Private Bank Analyst - Portfolio Manager (Banking)

Location: Grand Rapids, Michigan, United States; office-based

Company

hirify.global provides private banking and financial services to client households.

What you will do

• Work closely with the Portfolio Manager on private banking client relationships.
• Learn investment management, portfolio management, sales, and service capabilities.
• Develop client service and relationship management skills.
• Collaborate with specialty professionals to deliver integrated Private Bank services.
• Learn compliance requirements and use Microsoft, Morningstar, FactSet, Invest Edge, and CRM software.

Requirements

• Bachelor's degree.
• At least one year of banking or finance experience.
• Current authorization to work full time in the United States is required.
• Strong communication, collaboration, customer relationship, and professional presentation skills.

Nice to have

• Experience serving high-net-worth banking customers.
• Financial advisory or sales experience with banking, investment, or insurance products and services.

Culture & Benefits

• Full-time office-based workplace.
• Some positions outside the branch network may offer flexible work arrangements combining office and remote work; the specific arrangement is provided by the hiring team.
• Equal opportunity employer.
• Immigration sponsorship is not available for this position.