TL;DR
Investor Relations - Associate / Assistant Vice President: Servicing hirify.global’s rapidly growing EMEA Friends & Family client base by supporting high-net-worth investors and financial advisors through the entire onboarding process with an accent on ensuring subscription and AML documents are accurate, complete, and compliant. Focus on proactively identifying and resolving onboarding obstacles and delivering responsive, high-touch support.
Location: Lisbon, Portugal (hybrid: 3 days onsite, 2 days remote)
Company
hirify.global’s Investor Relations team operates within the Operations and Investment Product Management department, focusing on supporting clients and fund sponsors on its technology platform.
What you will do
- Guide financial advisors and high-net-worth investors through the onboarding process, ensuring accurate subscription and AML documents.
- Deliver white-glove service by providing responsive, high-touch support throughout the onboarding process on the hirify.global platform.
- Communicate effectively with advisors, investors, and internal partners, translating complex requirements into clear guidance.
- Proactively identify and resolve onboarding obstacles, including incomplete documentation or platform-related questions.
- Liaise with internal teams and third-party vendors to ensure accurate and timely client messaging.
Requirements
- More than 5 years of experience in financial services, preferably in a client service or investor relations role in alternative investments.
- Fluency in English is required, written and verbal.
- Strong Bachelor’s Degree.
- Excellent organizational skills and strong attention to detail.
- Able to meet hard deadlines and work effectively under pressure.
- Proficient computer skills, specifically Microsoft Office applications.
Culture & Benefits
- Work in a fast-paced, collaborative, and entrepreneurial environment.
- Hybrid work model: 3 days in office, 2 days remote.
- Opportunity to work with a broad range of clients.
- Focus on optimizing the user experience and ensuring overall client success.
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