Nonqualified Analytics Analyst (Fintech)

TL;DR

Nonqualified Analytics Analyst (Finance): Providing financial analysis and reporting for nonqualified retirement plans with an accent on asset and liability data modeling. Focus on managing deliverables to meet SLAs, researching life insurance concepts, and supporting client requests through financial models.

Location: Remote (USA). Must be authorized to work for any employer in the U.S. (no sponsorship provided, including CPT/OPT).

Salary: $65,600 - $92,675

Company

hirify.global is a financial services organization focused on helping customers achieve financial freedom through retirement planning and flexible financial solutions.

What you will do

• Provide financial analysis and reporting for nonqualified (NQ) retirement plan new business and existing clients.
• Manage deliverables to ensure SLAs are met, prioritize workloads, and adhere to department protocols.
• Enter asset and liability data into department data analytic models under the guidance of senior analysts.
• Research life insurance and NQ concepts to support analysis.
• Develop and work with less complex financial models for ad hoc and manual client requests.
• Support key initiatives, including market research, model optimization, and process improvements.

Requirements

• Bachelor’s degree and/or equivalent experience.
• Proficiency in Excel.
• Life insurance license within established guidelines.
• FINRA series 6 and 63 licenses within established guidelines.
• Authorized to work in the U.S. without sponsorship.
• Ability to pass FINRA fingerprinting.

Nice to have

• Experience in financial services or data analytics.

Culture & Benefits

• Comprehensive medical, dental, vision, and life insurance.
• 401(k) plan with company matching contributions up to 6%.
• Tuition reimbursement up to $5,250 per year.
• Generous paid time off, including company holidays and floating holidays.
• Paid parental leave, and short- and long-term disability.
• 16 hours of paid volunteer time per calendar year.