Sr Investment Associate

Location: Houston, TX, United States of America

Company

hirify.global provides wealth management, asset servicing, asset management, and banking services to individuals, families, corporations, and institutions.

What you will do

• Prepare portfolio materials and reports for client account review meetings.
• Maintain account documentation and process client requests, including cash transfers, fund trades, securities transfers, and account updates.
• Communicate with clients, portfolio managers, investment advisors, partners, and tax specialists regarding account and portfolio matters.
• Research tax-cost discrepancies, review fee calculations, and support appropriate account adjustments.
• Follow investment guidelines, peer-review feedback, and risk-management practices while making recommendations to support investment advisors.
• Participate in client meetings and use the GDWM tool to present portfolio information.

Requirements

• 1–3 years of experience in the financial services industry.
• Knowledge of investment products, services, and terminology.
• Strong analytical, organizational, and communication skills.
• Coursework completed toward a CFA or CFP designation.
• Expanded conceptual knowledge in the relevant job discipline and understanding of key business drivers.
• Ability to explain complex information in straightforward situations and analyze solutions using technical experience, judgment, and precedents.
• Ability to work within established guidelines and policies and provide informal guidance to new team members.
• Must be authorized to work in the U.S. without current or future employment-based visa sponsorship.

Culture & Benefits

• Flexible and collaborative work culture with accessible senior leaders.
• Internal movement is encouraged, with opportunities to contribute to an inclusive workplace and local communities.
• Employment-based visa sponsorship is not available for this opportunity.
• Reasonable accommodation is available throughout the employment process.