Analyst/Associate, UMA Solutions (Fintech)

TL;DR

Analyst/Associate, UMA Solutions (Fintech): Supporting and enhancing unified managed account (UMA) offerings with an accent on investment strategy implementation, portfolio accounting, and client service. Focus on resolving operational issues, optimizing service delivery, and advocating for Dimensional’s investment philosophy.

Location: Charlotte, NC (Onsite)

Company

hirify.global is a global investment firm dedicated to delivering investment excellence through a systematic, research-based approach.

What you will do

• Provide day-to-day client service, portfolio accounting, and custody support.
• Assist advisors with UMA standard practices, including cash management and portfolio alternatives.
• Identify and implement process improvement opportunities for SMA service delivery.
• Support portfolio managers in account launches and service request completion.
• Resolve SMA operational issues and advocate for Dimensional’s investment process.

Requirements

• Bachelor’s degree in Finance, Accounting, Business, or Economics.
• Relevant internship or professional work experience.
• Strong critical thinking and written communication skills.
• Ability to manage multiple assignments in a fast-paced environment.
• Must be authorized to work in the US without immigration sponsorship.

Nice to have

• Proficiency in MS Excel.

Culture & Benefits

• Comprehensive employee benefits programs.
• Educational initiatives for career development.
• Focus on a collaborative, team-oriented work environment.