Private Wealth Management, Strategic Investment Strategy Group, Analyst/Associate, London

Location: London, Greater London, England, United Kingdom; office-based role

Company

hirify.global is a global investment banking, securities, and investment management firm serving private wealth, institutional, and corporate clients.

What you will do

• Develop customized asset allocation solutions using the Investment Strategy Group model.
• Analyze client portfolios and prepare research reports, presentations, and performance materials.
• Research asset allocation topics and individual asset classes.
• Provide asset allocation guidance to Private Wealth Management advisors and support business development.
• Manage portfolio implementation plans, onboarding discussions, and investment management agreement changes.
• Monitor and rebalance portfolios to predefined risk parameters while assisting with trading and coordinating with Legal, Compliance, and Technology.

Requirements

• Master’s degree in Finance with a quantitative focus, such as mathematical finance, computational finance, financial engineering, or financial econometrics.
• Undergraduate degree in a STEM or quantitative field, including Physics, Mathematics, Engineering, Statistics, or Computer Science; Economics is acceptable with a quantitative postgraduate Finance degree.
• Exceptional quantitative and analytical skills with knowledge of academic research, industry practices, and financial markets.
• Programming proficiency, preferably in Python, plus strong Excel and PowerPoint skills.
• Ability to explain complex technical concepts clearly, engage with clients, collaborate with stakeholders, and work accurately under pressure.

Nice to have

• Proficiency in additional European languages.

Culture & Benefits

• Training and development opportunities and firmwide professional networks.
• Benefits, wellness, and personal finance programs.
• Commitment to diversity, inclusion, and reasonable accommodations during the recruiting process.