Associate Consultant, Integrated Portfolio Solutions

Location: Chicago, IL, United States of America

Salary: $61,500–$98,300 USD base pay annually

Company

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

What you will do

• Evaluate and resolve client queries independently using established procedures, and produce client reports.
• Support clients in understanding the impact of their investment decisions and maintain stakeholder relationships.
• Collaborate with upstream parties and internal stakeholders to improve query resolution and existing processes.
• Monitor work completed by junior staff, support prioritization and deliverables, and identify training needs.
• Identify and drive projects that increase team efficiency and productivity while meeting KPIs, service-level agreements, and objectives.

Requirements

• Bachelor’s degree, preferably in business, finance, technology, or a related field.
• 2–4 years of experience in investment banking or a related domain.
• Comprehensive understanding of processes, procedures, systems, tools, and concepts within investment banking.
• General knowledge of business and financial markets gained through education or experience.
• Excellent oral and written communication, time management, analytical, problem-solving, and multitasking skills.
• Ability to use judgment to make decisions independently and apply existing client procedures to formulate solutions.
• Proficiency with Microsoft Office tools; advanced Excel skills are preferred.
• Ability to understand and meet agreed KPIs, service-level agreements, and objectives.

Culture & Benefits

• Full-time employment in a flexible, collaborative, and inclusive work culture.
• Retirement benefits including 401(k) and pension, health and welfare benefits, paid time off, parental and caregiver leave, and life and accident insurance.
• Discretionary bonus program that may include an equity component.
• Internal mobility is encouraged, with accessible senior leaders and opportunities to support community initiatives.
• Applicants must be authorized to work in the U.S. without employment-based visa sponsorship. hirify.global does not sponsor U.S. work visas for this opportunity, including H-1B, L-1, TN, O-1, E-3, H-1B1, F-1, J-1, OPT, or CPT.