Summer Student - Institutional (Finance)

Location: New York, NY, United States. Hybrid schedule with expected onsite presence in the New York office up to 3 days per week.

Salary: $23.00 per hour USD.

Company

hirify.global provides financial and investment management services focused on improving access to financial opportunities for individuals and communities.

What you will do

• Support the Institutional Distribution group across Sales, Business Management, and Request for Proposal teams.
• Maintain accurate sales and client data in Salesforce, update contact details and professional biographies, and identify information gaps.
• Research institutional clients, external consultants, and relationships between client organizations and consulting partners.
• Analyze prospective clients’ financial statements to support opportunity assessment and sales prioritization.
• Prepare client meeting materials, track follow-up items, and support client segmentation for product-specific sales strategies.
• Collaborate with other summer students on a group project and use approved automation or AI capabilities to improve data quality and reporting.

Requirements

• High School Diploma or GED required.
• Currently pursuing an undergraduate degree in finance, business, economics, or a related field.
• Strong verbal and written communication skills.
• Strong organizational and project management skills with close attention to detail.
• Ability to work under pressure, deliver accurate work, work independently, take initiative, and manage multiple priorities.
• Customer-focused mindset and commitment to excellence.
• Working knowledge of Microsoft Word, Excel, PowerPoint, and Outlook.

Nice to have

• Interest in investment management, institutional distribution, sales, or financial services.
• Familiarity with Salesforce, Access, or other database and CRM platforms.

Culture & Benefits

• Purpose-driven, inclusive environment focused on customer service, collaboration, critical thinking, business acumen, and learning agility.
• Health, dental, vision, and life insurance plans.
• 401(k) savings plan with company matching contributions of up to 6% and an employer-paid retirement plan with a 4% cash balance contribution.
• Tuition reimbursement of up to $5,250 per year.
• Paid time off including 20 days, nine company holidays, a Diversity Celebration Day, and 40 hours of paid volunteer time annually.