Analyst / Associate, Global Client Group (Independent Advisor Group)

Location: Austin, United States; hybrid

Company

hirify.global develops investment solutions including mutual funds, ETFs, and separately managed accounts for global clients and independent financial advisors.

What you will do

• Develop and construct complex portfolio analyses for current advisor clients and prospects.
• Identify and discuss key findings from portfolio analyses with clients.
• Deliver educational investment-related webinars for advisor clients.
• Answer the financial advisor hotline and provide solutions to ad hoc investment and client-service questions.
• Support the development of investment-related marketing materials and charts.
• Build expertise in advisor business practices, capital market research, and portfolio management applications while supporting Regional Directors and major RIA clients.

Requirements

• Bachelor’s degree with a strong academic record.
• 1–5 years of experience in the financial services industry, including internships.
• Strong analytical, quantitative problem-solving, verbal, written, and interpersonal skills.
• Strong computer skills, including Excel and Access, with the ability to learn additional programs.
• Ability to work independently and collaboratively, manage multiple projects, and meet deadlines.
• SIE, Series 7, and Series 63/66 licenses must be obtained within the first 12 weeks of employment.

Nice to have

• Intention to pursue investment-related education such as an MBA, CFA, or CFP.
• Knowledge of Dimensional’s investment philosophy.

Culture & Benefits

• Hybrid work arrangement.
• Comprehensive benefits for employees and their families.
• Educational initiatives and career-development support.
• Some travel may be expected.