Sr. PDM Analyst (Fintech)

TL;DR

Sr. PDM Analyst (Fintech): Developing and evaluating operational processes for regulatory document management and fulfillment within the financial services sector with an accent on productivity, ROI, and quality service. Focus on optimizing end-to-end workflows, coordinating UAT, and creating detailed process documentation for investment securities.

Location: Hybrid: Must be based in Edgewood, NY (2 days per week in office)

Salary: $70,000 – $90,000 USD annual

Company

hirify.global provides financial technology solutions to empower global financial institutions through streamlined regulatory document management and fulfillment.

What you will do

• Develop, implement, and evaluate processes to ensure business goals and cost requirements are met.
• Support post-sale regulatory document management for mutual funds, ETFs, and other investment securities.
• Coordinate high-volume transaction-oriented assignments and act as a lead for the team.
• Create business requirements, SOPs, training guides, and detailed process maps.
• Lead User Acceptance Testing (UAT), including test planning, execution, and defect coordination with technology teams.
• Collaborate across Operations, Product, Technology, and Client Services teams to improve efficiency.

Requirements

• 3–5 years of experience in post-sale fulfillment operations within the financial services industry.
• Knowledge of regulatory document management for various investment securities.
• Experience with UAT, process documentation, and SOP development.
• Must be based in or be able to commute to the Edgewood, NY office 2 days per week.
• Strong analytical, organizational, and communication skills.
• Availability for off-hour engagement when required.

Culture & Benefits

• Hybrid work model providing flexibility to work remotely 3 days a week.
• Comprehensive benefit offerings including insurance and corporate perks.
• Collaborative, engaging, and inclusive work environment.
• Opportunities for professional growth and career development within a growing team.