Portfolio Manager/Associate Portfolio Manager (Investment Management)

Location: Hybrid role based in Dallas/Richardson, Texas, United States; office work is expected on Tuesday, Wednesday, and Thursday. Some nationwide travel to agent offices, customer mandates, and conferences may be required.

Salary: $133,500–$217,000 annually, plus potential incentive pay of up to 30% or 40% of base salary.

Company

hirify.global Investment Management develops investment research, advisory model portfolios, and investment education for hirify.global agents and retail customers.

What you will do

• Lead capital market assumption modeling and forecasting, including academic and practitioner research.
• Develop and maintain strategic asset allocation for advisory model portfolios using portfolio optimization, Monte Carlo simulation, factor modeling, and risk/return attribution.
• Lead ETF and mutual fund manager research, selection, due diligence, and external manager relationships.
• Manage portfolio models, reporting, datasets, analytical infrastructure, trading rules, and rebalancing oversight.
• Develop investment outlooks, publications, and educational content for advisors, agents, and retail customers.
• Serve as a subject matter resource and provide guidance to junior investment professionals when assigned.

Requirements

• Bachelor’s degree or higher; a completed bachelor’s degree is preferred.
• 8+ years of asset management or wealth management experience, including 6+ years in multi-asset portfolio management, asset allocation, or quantitative investment research.
• 6+ years of experience in investment strategy, manager due diligence, open architecture, and oversight of traditional and alternative investment strategies.
• Direct expertise in at least three areas including strategic/tactical asset allocation, capital market assumptions, portfolio optimization, factor risk/return modeling, and Monte Carlo simulation.
• Strong knowledge of multi-asset investing, securities, advisory programs, and top-down and bottom-up investment analysis, plus client-facing presentation and writing experience.
• Applicants must already be eligible to work lawfully in the United States; visa sponsorship is not available.

Nice to have

• Master’s degree in finance, economics, mathematics, financial engineering, or a related quantitative field.
• Progress toward or completion of the CFA charter or a comparable designation.
• Experience with MSCI Barra, Bloomberg, Morningstar Direct, or similar investment and risk management systems.
• Programming skills in C++, Python, or Matlab and the ability to develop complex Excel data models.
• Knowledge of insurance products and industry practices.

Culture & Benefits

• Hybrid work environment with time split between home and the Richardson office.
• Competitive benefits including health, dental, vision, life insurance, paid time off, and a 401(k) plan with company contributions of up to 7% of salary.
• Annual merit increases, incentive opportunities, tuition reimbursement, training, mentoring, and employee resource groups.
• Parental leave, paid holidays, wellness programs, mental health support, and flexible time-off policies.