Client Delivery Advocate - Analyst (Fintech)

Location: Salt Lake City, Utah, United States; office work Monday–Thursday with remote work available on Friday.

Salary: $62,000–$70,000 per year, plus equity for full-time employees and an annual performance bonus.

Company

hirify.global provides financial technology and data solutions for investment reporting, portfolio management, and client account operations.

What you will do

• Manage financial reporting and data aggregation tools.
• Analyze portfolio performance and explain results to clients and partners.
• Conduct account-level reconciliation and research and resolve breaks, cancels, and corrections.
• Analyze private equity and hedge fund statements and consolidate data from multiple custodians and sources.
• Set up and maintain client accounts, financial assets, software configurations, data feeds, and custom reports.
• Support client onboarding, training, issue management, reporting, and the development of operational policies and controls.

Requirements

• Bachelor’s degree in finance, computer science, statistics, mathematics, data science, or a related field.
• Strong customer relationship, communication, organization, prioritization, and problem-solving skills.
• Comfort with technology and software applications, including strong Microsoft Excel and PowerPoint skills.
• Basic knowledge of database concepts and some programming; familiarity with Photoshop, HTML design, or similar tools.
• Knowledge of equities, bonds, ETFs, mutual funds, SMA/UMA, alternative investments, performance reporting, portfolio management, rebalancing, and RIA investment advisory operations.
• Ability to maintain accuracy and meet time-sensitive deadlines while collaborating with a team and working independently.

Culture & Benefits

• Fast-paced, performance-driven environment focused on accurate and timely delivery.
• Hybrid schedule with office work Monday–Thursday and remote flexibility on Friday.
• Employer-matched retirement plan and subsidized healthcare.
• Employer-paid dental, vision, telemedicine, and virtual mental health counseling.
• Parental leave and unlimited paid time off.