Private Bank Analyst - Portfolio Manager

Location: Columbus, Ohio, United States; office workplace with full-time US work authorization required

Company

hirify.global provides private banking, investment management, and integrated financial services for client households.

What you will do

• Learn and support investment management and portfolio manager responsibilities for client household relationships.
• Deliver high-quality private banking services and maintain strong client service and retention.
• Engage specialty professionals to coordinate comprehensive private banking solutions.
• Support new client acquisition, cross-selling, household revenue growth, and regional profitability.
• Develop networking and client acquisition capabilities in preparation for progression into a sales role.

Requirements

• Bachelor's degree.
• At least one year of experience in banking or finance.
• Strong client service and communication skills.
• Applicants must be currently authorized to work full-time in the United States.
• Visa or immigration sponsorship is not available.

Nice to have

• Investment knowledge.

Culture & Benefits

• Office-based workplace.
• Some positions may offer flexible arrangements combining office and work-from-home time; the specific arrangement is confirmed by the hiring team.
• Exempt position and not eligible for overtime pay.