Investment Portfolio Manager - CFA, CIMA, CFP

Location: Huntsville, Alabama, United States; onsite role at the Huntsville AL LOB.

Salary range target: $105,056.60–$139,430.00 USD annually, plus incentive eligibility.

Company

hirify.global provides banking and asset management services, including portfolio management for private wealth and institutional clients.

What you will do

• Manage a book of private wealth or institutional client accounts as Portfolio Manager.
• Work with clients and internal partners to define investment objectives and goals based on client priorities.
• Implement and communicate investment-related changes in line with Investment Working Group guidelines and Portfolio Management Group initiatives.
• Monitor portfolio modeling, trading, investment reviews, asset allocation flags, and other risk-related actions.
• Build relationships with partners and clients to retain and grow revenue from existing relationships.
• Participate in or lead sales processes and group projects focused on trust and investment management opportunities.

Requirements

• Bachelor’s degree or international equivalent.
• Five years of applicable knowledge or experience in investment or portfolio management, brokerage, finance, or an equivalent field.
• Analytical, organizational, and presentation skills.
• Knowledge of sales techniques and sales aptitude.
• Proficiency with applicable computer software programs.
• Verbal and written communication skills.

Nice to have

• Bachelor’s degree in Business Administration, Finance, or Economics.
• Technical training in financial and economic markets.
• Progress toward the Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), or Certified Investment Management Analyst (CIMA) designation.

Culture & Benefits

• Performance-driven career environment focused on quality, integrity, and results.
• Paid vacation and sick time.
• 401(k) with company match, medical, dental, vision, disability, health savings account, and flexible spending account benefits.
• Life insurance, parental leave, employee assistance program, and associate volunteer program.
• Incentive plan based on performance against defined metrics and goals.