Associate, Global Client Group (Finance)

TL;DR

Associate, Global Client Group (Finance): Developing complex portfolio analyses and delivering investment education for RIA clients with an accent on capital market research and client relationship management. Focus on constructing portfolio reports, managing the financial advisor hotline, and obtaining essential securities licenses.

Location: Hybrid in Santa Monica, CA. Not eligible for immigration sponsorship.

Salary: $81,000 - $118,000

Company

hirify.global is a global investment firm dedicated to transforming the way the world invests through evidence-based solutions and client-first strategies.

What you will do

• Construct complex portfolio analyses for current and prospective Advisor clients.
• Identify and communicate key findings of portfolio analyses to clients.
• Deliver educational investment-related webinars to Advisor clients.
• Manage the Financial Advisor hotline, providing solutions to ad hoc investment and service questions.
• Assist in the development of investment-related marketing materials and charts.
• Apply capital market research to portfolio management and understand Advisor business practices.

Requirements

• Bachelor's degree with a strong academic record.
• 2-4 years of experience in the Financial Services Industry.
• SIE, Series 7, and Series 63/66 licenses required (must be obtained within the first 12 weeks of hire).
• Strong analytical and quantitative problem-solving skills.
• Proficiency in Excel and Access.
• Legal authorization to work in the US; no immigration sponsorship available.

Nice to have

• Intention to pursue advanced investment certifications such as MBA, CFA, or CFP.

Culture & Benefits

• Comprehensive benefits package for employees and their families.
• Access to educational initiatives and professional development.
• Hybrid work environment.
• Culture focused on growth and celebration of company history.