Personal Wealth Financial Analyst (Fintech)

TL;DR

Personal Wealth Financial Analyst (Fintech): Providing comprehensive support for relationship management and sophisticated investment processes for high-net-worth clients with an accent on portfolio oversight, asset allocation, and investment due diligence. Focus on executing trades, managing client onboarding, and synthesizing market research to deliver actionable financial strategies.

Location: Must be based in Dallas, TX, United States

Company

hirify.global is a leading global investment banking, securities, and investment management firm founded in 1869.

What you will do

• Collaborate with Private Wealth Advisors to support relationship management for high-net-worth clients and institutions.
• Monitor client portfolios, assess manager performance, and recommend strategic re-balancing opportunities.
• Design bespoke asset allocation proposals aligned with client risk profiles and investment objectives.
• Conduct thorough due diligence on internal and third-party investment opportunities across public and private markets.
• Facilitate trade execution across equities, fixed income, and currencies.
• Manage the new account onboarding process and provide overviews of digital reporting capabilities to clients.

Requirements

• Bachelor’s degree from an accredited institution required.
• Must be prepared to obtain SIE, Series 3, 7, and 63 licenses within three months of employment.
• Strong analytical and conceptual foundation in financial markets.
• Proven ability to excel in a fast-paced, high-pressure environment.
• Exceptional verbal and written communication skills.
• Meticulous attention to detail and strong organizational abilities.

Culture & Benefits

• Competitive benefits and wellness offerings for full-time employees.
• Commitment to diversity, inclusion, and professional development.
• Access to firmwide networks, training programs, and mindfulness initiatives.
• Supportive environment focused on long-term career growth and client impact.