Sr Investment Associate

Location: Naples, Florida, United States

Company

hirify.global provides wealth management, asset servicing, asset management, and banking services to individuals, families, corporations, and institutions.

What you will do

• Prepare portfolio materials, reports, and account documentation for client review meetings.
• Communicate with clients and portfolio managers regarding account information, requests, and follow-up actions.
• Process cash transfers, fund trades, securities certificates, DTC transfers, and other client-initiated transactions.
• Research tax-cost discrepancies and oversee adjustments on client accounts.
• Review fee worksheets, follow investment guidelines, and apply sound risk management practices.
• Support Investment Advisors with recommendations and participate in client meetings using the GDWM tool.

Requirements

• Must be authorized to work in the United States without current or future employment-based visa sponsorship.
• 1–3 years of experience in the financial services industry.
• Knowledge of investment products, services, and terminology.
• Strong analytical, organizational, and communication skills.
• Coursework toward a CFA or CFP designation.
• Expanded conceptual knowledge of the relevant job discipline and an ability to explain complex information clearly.

Culture & Benefits

• Flexible and collaborative work culture.
• Opportunities for internal movement and access to senior leaders.
• Inclusive workplace focused on supporting employees and communities.
• Reasonable accommodations are available throughout the employment process.