Client Servicing Analyst (Investment Platforms)

Location: Lisbon, Portugal; hybrid work with at least three days per week in the office

Company

hirify.global is a global professional services company operating across risk, capital, people and investments, and management consulting.

What you will do

• Provide frontline technical and functional support for the MercerInsight investment analytics platform.
• Investigate client issues, identify root causes, and propose scalable solutions.
• Support user setup, onboarding, complex functionality requests, and platform demonstrations.
• Guide consultants through the transition from the legacy MercerInsight platform to the new system in collaboration with eVestment.
• Analyse query patterns to inform platform development, training, and process improvements.
• Collaborate with research and business teams to support client deliverables, retention, new business, and new MAPS solutions.

Requirements

• English at C1/C2 level, with excellent verbal and written communication skills.
• Experience working in a fast-paced environment with shifting priorities and frequent multitasking.
• Strong independent and collaborative problem-solving abilities, analytical skills, and attention to detail.
• Demonstrated client service aptitude and the ability to build relationships across cultures and organizational levels.
• Curiosity, initiative, adaptability, and the ability to learn quickly.
• A bachelor's or master's degree in finance, business, economics, or a similar field is desirable but not mandatory.

Nice to have

• Knowledge of institutional or wealth management investment.
• Experience with financial platforms such as eVestment Analytics.
• CFA Investment Management Certificate or willingness to work toward completing it.

Culture & Benefits

• Professional development opportunities, interesting work, and supportive leadership.
• Inclusive and collaborative environment focused on creating solutions and delivering impact.
• Career opportunities and benefits designed to support employee well-being.
• Hybrid work combining office collaboration with remote flexibility; at least three days per week are expected in the local office or onsite with clients.