Relationship Analyst (Investment Management)

Location: Boston, MA, United States; hybrid schedule with office attendance four days per week and remote work one day per week.

Salary: USD 90,000–180,000 per year, plus potential bonus and benefits.

Company

hirify.global is an active investment manager providing investment solutions across equities, fixed income, hedge funds, and private markets for institutional clients worldwide.

What you will do

• Prepare customized client and prospect presentations, briefing materials, meeting notes, and follow-ups.
• Support client, consultant, and prospect meetings and coordinate communications across internal and external stakeholders.
• Analyze client accounts, investment products, guidelines, market trends, regulatory considerations, and fees.
• Coordinate RFI, DDQ, and RFP responses with Product Management, Legal, Risk, Finance, Portfolio Management, and Client Reporting teams.
• Maintain client data, prospect pipelines, account requirements, and reporting templates in internal systems.
• Use the Delivery Management Platform to improve data accuracy and insight-driven client reporting.

Requirements

• 2–5 years of relevant client service experience, preferably in investment management.
• Understanding of capital markets and investment products, with strong analytical, organizational, communication, and problem-solving skills.
• Ability to manage multiple projects in a fast-paced, collaborative environment.
• Proficiency in Microsoft Excel and Word; Salesforce experience is preferred.
• Bachelor’s degree required; advanced degree or progress toward CAIA, CFA, or MBA is a plus.
• Ability to work from the Boston office four days per week, with one remote day per week.

Nice to have

• Experience supporting institutional or wealth-management clients.
• Salesforce experience.
• Advanced degree or interest in or progress toward CAIA, CFA, or MBA.

Culture & Benefits

• Collaborative environment with mentorship from experienced investment, operations, and client service professionals.
• Exposure to global investment strategies and institutional client needs.
• Retirement, health, dental, vision, pharmacy, HSA, and FSA benefits.
• Life and disability insurance, employee assistance, adoption assistance, backup childcare, and tuition or CFA reimbursement.
• Paid holidays, sick leave, vacation, volunteer time, and other paid time off.