Analyst, Portfolio Management (Equities)

TL;DR

Analyst, Portfolio Management (Equities): Supporting daily portfolio oversight and investment process execution with an accent on cash management, corporate event analysis, and data preparation for client presentations. Focus on improving process efficiency, collaborating across internal teams, and developing foundational skills for a career in portfolio management.

Location: Must be based in Santa Monica, CA (Hybrid role)

Salary: $82,500 - $105,000

Company

hirify.global is a global investment firm dedicated to delivering consistent and efficient investment solutions based on modern financial economics.

What you will do

• Support daily cash management, including credit lines, currency hedges, and cash forecasting.
• Analyze voluntary corporate events and provide recommendations to Portfolio Managers.
• Prepare data and presentations for internal executives and clients.
• Collaborate with Trading, Research, Technology, and Compliance teams to ensure smooth operations.
• Propose and execute projects to enhance process efficiency and portfolio outcomes.
• Participate in the Analyst Development Program to build expertise in fund management.

Requirements

• Bachelor’s degree required.
• Must be authorized to work in the US without immigration sponsorship.
• Strong quantitative problem-solving and analytical skills.
• Comfort working with large data sets and high attention to detail.
• Demonstrated interest in finance and financial theory.
• Aptitude for learning programming languages and software.

Nice to have

• Proficiency in SQL, VBA, and Excel.
• Previous background in finance or investment strategy.

Culture & Benefits

• Comprehensive health and wellness benefits for employees and families.
• Structured Analyst Development Program with clear career progression paths.
• Educational initiatives and professional development support.
• Collaborative, research-driven work environment.