Associate, Global Client Group (Finance)

TL;DR

Associate, Global Client Group (Finance): Developing and constructing complex portfolio analyses for RIA clients with an accent on capital market research and client relationship management. Focus on identifying key portfolio findings, delivering educational webinars, and providing technical investment solutions.

Location: Charlotte, USA. Hybrid. Not eligible for immigration sponsorship

Company

hirify.global is a global investment firm focused on transforming the way the world invests through evidence-based solutions.

What you will do

• Construct complex portfolio analyses for current and prospective Advisor clients.
• Identify and discuss key portfolio findings directly with clients.
• Deliver educational investment-related webinars to Advisor clients.
• Provide ad hoc investment solutions and support via the Financial Advisor hotline.
• Assist in the development of investment-related marketing materials and charts.
• Apply deep capital market research to portfolio management strategies.

Requirements

• Bachelor's degree with a strong academic record.
• 2-4 years of experience in the Financial Services Industry.
• Must obtain SIE, Series 7, and Series 63/66 licenses within the first 12 weeks of hire.
• Strong quantitative problem-solving and analytical skills.
• Proficiency in Excel and Access.
• Must be authorized to work in the US; no immigration sponsorship available.

Nice to have

• Intention to pursue advanced certifications such as MBA, CFA, or CFP.

Culture & Benefits

• Comprehensive benefits package for employees and their families.
• Access to professional educational initiatives.
• Inclusive corporate culture promoting equal opportunity.
• Hybrid work arrangement.