Associate, Evergreen Portfolio Management - Investment Data

Location: Boston, United States; hybrid work arrangement with 18 remote workdays per quarter subject to manager approval

Base salary: $120,000–$147,000 annually, plus discretionary annual bonus eligibility and potential long-term reward programs.

Company

hirify.global Partners is a global private markets investment firm managing evergreen portfolios and developing data-driven investment solutions.

What you will do

• Act as the primary liaison between Evergreen Portfolio Management and the investment data lake.
• Generate insights supporting liquidity planning, portfolio construction, and performance optimization across evergreen strategies.
• Develop data-driven recommendations and translate analytical findings into strategic actions with portfolio managers and senior investment professionals.
• Build cross-functional partnerships with Quantitative Investment Sciences to strengthen modeling and analytical capabilities.
• Create and maintain dashboards that turn complex investment data into actionable portfolio management views.
• Prepare internal and external materials for fundraising, client engagement, and firmwide inquiries, and develop new applications of data across private equity, private credit, and infrastructure strategies.

Requirements

• At least 2 years of experience in engineering, data science, or a quantitative investment environment.
• Proficiency in SQL, Python, and data analysis to support system design and testing.
• Experience with business intelligence tools such as Tableau, Power BI, or equivalent.
• Ability to work with large, complex structured and unstructured datasets, extract relevant insights, and rigorously validate data quality.
• Track record of identifying trends, distilling complexity into actionable conclusions, and clearly articulating the implications.
• Experience presenting findings to diverse audiences, including senior investment professionals.
• Bachelor’s degree or equivalent experience.

Nice to have

• Experience in investment management, private markets including private equity or private credit, or the FinTech industry.
• 3–5 years of business analyst experience in investment management or FinTech.

Culture & Benefits

• Collaborative, open-door culture focused on inclusion, diversity, mutual respect, and innovative thinking.
• Hybrid schedule with discretionary remote workdays subject to manager approval.
• Comprehensive total rewards package that may include retirement contributions, health insurance, income protection, paid time off and leave benefits, and well-being programs.
• Eligible employees may receive a discretionary annual bonus based on individual and firm performance.