Investment Operations Consultant (Finance)

TL;DR

Investment Operations Consultant (Finance): Supporting the implementation, monitoring, and servicing of client investment portfolios within the Private Wealth Custom Portfolio Solutions team with an accent on trade processing and portfolio integrity. Focus on coordinating with custodians, resolving trade-related issues, and optimizing operational workflows to ensure scalable growth.

Location: Springfield, Massachusetts or Boston, Massachusetts

Salary: $67,400–$88,400

Company

hirify.global is a purpose-driven organization focused on long-term impact and stewardship in the financial services sector.

What you will do

• Execute timely and accurate trade processing, including order entry, allocation, and post-trade reconciliation.
• Coordinate with custodians and trading platforms to resolve trade-related issues and ensure efficient execution.
• Monitor portfolios for data integrity, ensuring alignment with investment models, client restrictions, and regulatory requirements.
• Identify and escalate operational risks, trade errors, and process gaps to contribute to remediation efforts.
• Support the continuous improvement of workflows and automation to enhance scalability across portfolio operations.

Requirements

• Bachelor's degree.
• 2+ years of experience in investment operations, trading, or portfolio implementation.
• Must be able to pass a non-registered fingerprint background check to qualify as a fingerprinted person under FINRA.

Nice to have

• Experience in wealth management or client portfolio management environments.
• Familiarity with best execution principles, trade lifecycle, and portfolio rebalancing workflows.
• Series 66 and/or Series 7 certifications at the time of application.

Culture & Benefits

• Collaborative environment that values diverse perspectives and innovation.
• Clear areas of ownership and accountability connected directly to customer outcomes.
• Access to learning, development, and internal networks for continuous growth.
• Employee-led communities and forums that foster connection and inclusion.
• Culture grounded in integrity, responsibility, and stewardship.