Total Portfolio Analytics & Investment AI Strategy Lead

Location: Milwaukee, WI Corporate

Company

hirify.global provides insurance and financial services, with its General Account managed through a long-term, diversified investment strategy.

What you will do

• Lead analytical frameworks for strategic and tactical asset allocation, portfolio construction, liquidity planning, risk budgeting, rebalancing, and scenario analysis across public and private assets.
• Define and lead AI-enabled investment opportunities that improve decision-making, automate repeatable workflows, and create scalable capabilities.
• Partner with engineering, data, technology, risk, compliance, governance, and enterprise AI teams to translate investment needs into production capabilities.
• Build integrated data models with quality checks, lineage, documentation, and data from public and private markets, external managers, and internal strategies.
• Develop dashboards, applications, and portfolio views using Power BI, Streamlit, or similar tools.
• Manage and develop a small team while improving investment analytics, reporting, controls, and workflows.

Requirements

• Bachelor’s degree in Finance, Economics, Statistics, Computer Science, Engineering, or another quantitative field.
• 7–10+ years of relevant multi-asset or total portfolio analytics experience in asset management, an allocator, or consulting, including public and private markets.
• Experience leading, managing, or mentoring a small team.
• Strong knowledge of asset allocation, portfolio construction, risk and liquidity management, performance measurement, and attribution.
• Proficiency in SQL and Python or R, with experience using modern data warehouses such as Snowflake or Redshift.
• Experience with analytical tools and investment platforms such as Tableau, Power BI, Streamlit, Aladdin, Bloomberg, eFront, or Yardi; familiarity with AI/ML, model governance, agents, or production analytics environments.

Nice to have

• Advanced degree such as an MS or PhD.
• Progress toward the CFA designation.

Culture & Benefits

• Full-time employment within the Investment Strategy Department and Investment Data Office.
• Collaboration across investment strategy, portfolio management, trading, operations, risk, data, engineering, and enterprise teams.
• Focus on quality, controls, ownership, curiosity, adaptability, and clear communication with technical and non-technical audiences.
• Compensation is determined based on skills and experience, market conditions, candidate location, and other hiring-process factors.