Senior Analyst, Security Referential Data

Location: Atlanta, GA, United States

Annual base salary: $90,000–$135,000 USD

Company

hirify.global provides financial services and investment management focused on supporting individuals, communities, customers, partners, and colleagues in achieving stronger financial futures.

What you will do

• Lead day-to-day team priorities, mentor teammates, answer complex questions, and drive consistent execution and quality.
• Own setup and independent review of private and public security masters, especially private credit, senior loans, bank loans, and complex fixed income instruments.
• Analyze private credit documentation and lifecycle events, including funded and unfunded commitments, delayed draws, revolvers, multi-part fundings, amendments, restructurings, paydowns, and rollovers.
• Lead data quality reviews, monitoring rules, reconciliations, issue investigations, root-cause analysis, and preventive control improvements.
• Partner with investment teams, Risk, Compliance, Technology, Operations, portfolio management, customers, and external data vendors to resolve issues and improve standards.
• Lead or co-lead initiatives that improve data quality, governance, operating efficiency, workflow controls, and downstream usability.

Requirements

• Bachelor’s degree in finance, economics, business administration, data management, or a related field.
• 10+ years of experience in investment management, financial services, or capital markets data, with progression into senior ownership, advisory, or leadership responsibilities.
• 7+ years of hands-on experience with security master, referential data, or investment data operations, including private and public security master data, complex instrument setup, exception management, data quality controls, and cross-functional issue resolution.
• Advanced working knowledge of investment platforms and market data tools, including BlackRock Aladdin and Bloomberg.
• Deep understanding of private credit markets, senior loans, bank loans, direct lending, funded and unfunded commitments, delayed draw structures, revolvers, multi-part fundings, tranche-level attributes, amendments, paydowns, lifecycle events, public fixed income, and other investment asset classes.
• Ability to interpret credit agreements, term sheets, notices, funding instructions, and other deal documentation to determine security master setup, identifier relationships, coupon conventions, commitment treatment, and downstream impacts.
• Senior-level judgment in a fast-paced environment, balancing production priorities, escalations, controls, and strategic initiatives.
• Leadership, mentoring, stakeholder management, communication, root-cause analysis, project management, organizational, analytical, and problem-solving skills.
• Advanced Excel and intermediate SQL skills, including analysis of large datasets, exception validation, reconciliations, and clear communication of findings.

Nice to have

• Advanced degree or relevant professional certification.
• Experience assessing downstream impacts across accounting, compliance, risk, trading, and portfolio management workflows.
• Experience with API or automation, cloud-based data platforms such as Snowflake, data quality tools, workflow tools, or enterprise data management platforms.
• Experience using or helping design agentic AI workflows, automation, or AI-enabled data quality processes.
• Interest in or progress toward CFA, CIPM, CAIA, FRM, or another relevant investment, data, or risk-focused credential.
• Experience with private credit and loan instruments is strongly preferred.

Culture & Benefits

• Purpose-driven, inclusive work environment focused on financial opportunity, collaboration, and respect for individual differences.
• Health, dental, vision, and life insurance plans.
• 401(k) plan with company matching contributions of up to 6% and an employer-paid cash balance retirement plan with a 4% contribution.
• Tuition reimbursement of up to $5,250 per year.
• 20 days of paid time off, nine paid company holidays, a flexible Diversity Celebration Day, and 40 hours of paid volunteer time per calendar year.