Portfolio Analyst (Investment Management)

Location: In office at 18111 Von Karman Avenue, Irvine, California, US 92612

Starting base salary: $65,296–$104,304 per year, plus eligibility for bonus and/or commissions.

Company

hirify.global is a financial services company founded in 1954 and a subsidiary of Royal Bank of Canada, serving clients, entrepreneurs, colleagues, and communities.

What you will do

• Prepare review book materials for client presentations and IPS letters for new accounts, changes, and reallocations.
• Transition and set up new client accounts while coordinating with New Accounts, Billing, Performance, and Client Services teams.
• Analyze portfolio performance, research outliers, and support strategic rebalancing as experience develops.
• Address client and advisor requests, phone calls, operational questions, and investment-related issues.
• Respond to compliance inquiries, including large withdrawals and source-of-funds requests.
• Learn the firm's portfolio management, trading, and portfolio accounting applications and perform basic trading responsibilities over time.

Requirements

• Bachelor's degree or equivalent; a Finance major is preferred.
• 2 years of experience in a finance-related role, preferably in investment management and services; relevant internship experience is considered.
• Strong problem-solving, analytical, communication, and attention-to-detail skills.
• Ability to address client or financial advisor questions about trades and investments and manage multiple deliverables.
• Ability to learn proprietary trading and portfolio accounting systems.
• Basic proficiency with Microsoft Word, Excel, Outlook, and PowerPoint; commitment to pursue the CFA, with Level I candidacy noted.

Culture & Benefits

• Medical, dental, and vision coverage is available from the first month following the start date.
• 401(k) company matching contribution.
• Tuition reimbursement and internal upskilling and training resources.
• Vacation, sick, and volunteer time benefits.
• Specialized health and family planning programs, including fertility support and cancer, diabetes, and musculoskeletal programs.
• Career mobility support and colleague resource groups.