Personal Wealth Financial Analyst (Wealth Management)

TL;DR

Personal Wealth Financial Analyst (Wealth Management): Providing relationship management and investment support for high-net-worth clients with an accent on portfolio optimization and asset allocation. Focus on conducting rigorous investment due diligence, executing trades, and designing bespoke investment strategies to meet client objectives.

Location: Chicago, Illinois, United States

Salary: $60,000 - $115,000

Company

hirify.global is a leading global investment banking, securities and investment management firm.

What you will do

• Collaborate with Private Wealth Advisors to provide comprehensive support for relationship management for high-net-worth and ultra-high-net-worth clients.
• Monitor client portfolios, assess manager performance, and recommend tactical investment ideas to optimize returns and manage risk.
• Design bespoke asset allocation proposals for new clients, integrating various managers and investment styles aligned with risk profiles.
• Prepare client-facing materials depicting asset allocation strategies, risk analytics, and historical performance.
• Conduct thorough due diligence on internal and third-party investment opportunities across public and private markets.
• Facilitate trade execution across equities, equity options, fixed income, and currencies.

Requirements

• Bachelor's degree from an accredited institution.
• Must be based in Chicago, Illinois.
• Strong demonstrable interest in financial markets and commercial instinct.
• Ability to excel in a fast-paced, high-pressure environment with strong organizational skills.
• Exceptional verbal and written communication skills for articulating complex financial concepts.
• Required to hold or obtain SIE, Series 3, 7, and 63 licenses within three months of employment.

Culture & Benefits

• Commitment to fostering diversity and inclusion in the workplace.
• Access to professional training, development opportunities, and firmwide networks.
• Comprehensive wellness, personal finance offerings, and mindfulness programs.
• Competitive benefits package for full-time US employees.