Investment Associate - Global Family Office (GFO) (Finance)

Location: Chicago, IL, United States. Applicants must be authorized to work in the U.S. without employment-based visa sponsorship.

Salary: $55,800–$89,400 USD per year, plus a discretionary bonus program that may include an equity component.

Company

hirify.global provides wealth management, asset servicing, asset management, and banking services to sophisticated individuals, families, corporations, and institutions.

What you will do

• Support portfolio advisors with client meetings, portfolio reviews, investment discussions, and client administration.
• Prepare performance, asset allocation, cash flow, exposure, and investment materials.
• Analyze portfolios across public markets, private markets, hedge funds, real assets, and liquidity strategies.
• Research financial markets, investment strategies, managers, portfolio exposures, performance, and risk.
• Coordinate trades, cash movements, subscriptions, redemptions, capital activity, and other portfolio transactions.
• Collaborate with investment, fiduciary, banking, tax, operations, compliance, and reporting partners to resolve client and portfolio matters.

Requirements

• Bachelor’s degree in finance, economics, accounting, business, mathematics, or a related field, or equivalent experience.
• 0–2 years of relevant investment management, wealth management, financial services, consulting, or research experience.
• Foundational knowledge of financial markets, investment products, and portfolio management.
• Strong analytical, organizational, problem-solving, time-management, written communication, and verbal communication skills.
• Ability to synthesize complex information, manage multiple priorities, exercise judgment, and recognize risk.
• Proficiency with Microsoft Excel, PowerPoint, and Word, with the ability to learn investment, reporting, and workflow systems.

Culture & Benefits

• Flexible and collaborative work culture with accessible senior leadership and opportunities for internal movement.
• Retirement benefits including a 401(k) and pension.
• Medical, dental, vision, spending accounts, disability, life, and accident insurance.
• Paid time off, parental and caregiver leave, and additional well-being benefits.
• Inclusive workplace with opportunities to support local communities through philanthropy.
• Reasonable accommodations are available throughout the employment process.