Analyst, Portfolio Management (Equities)

TL;DR

Analyst, Portfolio Management (Equities): Supporting the daily oversight and management of equity portfolios with an accent on cash management, corporate event analysis, and process efficiency. Focus on implementing systematic portfolio management processes and collaborating across business functions to ensure consistent exposure to higher expected returns.

Location: Hybrid (Santa Monica, Austin, or Charlotte, US)

Salary: $82,500 - $105,000

Company

hirify.global is a global investment firm that implements a systematic investment philosophy across its investment solutions.

What you will do

• Support portfolio cash management, including credit lines, currency hedges, and cash forecasting.
• Analyze voluntary corporate events and recommend elections to Portfolio Managers.
• Prepare data for Portfolio Manager presentations to clients and internal executives.
• Propose and execute projects that increase process efficiency and improve portfolio outcomes.
• Collaborate with internal and external teams including Trading, Research, Technology, Legal, and Compliance.

Requirements

• Bachelor's degree.
• Strong quantitative problem-solving and analytic skills.
• Ability to handle large data sets with high attention to detail.
• Demonstrated alignment with the firm's investment strategy and interest in financial theory.
• Effective verbal communication and presentation skills.

Nice to have

• Knowledge of SQL, VBA, and/or Excel.
• Aptitude for learning basic computer programming languages and software.

Culture & Benefits

• Comprehensive benefits programs for employees and their families.
• Educational initiatives and strong emphasis on professional development.
• Access to the Analyst Development Program as a stepping stone to becoming a Portfolio Manager.
• Commitment to equal opportunity and an inclusive work environment.