aligns MIO incentives with 30,000 McKinsey partners and alumni.
  • Manages $26 billion in alternative investments with 250 specialized professionals.
  • Neuberger acquisition preserves management continuity and investment team expertise post-close.

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Benefits

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Parental Leave

Family Planning Benefits

401(k) Retirement Plan

Paid Vacation

Company News

Neuberger Berman
Feb 16th, 2026
McKinsey & Company Advisory Business, MIO Partners (“MIO”) to Join Neuberger

MIO is an investment and wealth manager that serves McKinsey’s partners, employees, and alumni

Alternatives Watch
Feb 10th, 2026
Neuberger Berman to acquire McKinsey's MIO unit

Neuberger Berman to acquire McKinsey's MIO unit. Neuberger Berman will acquire MIO, the investment and wealth manager serving McKinsey & Company employees and alumni, the firms announced Tuesday. MIO oversees $26 billion in assets under management, with roughly $20 billion in alternative investment strategies. The deal follows a strategic review McKinsey launched in early 2025 after MIO's growth over 25 years. Neuberger [...] Get the whole story. AW Monthly $39 / Month - Instantly unlock all new and archived articles - Access to AW Research articles & data - Daily, weekly and monthly e-mail newsletters $390 / Year - Everything in Monthly at a 20% discount - Access to AW Research data downloads and annual Manager/Investor Compendiums - Discounts on advertisement rates Discover more New Mexico Global Positioning System Next Frontier Capital Covenant Capital Group Strix Leviathan February 12, 2026 Start your morning in the know Join industry leaders who rely on Alternatives Watch's comprehensive coverage of alternative investments across asset classes.

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