Analyst (Finance)

Location: Must be based in Charlotte, NC (Hybrid role)

Company

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

What you will do

• Construct complex portfolio analyses for current and prospective financial advisor clients.
• Identify and communicate key findings from portfolio data to clients.
• Deliver educational investment webinars to advisor clients.
• Manage the client service line to provide solutions to ad hoc investment inquiries.
• Assist in the development of investment-related marketing materials and charts.
• Develop a deep understanding of capital market research and advisor business practices.

Requirements

• Bachelor's degree with a strong academic record.
• 1-3 years of experience in the financial services industry.
• Must obtain SIE, Series 7, and Series 63/66 licenses within the first 12 weeks of hire.
• Not eligible for immigration sponsorship.
• Strong analytical and quantitative problem-solving skills.
• Proficiency in Excel and Access.

Culture & Benefits

• Comprehensive health and wellness benefits for employees and families.
• Support for ongoing educational initiatives and professional development.
• Collaborative team environment with opportunities for direct client interaction.
• Commitment to equal opportunity and inclusive workplace practices.