Analyst, Client Implementation - IPS

Location: Chicago, IL, United States of America

Salary: $48,000–$72,000 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

• Onboard new clients and their portfolios to the Omnium (OMN) platform.
• Coordinate implementation activities with clients, service providers, OMN IT, IPS shared services, and international partners.
• Manage multiple implementation projects, project tracking documents, weekly client meeting updates, agendas, notes, and takeaways.
• Use financial instrument knowledge and accounting principles to validate portfolio data, analyze financial statements, and perform reconciliations.
• Support trade break resolution, transition activities to shared services, internal controls, and timely client setup within the internal control framework.
• Identify bespoke client requests, communicate issues, and escalate matters to the manager.

Requirements

• 0–1 years of experience.
• Bachelor’s degree in Finance, Accounting, Economics, or a related field.
• Knowledge of basic accounting principles and familiarity with financial markets and instruments.
• Proficiency in Microsoft Office applications and Bloomberg.
• Excellent oral and written communication, analytical, organizational, and problem-solving skills.
• Ability to manage multiple tasks accurately and on time, work independently and collaboratively, and remain flexible and adaptable to change.
• Client-service focus.
• Applicants must be authorized to work in the United States without employment-based visa sponsorship now or in the future.

Nice to have

• Experience in investment management, financial services, hedge funds or private equity funds, and/or project management.

Culture & Benefits

• Full-time employment in a flexible and collaborative work culture.
• Benefits include retirement benefits, including 401(k) and pension, medical, dental, vision, spending accounts, disability coverage, 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 an inclusive workplace.
• Reasonable accommodations are available throughout the employment process for individuals with health conditions and disabilities.

Hiring process

• Employment-based visa sponsorship is not available, including sponsorship for H-1B, L-1, TN, O-1, E-3, H-1B1, F-1, J-1, OPT, CPT, or other employment-based visa categories.
• Applicants requiring reasonable accommodation may contact the HR Service Center or discuss their requirements with the recruiter.