Назад
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5 дней назад

Investment Treasury Portfolio Analyst

90 000 - 180 000$
Формат работы
hybrid
Тип работы
fulltime
Грейд
middle
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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TL;DR
Investment Treasury Portfolio Analyst (Investment Management): Managing liquidity, funding, currency exposures, collateral, and portfolio financing across Wellington portfolios with an accent on cash positioning, currency rebalancing, repo activity, and risk monitoring. Focus on coordinating time-sensitive investment workflows across Portfolio Management, Trading, Operations, and client-facing teams while building scalable analytics and treasury tools.

Location: Boston, MA, United States. Hybrid schedule: office-based 4 days per week with flexibility to work remotely 1 day per week.

Base salary: USD 90,000–180,000 per year, plus potentially discretionary bonus, incentives, and benefits.

Company

hirify.global provides investment management solutions across global capital markets for institutional clients in more than 60 countries through proprietary research and a collaborative investment culture.

What you will do

  • Manage and rebalance portfolio currency exposures in response to cash flows, trades, benchmark changes, market movements, and client guidelines.
  • Support liquidity management through daily cash positioning, funding decisions, and escalation of liquidity or overdraft issues.
  • Manage regional repo activity and financing workflows, coordinating portfolio funding, collateral usage, and liquidity objectives.
  • Monitor portfolio positions, exposures, and market sensitivities against client guidelines, investment objectives, and risk expectations.
  • Partner with Portfolio Management, Trading, Operations, and client-facing teams to resolve issues and coordinate across regions.
  • Develop tools, analytics, and scalable workflows that improve transparency, reduce operational risk, and support the Investment Treasury platform.

Requirements

  • Approximately 3–5 years of relevant professional experience in investment management, trading, portfolio analysis, trade coordination, client transition, cash management, or a related capital markets role.
  • Strong quantitative and analytical skills, intellectual curiosity, attention to detail, and comfort using data to identify issues, explain outcomes, and improve decisions.
  • Demonstrated interest in capital markets; exposure to fixed income, foreign exchange, derivatives, liquidity management, or related investment workflows is favorable.
  • Sound judgment, risk awareness, and the ability to work effectively under time pressure, including knowing when to resolve issues independently and when to escalate.
  • Excellent written and verbal communication skills, with the ability to explain complex portfolio, liquidity, and risk topics clearly to investment, operational, and client-facing stakeholders.
  • Self-starter mindset, comfort with ambiguity, and willingness to improve processes, build scalable solutions, and contribute to a collaborative global team.

Nice to have

  • Experience with Python, SQL, or other coding tools, particularly for automation, analytics, and scalable workflow development.

Culture & Benefits

  • Private partnership with a collaborative culture that encourages independent thought and healthy debate.
  • Flexible work environment structured around four office days and one remote day per week.
  • Retirement plan, health and wellbeing, dental, vision, pharmacy, health savings, and flexible spending benefits.
  • Commuter program, employee assistance, life and disability insurance, adoption assistance, backup childcare, tuition/CFA reimbursement, and paid leave including holidays, sick, vacation, and volunteer time.
  • Eligible employees may receive discretionary corporate bonuses or incentives.

Hiring process

  • Applicants who do not meet every listed qualification are encouraged to apply if they believe they can excel in the role.
  • Reasonable accommodations are available for candidates with disabilities during the application process.

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