Investment Perf & Analytics Analyst (Hybrid)

Location: Hybrid, Milwaukee, Wisconsin, United States

Salary: $75,600–$113,400 per year

Company

hirify.global is a financial services company focused on placing clients’ interests at the center of its business.

What you will do

• Analyze investment performance data and communicate findings to senior management and field and home office stakeholders.
• Support performance reporting projects by identifying and fixing reporting defects and prioritizing enhancements.
• Perform data quality checks and resolve data errors with vendors.
• Produce and validate marketing materials for advisory models and investment strategies.
• Load data into Morningstar and Ycharts to support quantitative analysis.
• Translate technical analysis into business-appropriate reports, presentations, recommendations, and process improvements.

Requirements

• Bachelor’s degree in finance, accounting, mathematics, statistics, business, or a related field.
• Understanding of investment accounts, including brokerage, advisory, and direct-to-fund accounts.
• Knowledge of stocks, bonds, ETFs, mutual funds, illiquid alternatives, portfolio risk exposures, and benchmark characteristics.
• Understanding of IRR, TWR, performance statistics, and performance attribution methodologies.
• Expertise with Excel, Business Objects, and Power BI.
• Strong problem-solving, research, quantitative analysis, communication, prioritization, and collaboration skills.

Culture & Benefits

• Full-time employment with a hybrid work arrangement.
• Salary transparency with geographic-specific pay structures for eligible locations.
• Fingerprinting and completion of required forms are required under NMIS and FINRA guidelines.
• Equal opportunity employment and an inclusive environment supporting creative ideas and professional growth.