Investment Manager (Finance)

TL;DR

Investment Manager (Finance): Managing simple to moderately complex investment portfolios for fiduciary, agency, and IRA accounts with an accent on client service and organizational investment philosophy. Focus on analyzing capital market trends, developing investment objectives, and providing guidance on legal and tax consequences of investment decisions.

Location: Onsite in Oklahoma City, OK

Company

hirify.global Corporation Group is a stable and financially strong organization providing a wide range of banking and investment management services.

What you will do

• Manage client portfolios, primarily for fiduciary (irrevocable and revocable trust) accounts, agency, and IRAs.
• Collaborate with Relationship Managers, Wealth Advisors, and Trust Officers to deliver tailored investment solutions.
• Proactively communicate with clients regarding account activity, performance reporting, and investment objectives.
• Analyze research and trends in portfolio management and stay informed on capital market developments.
• Provide advice on the legal and tax consequences of investment decisions.
• Prepare professional reports and presentations for client meetings.

Requirements

• Bachelor's Degree in Business with 1-3 years of related experience, or 7-9 years of equivalent experience in financial markets.
• Must be based in Oklahoma City, OK.

Nice to have

• Pursuit of professional credentials such as CFA, CFP, or CIMA.

Culture & Benefits

• Commitment to integrity, knowledge, and high-quality service.
• Collaborative environment with an open-door policy and candid communication.
• Focus on personal and shared accountability and mutual respect.
• Excellent training and development opportunities to support long-term career growth.