OTC/FX Associate Specialist, Integrated Portfolio Services (Fintech)

Location: Remote in the United States; Chicago, IL

Salary: $95,600–$162,400 USD annual base pay

Company

hirify.global provides wealth management, asset servicing, asset management, and banking services using technology and financial expertise.

What you will do

• Serve as an escalation point for internal teams and clients and act as an OTC/FX product subject matter expert.
• Lead and contribute to cross-functional projects, translating strategy into actionable plans, coordinating dependencies, and managing risks and trade-offs.
• Oversee affirmation, confirmation, booking, settlement, resets, fees, premiums, corporate actions, dividends, and coupons for OTC and FX trades.
• Manage multiple clients, hedge funds, and business lines while resolving transaction discrepancies with trading desks, control groups, and counterparties.
• Work with IT to develop and enhance the trade management system and assist with global staff training.
• Operate independently on large, technically difficult activities while supporting strategic business-function initiatives.

Requirements

• Five or more years of experience in FX or OTC structured and derivatives products operations, including settlement and documentation review.
• Bachelor’s degree strongly preferred.
• Strong knowledge of OTC and FX transaction types, including vanilla and more complex IRS, CDS, and equity products.
• Excellent math, analytical, written, oral communication, organization, and interpersonal skills, with meticulous attention to detail.
• Ability to manage multiple tasks under extremely time-sensitive conditions, resolve conflicts quickly, and work independently with minimal supervision.
• Proficiency in Microsoft Word, Excel including macros, Copilot, and Power Automate.
• Knowledge of OTC regulatory requirements across Dodd-Frank, EMIR, ASIC, and MAS.
• Applicants must be authorized to work in the U.S. without employment-based visa sponsorship now or in the future.

Nice to have

• Proficiency with TradeServ, MarkitWire/MarkitTradeManager, and eConfirm.
• Understanding of ISDA guidelines and documents.

Culture & Benefits

• Flexible and collaborative work culture with accessible senior leadership and opportunities for internal movement.
• Benefits include retirement benefits with 401(k) and pension, medical, dental, vision, spending accounts, disability coverage, paid time off, parental and caregiver leave, and life and accident insurance.
• Discretionary bonus program may include an equity component.
• Inclusive workplace with reasonable accommodation support and community-focused philanthropy.