Associate Portfolio Manager - Personal Wealth

Location: Hybrid position based in proximity to the Chicago, IL or Greenwood Village, CO office; applicants must be authorized to work for any employer in the U.S.

Base salary: $125,400–$181,875 per year, with potential bonus participation.

Company

hirify.global provides wealth and financial services focused on helping customers achieve financial freedom.

What you will do

• Manage and oversee a separately managed account, including portfolio optimizations, position monitoring, and model and client account adjustments.
• Produce recurring strategy performance, attribution, and portfolio analysis reports.
• Lead investment meetings and collaborate with the Chief Investment Strategist, co-Portfolio Manager, trading partners, and client-facing teams.
• Conduct U.S. sector, industry, valuation, fundamental, investment, and market research.
• Support quarterly and annual economic and market outlooks and co-author monthly external commentary.
• Respond to client information requests and support communications about the investment strategy.

Requirements

• Bachelor’s degree required; finance, economics, business, or a related field preferred.
• 7–10 years of relevant experience in investment management, portfolio management, investment research, or a related field.
• Experience with portfolio optimization and proficiency with Bloomberg and Microsoft Office.
• Strong analytical, quantitative, written, verbal, interpersonal, collaboration, prioritization, and data visualization skills.
• FINRA Series 63 and Series 65, Series 66, or a full CFA designation required; FINRA fingerprinting is also required.
• U.S. work authorization for any employer is required. Visa sponsorship, including CPT/OPT sponsorship, is not available.

Nice to have

• Current CFA designation or progress toward completing CFA Level I or Level II.
• Experience with U.S. equity research, investment performance measurement and attribution, and client-facing investment commentary or market outlooks.
• Persistence, creativity, and intellectual curiosity.

Culture & Benefits

• Flexible hybrid work environment with opportunities for internal mobility.
• Medical, dental, vision, and life insurance.
• 401(k) plan with company matching contributions of up to 6% and financial advisory services.
• Tuition reimbursement of up to $5,250 per year.
• Paid time off, company and floating holidays, paid volunteer time, parental leave, disability coverage, and FMLA programs.
• Inclusive business resource groups and a business-casual work environment.