Fiduciary Services Specialist (Fintech)

TL;DR

Fiduciary Services Specialist (Fintech): Conducting specialized fund and ETF analyses for corporate and institutional clients with an accent on fiduciary reporting and annual contract renewal processes. Focus on implementing reporting methodologies, managing client communications, and ensuring high-quality delivery of regulatory materials.

Location: Hybrid, Gdansk, Poland

Company

hirify.global is a leading provider of fiduciary reporting services within the mutual fund industry.

What you will do

• Conduct specialized mutual fund and ETF analyses for corporate and institutional clients.
• Perform due diligence, statistical analysis, and documentation to meet specific client needs.
• Guide clients through the annual contract renewal process (15c) in accordance with the Investment Company Act of 1940.
• Serve as the primary liaison between the company and clients, managing ad hoc requests.
• Lead the production, packaging, and quality control of project materials.
• Act as the primary contact for all internal and external inquiries related to client projects.

Requirements

• Bachelor’s degree.
• Experience in the mutual fund, finance industry, or data analysis fields.
• Demonstrated success in project management.
• Proficiency in Excel, Word, InDesign, PowerPoint, and Acrobat.
• Strong ability to synthesize information across various sources.
• Must be based in or able to work from the Gdansk office (Hybrid)

Culture & Benefits

• Collaborative, engaging, and inclusive work environment.
• Culture focused on empowering associates to achieve more and develop their careers.
• Commitment to diversity, authenticity, and celebrating unique perspectives.
• Workplace designed to make associates feel safe, understood, and valued.