Investment Specialist, Multi Asset Solutions

Location: Boston, MA, United States; hybrid schedule with office attendance 4 days per week and remote work 1 day per week

Salary: USD 120,000–225,000 per year, plus potential discretionary bonus or incentives

Company

hirify.global is a private-partnership investment management firm providing customized investment solutions and proprietary research across global capital markets.

What you will do

• Analyze portfolio positioning, performance, risk, market trends, competitive positioning, pricing, product overlap, and capacity trends.
• Contribute to the development of multi-asset investment strategies and customized client solutions.
• Support product development, business planning, marketing strategy, and product differentiation.
• Create and maintain client materials, white papers, presentations, and responses to client questions and RFPs.
• Review product risk and performance attribution and contribute to investment review group processes.
• Collaborate with investment, relationship, and business teams and participate in client, prospect, and consultant meetings.

Requirements

• Meaningful relevant industry experience and a record of achievement.
• Advanced analytical skills, strategic judgment, attention to detail, and the ability to draw clear conclusions.
• Strong written and verbal communication skills, with an interest in developing presentation skills.
• Strong technical skills and mastery of MS Excel.
• Ability to work independently and collaboratively with a global team, organize priorities, and perform under tight deadlines.
• Ability to be based at Wellington’s Global Headquarters in Boston, MA, with office attendance 4 days per week.

Nice to have

• Experience at an asset manager, sell-side firm, or management consultancy.
• MBA and/or CFA.
• Familiarity with FactSet.
• Global perspective and additional language skills.

Culture & Benefits

• Collaborative culture that encourages independent thought and healthy debate.
• Retirement plan, health, dental, vision, pharmacy, HSA, and FSA coverage.
• Life and disability insurance, employee assistance, adoption assistance, and backup childcare.
• Tuition and CFA reimbursement, paid holidays, sick time, vacation, and other paid time off.
• Flexible work environment with one remote workday per week.