Account Analyst, U.S. Global Wealth Management – Strategic Accounts (Fixed Income)

Location: New York, NY, USA

Salary: $90,000–$100,000 per year, plus discretionary bonus

Company

hirify.global is an investment management firm specializing in active fixed income and public and private markets.

What you will do

• Research market trends, competitor offerings, economic indicators, and investment products.
• Analyze client portfolios, investment performance, market data, risk reports, and portfolio attribution.
• Support client business plans and strategic account relationships with sales and product strategy teams.
• Coordinate DDQs and RFIs, gathering and verifying information across internal teams.
• Prepare customized client reports, presentations, and materials explaining complex financial concepts.
• Conduct scenario analysis and identify trends across channels and client segments.

Requirements

• Proficiency with Microsoft Excel and software applications such as index-provider databases, query tools, and Bloomberg.
• Interest in capital markets, fixed income securities, and portfolio management techniques.
• Strong analytical, communication, relationship-building, organization, and attention-to-detail skills.
• Ability to collaborate effectively with personnel at all levels in a demanding, focused environment.
• Series 7, Series 63, and Series 3 licenses must be obtained within 90 days of starting.

Culture & Benefits

• High-performance, inclusive culture centered on collaboration, openness, responsibility, and excellence.
• Full-time employment with base salary and discretionary performance bonus.
• Cross-functional collaboration with product strategy, portfolio management, sales, marketing, legal, compliance, and operations.