Senior Associate (Investment Management)

Location: Sydney, Australia; hybrid working model with two remote days per week

Company

hirify.global is an investment management firm serving institutional and wealth management clients through research-driven portfolio solutions.

What you will do

• Support Regional Directors in developing new business opportunities and servicing Australia-based clients.
• Explain complex investment principles, capital market research, and portfolio solutions to financial institutions, advisors, and prospects.
• Develop and coordinate responses to complex client-driven requests with associates and analysts.
• Construct complex portfolio analyses, identify key findings, and present results to clients and prospects.
• Deliver educational investment webinars and advise clients on practice management matters.
• Mentor and develop associates and analysts while contributing to the growth of the financial institutions business.

Requirements

• 5+ years of experience in financial services or the investment industry.
• Bachelor’s degree required; MBA and/or CFA strongly preferred.
• Strong analytical, quantitative problem-solving, prioritization, and time-management skills.
• Excellent written, verbal, and interpersonal communication skills, including the ability to explain technical investment approaches clearly.
• Strong computer skills in Excel and Access, with the ability to learn additional programs.
• Ability to work independently and collaboratively with high integrity, accountability, and attention to detail.

Nice to have

• Proven sales success in financial services or investment management.
• Commitment to Dimensional’s investment philosophy and process.

Culture & Benefits

• Hybrid work with two remote days each week and core office hours from 10:00 a.m. to 3:00 p.m.
• Subsidized health insurance with several no-cost individual options.
• Up to 16 weeks of paid primary caregiver leave after 12 months of employment.
• Study reimbursement and exam leave for programs such as the CFA.
• Health, fitness, mental health, wellbeing, life, and salary continuance support.
• Inclusive social events, training, and career development opportunities.