Structured Finance Client Specialist (Fintech)

TL;DR

Structured Finance Client Specialist (Fintech): Supporting the growth of the Structured Finance Insights (SFI) product by managing client onboarding, trials, and data integration for credit professionals with an accent on CLO analytics and workflow optimization. Focus on bridging the gap between customer success and product development by translating complex client needs into technical requirements.

Location: Must be based in New York City and able to work in-office a minimum of 3 days per week

Salary: $85,000 - $105,000

Company

hirify.global is a leading global provider of credit intelligence, data, and analytics serving professionals across hedge funds, investment banking, and management consulting.

What you will do

• Manage end-to-end trial processes for prospective SFI clients, including setup, outreach, and conversion follow-up.
• Lead onboarding for new clients to ensure smooth platform adoption and rapid time-to-value.
• Facilitate data integration workflows using tools such as Intex, Moody's Structured Finance Portal, and Kanerai.
• Execute bespoke data projects and collaborate with the Data & Workflow team to troubleshoot integration issues.
• Monitor platform usage and proactively engage clients to assess satisfaction and identify expansion opportunities.
• Gather and document client feedback and use cases to inform the SFI product roadmap.

Requirements

• 2–3 years of experience in structured finance, CLO analytics, or a related field.
• Familiarity with CLO analytics platforms like Intex, Moody's Structured Finance Portal, or Kanerai.
• Working knowledge of CLO structures, tranche mechanics, and cashflow waterfalls.
• Bachelor's degree in Finance, Economics, Mathematics, or a related quantitative field.
• Must be based in New York City.
• Proficiency in Excel.

Nice to have

• Exposure to data vendors such as Bloomberg or Trepp.
• CFA candidacy or interest in pursuing the CFA designation.
• Familiarity with Python or SQL.

Culture & Benefits

• Competitive health benefits, matched 401k, and pension plans.
• Paid time off (PTO) and generous parental leave.
• Gym subsidies and educational reimbursements for professional development.
• High-performance culture centered on an action-oriented and customer-first mindset.