Investment Associate

Location: New York, NY; U.S. work authorization required

Salary: $64,170–$102,810 USD annually

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.
• Support portfolio managers and investment advisors with client requests, account maintenance, and daily administrative processes.
• Process cash transfers, fund trades, physical stock and bond certificates, and DTC transfers.
• Communicate with clients, portfolio managers, tax specialists, and internal partners to resolve account and transaction inquiries.
• Review fee worksheets, investigate tax-cost discrepancies, and coordinate account adjustments.
• Support risk, compliance, REV, and New Account Review processes while improving team workflows.

Requirements

• 0–2 years of experience in the financial services industry.
• Knowledge of investment products, services, and terminology.
• Strong analytical, organizational, and communication skills.
• Ability to learn and work with multiple financial systems and procedures.
• Must be authorized to work in the United States without current or future employment-based visa sponsorship.

Culture & Benefits

• Full-time employment in a flexible and collaborative work culture.
• Retirement benefits including a 401(k) and pension.
• Medical, dental, vision, spending account, disability, life, and accident insurance.
• Paid time off, parental and caregiver leave, and other well-being benefits.
• Discretionary bonus program that may include an equity component.
• Opportunities for internal mobility and participation in community philanthropy.