Portfolio Reference Data Analyst Co-op (Financial Data)

Location: Boston, MA, United States; employees work from the office 4 days a week with flexibility to work remotely 1 day a week.

Salary: $19–$35 per hour

Company

hirify.global is an independent investment management firm serving institutional clients and mutual fund sponsors in more than 60 countries across equity, fixed income, multi-asset, and alternative strategies.

What you will do

• Support security setup and maintenance across equities, fixed income, and derivatives.
• Coordinate with custodian banks to obtain and update cash rates.
• Work with Trading, underwriters, market data vendors, and government sources to collect bond issuance documentation.
• Analyze prospectuses and offering documents to assess portfolio eligibility.
• Use Bloomberg, Markit, and rating agency data to validate changes and respond to operational inquiries.
• Help develop controls and support special projects that improve data quality and scalable operational processes.

Requirements

• Strong academic credentials and interest in investment management, financial markets, and data-driven operations.
• Coursework in finance, economics, business management, data science, mathematics, computer science, or a related field is preferred.
• Strong analytical skills, attention to detail, intellectual curiosity, and the ability to manage competing priorities.
• Microsoft Excel proficiency is required.
• Only Northeastern University students are eligible for this program.
• Effective communication, collaboration with global teams, and a proactive approach to learning and problem solving.

Nice to have

• Exposure to SQL, Bloomberg, or Python.
• Prior internship, co-op, or project experience in financial services, data analysis, operations, or research.

Culture & Benefits

• Collaborative culture that encourages independent thought, healthy debate, and inclusive perspectives.
• Hybrid schedule with four days in the office and one remote day per week.
• Benefits include retirement, health, dental, vision, pharmacy, HSA, FSA, commuter, life and disability insurance, and paid time off.
• Additional support may include tuition and CFA reimbursement, adoption assistance, backup childcare, and employee assistance programs.