Asset & Wealth Management, XIG, Public Strategies Client Portfolio Manager, Associate (AI)

Location: West Palm Beach, FL, United States

Company

hirify.global Asset & Wealth Management provides investment and advisory services across traditional and alternative asset classes for institutional and individual clients worldwide.

What you will do

• Support hirify.global US Wealth businesses, including Private Wealth Management, Ayco, and Third Party Wealth.
• Attend internal and external client meetings in person, by Zoom, by phone, and through portfolio reviews to discuss XIG public-market views and platform offerings.
• Provide detailed information on strategy performance, positioning, and active-management themes to US PWM and Ayco advisors and stakeholder groups.
• Assist with onboarding new strategies for US Private Wealth Management and Ayco.
• Communicate investment outlook and portfolio positioning for two GSAM mutual funds with external sub-advisors.
• Work with Client Portfolio Solutions colleagues on analysis, marketing materials, portfolio construction, and strategic initiatives while developing relationships with TPW regional wholesaling partners and clients.

Requirements

• Strong verbal and written communication skills.
• Strong knowledge of AI, Excel, PowerPoint, and Morningstar Direct for recurring RFPs, DDQs, and active-management reviews.
• Strong interest in capital markets and asset management.
• Understanding of traditional asset classes.

Culture & Benefits

• Work with colleagues across asset classes and regions in a culture focused on integrity, transparency, client relationships, and sustainable long-term performance.
• Collaborate with investment, advisory, and client portfolio teams supporting clients across the globe.