Senior Investment Associate (Finance)

TL;DR

Senior Investment Associate (Finance): Supporting portfolio construction, pricing analysis, and investment governance for Pension Risk Transfer (PRT) portfolios with an accent on asset allocation and risk limits. Focus on building model portfolios, monitoring ALM exposures, and analyzing securitized credit and private markets to optimize risk-adjusted returns.

Location: Hybrid in Stamford, USA

Salary: $125,000 - $140,000 yearly

Company

hirify.global is a global leader in Pension Risk Transfer, managing significant premiums and servicing over a million annuitants.

What you will do

• Build and analyze model portfolios for new PRT transactions, including scenarios for asset allocation and risk limits.
• Support research into new asset classes, including securitized products, infrastructure, and renewables.
• Monitor portfolio exposures, ALM, and compliance limits, ensuring timely escalation of emerging issues.
• Produce portfolio analytics and reporting for senior stakeholders, highlighting key drivers and recommended actions.
• Maintain the investment deal pipeline and perform initial screening of new investment opportunities.
• Coordinate inputs from Risk, Finance, Operations, and Legal stakeholders to support deal review and governance.

Requirements

• BA/BS in finance, economics, mathematics, engineering, physics, statistics, or actuarial science.
• 2–5 years of experience in investment management, fixed income, insurance, pensions, or banking.
• Strong understanding of fixed income, credit markets, and investment risk metrics.
• Experience with securitized products, private markets, or insurance-related assets.
• Progress toward CFA, FRM, or CAIA qualifications is preferred.

Culture & Benefits

• Annual discretionary bonus plan.
• Comprehensive health insurance with optional HSA, dental, and vision care.
• Retirement savings through 401K.
• Paid vacation, sick time, and an employee assistance program.
• Commuter and transit programs, as well as optional supplemental health and pet insurance.