Client Portfolio Manager (Asset & Wealth Management)

TL;DR

Client Portfolio Manager (Asset & Wealth Management): Supporting hirify.global US Wealth businesses by communicating XIG public market views, strategy performance, and portfolio positioning with an accent on client-facing portfolio reviews and analytical work for mutual funds and sub-advised strategies. Focus on onboarding new strategies, producing recurring materials using AI, Excel, PowerPoint, and Morningstar Direct, and strengthening relationships with TPW wholesaling partners.

Location: West Palm Beach, FL, United States

Company

hirify.global Asset & Wealth Management provides investment and advisory services across traditional and alternative assets for global wealth clients.

What you will do

• Support US Wealth businesses (Private Wealth Management, Ayco, and Third Party Wealth) by attending internal and external client meetings via in-person or Zoom.
• Share detailed strategy performance, positioning, and active management themes with US PWM and Ayco advisors and key stakeholder groups.
• Assist with new strategy onboarding for US Private Wealth Management and Ayco.
• Communicate investment outlook and detailed portfolio positioning for two GSAM mutual funds with external sub-advisors.
• Build and maintain relationships with TPW regional wholesaling partners and clients.
• Partner with XIG Client Portfolio Solutions on analytical work, marketing material creation, portfolio construction analysis, and strategic initiatives.

Requirements

• Strong verbal and written communication skills.
• Strong knowledge of AI, Excel, PowerPoint, and Morningstar Direct to produce recurring materials (e.g., RFPs/DDQs and active management reviews).
• Strong interest in capital markets and asset management, including understanding traditional asset classes.
• Ability to work from the West Palm Beach, FL office location.

Culture & Benefits

• Work in a culture focused on integrity and transparency.
• Collaborate with teams across asset classes and regions.
• Support clients globally while building long-term relationships.
• Engage in investment opportunities across traditional and alternative investments.