Associate, Balance Sheet Optimization, Corporate & Investment Banking

Location: New York, NY; onsite at 300 Madison Ave Fl 8. Candidates must be legally eligible to work at the specified location and, where applicable, hold a valid work or study permit.

Expected salary: $150,000–$185,000 annually for the New York, NY market, plus potential incentive compensation and discretionary bonus.

Company

hirify.global is a relationship-oriented bank providing corporate and investment banking services.

What you will do

• Prepare financial, portfolio, scenario, transaction, capital, funding, return, and execution-cost analyses to support balance sheet optimization.
• Maintain views of transaction pipelines, portfolio roll-off, concentrations, available capacity, and progress against balance sheet, capital, and funding objectives.
• Coordinate new-deal and portfolio reviews, stakeholder inputs, approvals, documentation, action items, and execution trackers.
• Gather, reconcile, and quality-check data; maintain spreadsheets, data sets, process documentation, controls, dashboards, and management presentations.
• Support technological advancement and continuous improvement through AI, automation, data visualization, and scalable reporting workflows.
• Prepare briefing materials, meeting notes, decision logs, and ad hoc analyses while progressively taking ownership of defined reporting and execution workstreams.

Requirements

• Typically 3–6 years of relevant experience in corporate banking, investment banking, credit risk, loan distribution, structuring, portfolio management, capital management, or a related analytical role.
• Strong analytical capability, attention to detail, commercial judgment, and interest in corporate credit, transaction execution, and balance sheet optimization.
• Strong foundation in corporate credit, financial modeling, transaction analysis, and financial statement analysis, with the ability to learn portfolio risk, capital, balance sheet, and funding concepts.
• Advanced spreadsheet and presentation skills, including organizing large data sets, building analytical outputs, and producing senior-management-ready materials.
• Ability to assess transaction and solution economics, identify assumptions and sensitivities, and communicate implications for returns and resource utilization.
• Excellent written and verbal communication skills, with the ability to synthesize complex information into clear conclusions, recommendations, and decision materials.
• Strong attention to detail and a disciplined approach to data gathering, reconciliation, quality control, documentation, and recurring reporting.
• Collaborative, proactive, organized, commercially minded, and curious, with the ability to manage multiple priorities, follow through on commitments, and work hands-on in a lean, evolving team.
• Interest in technological advancement, AI-enabled workflows, data visualization, and management dashboard development; willingness to take on increasing responsibility over time.
• Alignment with the values of trust, teamwork, and accountability.

Nice to have

• CFA, MBA, or another relevant professional qualification.
• Familiarity with loan distribution, participations, nonpayment insurance, credit-risk transfer, hedging, or related optimization solutions.

Culture & Benefits

• Inclusive environment focused on belonging, accessibility, trust, teamwork, and accountability.
• Medical, dental, vision, health savings account, life insurance, disability, and other insurance plans.
• Paid sick leave, parental leave, vacation, holidays, wellbeing support, and banking benefits.
• Competitive salary, incentive pay, and a social recognition program.
• Access to technological tools, innovation initiatives, and Purpose Day, a paid day off for personal growth and development.

Hiring process

• Applicants may complete an attribute-based assessment and skills tests such as simulation, coding, or MS Office assessments.
• Additional compensation and benefits details are provided during the hiring process.