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 Legal team is seeking a Paralegal to join the group that focuses on trading documentation. The new hire will be primarily responsible for working alongside attorneys to provide both administrative and operational support, management, and execution of counterparty trading documentation. The paralegal will also assist with broader legal operations initiatives and ancillary support for the legal team as needed. The paralegal will contribute to document management, knowledge management, and reporting. The Paralegal will report to the Head of Legal Operations.

Counterparty trading documentation includes prime brokerage agreements, ISDAs, listed futures and options agreements, and securities lending and repurchase agreements. This is a full-time, temporary opportunity based in Midtown, New York, with a hybrid work schedule.

Primary 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

Desired background

• 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 given the sensitive nature of trading and counterparty information.

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.

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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