Wealth and Investment Portfolio Manager III (Fintech)

Location: Atlanta, GA, United States; office-based

Company

hirify.global provides banking and wealth and investment management services.

What you will do

• Manage medium, large, and complex investment portfolios according to client and corporate objectives.
• Monitor investment performance with clients and recommend portfolio strategies.
• Provide ongoing customer service and participate in joint sales calls with business development staff.
• Track relevant investment and market trends.
• Provide supervisory support when required and perform additional assigned duties.

Requirements

• Bachelor's degree.
• At least 5 years of investments or analyst experience.
• Ability to work from the Atlanta office.

Culture & Benefits

• Office-based workplace model.
• Some positions may offer flexible work arrangements combining office and remote work; specific arrangements are confirmed during hiring.
• Equal opportunity employer.
• Tobacco-free hiring practice.