Trust Analyst (Private Wealth Management)

Location: New York, NY, United States; onsite at the New York office.

Salary: $70,000–$120,000 base annually, plus potential discretionary bonus.

Company

hirify.global is a global investment banking, securities, and investment management firm; this role sits within Private Wealth Management and the hirify.global Trust Company.

What you will do

• Work with the Investment Officer to oversee discretionary trust assets for hirify.global Trust Company clients.
• Create portfolio rebalancing proposals and coordinate investment implementation, including trade entry and separately managed account openings.
• Execute, process, and reconcile trading and other investment-related transactions.
• Analyze equity, fixed income, and alternative investment portfolios for risk and return characteristics.
• Research internal and external investment vehicles, respond to client needs with Asset & Wealth Management product groups, and communicate market and research updates.
• Prepare weekly, monthly, and regulatory reports; support ad hoc projects, onboarding, and transitions of new discretionary relationships.

Requirements

• Bachelor’s degree.
• 0–3 years of prior work experience in a relevant field.
• Proficient to advanced skills with Microsoft Office, including Excel, PowerPoint, Word, and Outlook.
• Strong analytical, written, and verbal communication skills, with exceptional organization, attention to detail, and follow-through.
• Ability to manage multiple projects with competing deadlines and work effectively in a fast-paced environment.
• Team-oriented attitude, strong work ethic, commercial awareness, and discretion when handling highly confidential or sensitive information.
• Series 7 and Series 66 required; certifications must be obtained within three months of employment.

Culture & Benefits

• Training and development opportunities, firmwide professional networks, wellness programs, personal finance offerings, and mindfulness programs.
• Competitive benefits are generally available to active, non-temporary, full-time and part-time US employees working at least 20 hours per week.
• Reasonable accommodation is available during the recruitment process for candidates with special needs or disabilities.
• Commitment to diversity, inclusion, and equal employment opportunity.