Portfolio Manager

Location: Independence, OH, US; other location: Cincinnati, OH, US

Company

hirify.global provides investment management and holistic financial advice for high net worth clients and families.

What you will do

• Implement investment strategies for high net worth clients and families.
• Meet with clients in person and communicate by phone and in writing; prepare and review client reports.
• Advise on portfolio strategies and regularly review portfolios against asset allocation strategies, client goals, and IPS guidelines.
• Trade individual securities, ETFs, mutual funds, and alternative investments.
• Partner with financial planners on cash flow, estate, tax, and other financial planning needs.
• Support business development, investment committees, private opportunity reviews, and ad hoc client research.

Requirements

• 10+ years of experience in investment management, including a broad background in financial markets.
• Extensive knowledge of financial markets, investment instruments, regulations, economic theories and relationships, valuation tools, and basic statistical and financial concepts.
• Strong oral and written communication skills, with the ability to work directly with clients.
• Ability to maintain strict confidentiality when managing sensitive, privileged, material non-public, and client information.
• Flexible, adaptable, collaborative, and able to work in a fast-paced, dynamic team environment.
• Ability to proactively solve problems, resolve conflicts under pressure, maintain attention to detail, and demonstrate strong ethics and integrity.

Nice to have

• Bachelor's degree in Finance or Economics.
• MBA or CFA.

Culture & Benefits

• Team-based environment focused on partnerships, collaboration, and client outcomes.
• Medical, dental, and vision insurance.
• 401(k) and Health Savings Account.
• Paid maternity and parental leave.
• Tuition reimbursement.