Associate Client Analyst - Custom Policy (Fintech)

TL;DR

Associate Client Analyst (Fintech): Supporting proxy voting work for internal partners and clients with an accent on governance analysis and data accuracy. Focus on reviewing SEC filings, applying client policy instructions, and organizing governance-related data.

Location: Hybrid in Markham, ON

Salary: $55,000 – $60,000 CAD

Company

hirify.global is a global fintech leader specializing in investor communications, governance solutions, and financial technology services.

What you will do

• Review SEC filings and proxy statements to capture key facts for governance analysis.
• Maintain governance-related data and perform rigorous quality checks to ensure record accuracy.
• Apply documented client policy instructions to meeting items and escalate complex exceptions.
• Conduct routine research and reporting on proxy voting activity and governance trends.
• Organize and validate large data sets using Excel to prepare team summaries and outputs.
• Collaborate with team members to resolve data or process issues and ensure timely completion of work.

Requirements

• Bachelor’s degree in Finance, Economics, Public Policy, Data Analytics, Sustainability, or a related field.
• Approximately 1 year of experience in corporate governance, proxy voting, research, or financial markets.
• Proficiency in Excel for data organization and validation.
• Must be based in or able to work in a hybrid setup in Markham, ON.
• Strong attention to detail and the ability to maintain quality during high-volume periods.

Nice to have

• Familiarity with Python for data analysis.
• Experience working with large data sets and performing data quality checks.

Culture & Benefits

• Comprehensive medical, dental, life, and vision insurance starting immediately upon hire.
• RRSP program with company match.
• Paid parental leave and competitive vacation days.
• Support for flexible work arrangements and home office setup for hybrid work.
• Inclusive culture focused on empowering associates to be authentic and grow their careers.

Hiring process

• Hybrid interview process including both virtual and in-person sessions.
• Comprehensive background check covering employment, education, credit, and criminal records.