Associate (Finance)

TL;DR

Associate (Finance): Driving the expansion of strategic accounts and initiatives within the Third-Party Wealth Alternatives business with an accent on partnership management, product development, and cross-functional project execution. Focus on deepening client relationships, optimizing business processes, and leveraging data analysis to support commercial momentum for the global asset management franchise.

Location: Must be based in New York, United States

Salary: $100,000–$170,000

Company

hirify.global is a leading global investment management organization providing innovative investment solutions and advisory services to a diverse institutional client base.

What you will do

• Develop and manage strategic wealth and distribution partnerships.
• Partner with portfolio management and marketing to create materials for sales campaigns.
• Coordinate firm due diligence, client onboarding, and contract negotiations.
• Execute operational initiatives and perform business process evaluations.
• Create competitive analyses and drive strategic metrics programs.
• Manage annual budgeting and identify opportunities for spend optimization.

Requirements

• 3+ years of professional work experience.
• Must be based in New York, New York.
• Strong quantitative, analytical, and problem-solving skills.
• Advanced proficiency in PowerPoint and Excel (pivot tables).
• Demonstrated experience in a client-facing role.
• Ability to multitask and manage projects in a fast-paced environment.

Nice to have

• Prior experience in investment banking or asset management.
• Experience with collaboration tools like OneDrive, Confluence, and SharePoint.

Culture & Benefits

• Best-in-class benefits and wellness offerings.
• Opportunity to collaborate with senior leadership across sales verticals.
• Diverse and inclusive environment focused on integrity and transparency.
• Support for long-term professional growth and development.