Portfolio Advisor

Location: Phoenix, AZ; applicants must be authorized to work in the United States without employment-based visa sponsorship.

Company

hirify.global provides wealth management, asset servicing, asset management, and banking services to individuals, families, corporations, and institutions.

What you will do

• Manage investment activities for major fee-revenue accounts, including small to mid-sized personal trusts and individual portfolios.
• Develop investment recommendations and strategies aligned with individual client objectives.
• Analyze and continuously revise portfolio strategies as client goals and needs change.
• Work with client service teams, clients, co-trustees, consultants, legal teams, and outside attorneys to coordinate portfolio activity.
• Apply investment strategies, research methods, tools, capabilities, guidelines, and risk management practices.
• Execute initiatives, capability rollouts, training, and improvement feedback while solving complex problems.

Requirements

• 6–8 years of investment experience, which may include investment research, with consistent long-term performance meeting objectives.
• Knowledge of investment and portfolio management theory, accounting and financial principles, investment strategies and instruments, and marketplace characteristics.
• Decision-making, sales, and negotiation skills.
• In-depth conceptual and practical knowledge in the relevant job discipline and basic knowledge of related disciplines.
• Ability to act as a resource for colleagues with less experience.
• Authorization to work in the United States without requiring employment-based visa sponsorship now or in the future.

Culture & Benefits

• Flexible and collaborative work culture.
• Opportunities for internal movement and access to senior leaders.
• Commitment to an inclusive workplace and community service.
• Reasonable accommodations are available during the employment process.