Analyst, Portfolio Management (Equities)

TL;DR

Analyst, Portfolio Management (Equities): Supporting the daily oversight and management of equity portfolios with an accent on cash management and corporate event analysis. Focus on improving process efficiency, handling large data sets, and collaborating across business functions to ensure consistent investment exposure.

Location: Austin (Hybrid). This job is not eligible for immigration sponsorship.

Company

hirify.global is a global investment firm implementing systematic investment philosophies across diverse solutions.

What you will do

• Support cash management including credit lines, currency hedges, and cash forecasting.
• Analyze voluntary corporate events and recommend elections to Portfolio Managers.
• Prepare data for client and executive presentations.
• Execute ad-hoc requests and projects to increase process efficiency.
• Collaborate across business functions including Trading, Research, Technology, Legal, and Compliance.

Requirements

• Bachelor’s degree.
• Strong understanding of and alignment with Dimensional’s investment strategy.
• Excellent quantitative problem-solving and analytic skills.
• Comfort working with large data sets and high attention to detail.
• Must be authorized to work in the US without immigration sponsorship.

Nice to have

• Knowledge of SQL, VBA, and/or Excel.
• Background or interest in financial theory.
• Aptitude for learning computer programming languages.

Culture & Benefits

• Access to the Analyst Development Program to facilitate career growth.
• Clear pathway and stepping-stones toward becoming a Portfolio Manager.
• Comprehensive benefits package and educational initiatives.
• Inclusive work environment with a strong commitment to equal opportunity.