Advanced Principal, Portfolio Services

Location: Atlanta, Georgia, United States; hybrid workplace model requiring at least four full days each week in an hirify.global office.

Company

hirify.global is an independent global investment management firm providing investment strategies and vehicles to clients worldwide.

What you will do

• Provide subject-matter expertise, leadership, solutions, and recommendations for complex cross-region, cross-functional, and cross-vendor business concerns.
• Own critical production issues, act as an escalation point, and support colleagues with daily operations and production-support tasks.
• Build relationships with Investments, Compliance, custodians, fund accounting agents, transfer agents, outsourcing vendors, and global business areas on cash-related matters.
• Lead research, analysis, implementation, documentation, and training for new instruments, regulatory requirements, systems implementations, and other global projects.
• Develop team plans, set priorities, recommend resources, establish global support and oversight models, and document and cross-train standard operating procedures.
• Research operational risks and financial information, lead continuous-improvement initiatives, mentor global team members, and implement risk-mitigation strategies.

Requirements

• 6–8 years of industry experience in an investment management firm.
• Excellent knowledge of global investment products.
• Comprehensive understanding of internal and industry standards and principles.
• Ability to identify and resolve complex, multidimensional business problems using broad functional and process knowledge.
• Previous experience with Charles River and Aladdin is required.
• Strong understanding of end-to-end investment services processes, including trade entry, trade processing, settlement, valuation, cash management, corporate actions processing, and fund accounting.
• Ability to maintain a big-picture perspective with deep knowledge of data, processes, and business flows across systems.
• University degree in Finance or a related business concentration, or an equivalent combination of education, training, and experience.

Nice to have

• Experience working with third-party middle-office and custody providers.
• MBA.
• CFA or a professional accounting designation such as CMA, CGA, CA, or CPA.

Culture & Benefits

• Hybrid workplace model with at least four full days per week in an hirify.global office.
• Flexible paid time off.
• 401(k) matching of 100% up to the first 6%, plus a discretionary supplemental contribution.
• Health and wellbeing benefits, parental leave, and an employee stock purchase plan.
• Inclusive culture and equal-opportunity employment practices.