Investment Portfolio Associate (Georgetown, TX)

Location: Georgetown, Texas, United States; onsite resident workstyle with less than 25% travel.

Company

hirify.global is a financial services firm providing investment and wealth management services to individual and institutional clients.

What you will do

• Analyze portfolio analytics, asset allocation, investment holdings, and comparative portfolio performance.
• Conduct fundamental research on companies, industries, investment products, and peer groups.
• Prepare investment research reports, white papers, presentations, proposals, and scheduled or ad hoc performance reports.
• Develop financial models for revenue and income forecasting.
• Support Financial Advisors in developing individualized client investment strategies and resolving research requests.
• Participate in client meetings and coordinate portfolio-related work with internal and external stakeholders.

Requirements

• Bachelor’s degree in business administration, finance, or a related field.
• Three to six years of experience in financial services, including market research and analysis.
• Series 7 and SIE licenses are required unless an exemption or grandfathering provision applies.
• Series 63, 65, and/or 66 may be required depending on state requirements; additional licenses may also be needed.
• Analytical, research, financial modeling, written communication, and portfolio reporting skills.

Culture & Benefits

• Client-first, integrity, independence, and conservative long-term values.
• Focus on professional development, collaboration, accountability, pragmatic decision-making, and continuous improvement.
• Benefits may include medical, dental, vision, life, disability, critical illness, and accident insurance.
• Retirement savings, paid vacation, holidays, sick leave, and parental leave may be available.