Analyst, Global Client Group (Finance)

TL;DR

Analyst, Global Client Group (Finance): Providing relationship management and analytical support for business development and retention of global clients with an accent on complex portfolio analysis and investment solutions. Focus on developing portfolio insights for RIAs, delivering educational webinars, and applying capital market research to portfolio management.

Location: Hybrid in Santa Monica, USA

Salary: $75,000 - $85,000

Company

hirify.global is a global investment firm focused on transforming the way the world invests through systematic investment solutions.

What you will do

• Construct complex portfolio analyses for current advisor clients and prospects.
• Identify and discuss key portfolio analysis findings with clients.
• Deliver educational investment-related webinars to advisor clients.
• Provide ad hoc investment solutions and client service via the Financial Advisor hotline.
• Assist in developing investment-related marketing materials and charts.
• Apply capital market research to portfolio management and advisor business practices.

Requirements

• Bachelor's degree with a strong academic record.
• 1-2 years of experience in the Financial Services Industry (including internships).
• Strong analytical and quantitative problem-solving skills.
• Proficiency in Excel and Access.
• Must obtain SIE, Series 7, and Series 63/66 licenses within the first 12 weeks of hire.
• Intention to pursue professional certifications such as MBA, CFA, or CFP.

Culture & Benefits

• Comprehensive benefits package to support family and career.
• Educational initiatives and professional development opportunities.
• Hybrid work environment.
• Inclusive corporate culture with a strong commitment to equal opportunity.