Executive Director, Balance Sheet Optimization, Corporate & Investment Banking

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

Expected salary: $275,000–$300,000 for the New York, NY market, based on experience, qualifications, and location. Additional incentive compensation, including a discretionary bonus, may apply.

Company

hirify.global is a relationship-oriented bank serving Corporate & Investment Banking clients.

What you will do

• Partner with Corporate Banking and Investment Banking teams to assess transaction, client, sector, balance-sheet, capital, funding, and risk constraints.
• Develop and recommend executable solutions including loan sales and participations, forward flow arrangements, NPI, CDS, SRT, funding trades, and asset pledges.
• Coordinate front-office and control partners to structure and execute transactions, obtain approvals, complete documentation, and resolve execution issues.
• Manage pipeline visibility, portfolio roll-off, business plans, concentrations, capacity, new-deal reviews, and follow-up actions.
• Improve lower-return clients and transactions through stronger economics, reduced resource use, or capacity redeployment, and translate constraints into an annual optimization plan.
• Deliver management reporting and improve tools, policies, execution standards, dashboards, and scalable automation while performing hands-on data collection, reconciliation, quality control, spreadsheet analysis, and recurring reporting.

Requirements

• Typically 10+ years of relevant experience in corporate banking, investment banking, credit, loan distribution, structuring, portfolio management, or capital management; experience may be calibrated to Director or Executive Director level.
• Strong credit judgment, transaction execution capability, commercial partnership skills, and the ability to translate complex balance-sheet constraints into practical solutions.
• Strong understanding of corporate credit, financial modeling, transaction structuring, portfolio risk, RWA, capital, balance-sheet, and funding considerations.
• Experience evaluating and executing nonpayment insurance, credit-risk transfer, loan distribution, participation, hedging, or related optimization solutions.
• Ability to assess solution economics, model costs and benefits, and communicate implications for returns and resource utilization.
• Commercially minded and solutions-oriented judgment when balancing client priorities, business objectives, and risk appetite.
• Strong cross-functional communication skills, including synthesizing complex issues into clear recommendations and decision materials, resolving competing priorities, and driving accountability.
• Highly collaborative, proactive, organized, and able to operate independently in a lean, evolving team at both strategic and hands-on levels.
• Experience supporting technological advancement, driving AI usage, and developing management dashboards; willingness to perform detailed analysis without dedicated junior support.

Nice to have

• MBA, CFA, or formal credit trading experience.

Culture & Benefits

• Values-focused environment emphasizing trust, teamwork, accountability, inclusion, and belonging.
• Medical, dental, vision, HSA, life, disability, and other insurance plans.
• Paid sick leave, parental leave, vacation, holidays, and 401(k).
• Competitive salary, incentive pay, banking benefits, wellbeing support, and recognition through MomentMakers.
• 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.
• Accommodation is available during the candidate experience.