Associate, Performance & Client Reporting (Private Markets)

Location: Chicago, Illinois, United States

Salary: $95,000–$115,000 USD annually

Company

hirify.global is an employee-owned global private markets investment manager with nearly $76 billion in assets under management and strategies spanning primary investments, secondary investments, growth equity, private credit, and co-investments.

What you will do

• Own accurate and timely recurring performance reporting, client reporting, presentation materials, consultant database updates, and third-party portal workflows.
• Support private wealth sales and client engagement by preparing meeting materials, updating sales and marketing content, and responding to performance and data inquiries.
• Maintain detailed procedures covering data sources, calculation logic, controls, dependencies, reviews, and deadlines.
• Perform data validation, reconciliation, and quality-control reviews for internal and external reporting.
• Identify and implement scalable improvements through standardization, automation, technology, improved data utilization, and AI-enabled tools.
• Collaborate with Investor Relations, investment, marketing, finance, accounting, middle-office, and technology functions on reporting and data issues.

Requirements

• Bachelor’s degree in Finance, Accounting, Statistics, or a related analytical field, with strong academic performance.
• 2–4 years of experience in investment performance, client or investor reporting, portfolio analytics, investment operations, data analytics, or a related financial-services function.
• Strong analytical, organizational, project-management, communication, and collaboration skills, with close attention to detail.
• Ability to work with complex financial datasets, investigate discrepancies, manage recurring deadlines, and maintain comprehensive process documentation.
• Intermediate Microsoft Excel skills, including manipulating, reconciling, and analyzing large datasets.
• Knowledge of private markets, investment performance measurement, or private-market fund structures is preferred; CFA, CAIA, CIPM, or progress toward a relevant designation is a plus.

Nice to have

• Familiarity with Power Query, Power BI, AI-enabled tools, or other reporting and automation technologies.
• Experience improving processes through repeatable, scalable, and maintainable solutions.

Culture & Benefits

• Employee-owned culture focused on collaboration, intellectual rigor, integrity, and professional development.
• Medical, dental, and vision coverage.
• 401(k) with immediate vesting and employer match, profit sharing, and flexible spending accounts.
• Paid parental leave, generous paid time off, commuter benefits, and employer-paid disability and life insurance.