Client Portfolio Management Vice President (Quantitative Equity)

TL;DR

Client Portfolio Management Vice President (Finance): Delivering bespoke investment solutions for HNW and institutional clients with an accent on quantitative equity strategies and direct indexing. Focus on driving commercial outcomes through strategic client engagement, designing new investment products, and developing industry thought leadership.

Location: New York, NY, United States

Salary: $125,000–$290,000

Company

hirify.global is a leading global investment banking, securities, and investment management firm.

What you will do

• Drive commercial outcomes through direct client engagement and presenting at conferences.
• Serve as a product expert on QES investment strategies for internal and external clients.
• Create custom client proposals combining various investment products to meet specific investor goals.
• Collaborate with the portfolio management team to identify and design new products.
• Conduct market research, peer group analyses, and competitive analyses.
• Develop thought leadership and marketing content in collaboration with investment teams.

Requirements

• 5+ years of relevant work experience.
• Experience in a client-facing role working with financial advisors and HNW clients.
• Strong quantitative, statistical, and financial knowledge.
• Familiarity with various investment structures including separate accounts, ETFs, and options.
• Must be based in New York, NY.
• Strong proficiency in PowerPoint and Excel.

Culture & Benefits

• Competitive wellness and comprehensive benefits offerings for full-time employees.
• Eligibility for discretionary year-end bonuses.
• Entrepreneurial environment backed by the resources of a large global organization.