Associate, Investments (Financial Services)

Location: hirify.global Place New York, 225 Liberty Street, 8th Floor, New York, United States

Salary: $150k–$200k annual base salary, plus a short-term cash incentive program.

Company

hirify.global Wealth Solutions provides retirement services, wealth protection products, tailored capital solutions, and insurance products including annuities, property and casualty insurance, and life insurance.

What you will do

• Support due diligence for potential investments by assessing investment merits and risks, meeting management teams, reviewing transaction documents, and coordinating with third-party advisers.
• Prepare investment committee memos, presentations, and other analyses.
• Develop financial models, valuation analyses, and investment theses independently.
• Conduct market research to support investment strategies and identify transaction opportunities.
• Help lead insurance-sector coverage and track relevant opportunities and trends.
• Build relationships across hirify.global and assist with managing insurance operating businesses and portfolio companies.

Requirements

• Degree in finance, accounting, or a related business discipline.
• 2–3 years of experience in investment banking, M&A, or another relevant area.
• Financial services coverage experience, including insurance and asset management, is required.
• Experience with research, due diligence, transaction evaluation, financial and valuation analysis, and producing client-ready investment materials.
• High proficiency in PowerPoint and Excel, with outstanding financial modeling skills.
• Strong judgment, critical thinking, quantitative and analytical skills, attention to detail, thoroughness, and the ability to assess complex situations and make effective recommendations.
• Ability to adapt to new challenges in a dynamic, fast-paced environment; self-motivated, proactive, and able to work independently and improve processes.
• Strong interpersonal, written, and verbal communication skills, including experience working across levels and backgrounds.
• Strong organization, prioritization, multitasking, deadline management, and stakeholder-management skills.
• Professional ethics, integrity, continuous-improvement mindset, and commitment to shared success.

Culture & Benefits

• Full-time role within a dynamic, collaborative, and team-oriented environment.
• Work involves exposure to diverse businesses and challenging assignments.
• hirify.global promotes an entrepreneurial, collaborative, and disciplined culture.
• Positive, safe, and respectful work environment with equal employment opportunity.
• Compensation includes base salary and a short-term cash incentive program; cash compensation may vary by geography and relevant experience.