Client Portfolio Analyst (Financial Services)

TL;DR

Client Portfolio Analyst (Financial Services): Developing investment presentations, market commentary, and client-facing materials across retail and institutional channels with an accent on portfolio positioning, performance insights, and investment strategy communication. Focus on translating complex financial concepts into clear client messages, analyzing market and competitive trends, and supporting portfolio managers, sales, and distribution teams.

Location: New York, New York; hybrid work with at least four full days per week in the hirify.global office.

Salary: $105,000–$112,000 per year, plus incentive pay.

Company

hirify.global is a global investment management firm providing investment strategies and vehicles to clients across multiple regions and distribution channels.

What you will do

• Develop and update customized client and prospect presentations covering market dynamics, portfolio positioning, performance, and investment insights.
• Support Client Portfolio Managers and portfolio managers with client meeting preparation, roadshows, follow-up materials, and responses to client questions.
• Create investment commentary, thought leadership pieces, presentations, blogs, white papers, and talking points.
• Coordinate with investment, product, legal, compliance, marketing, and sales teams to ensure accurate and consistent content.
• Support product marketing initiatives, sales training, conferences, custom proposals, and client meetings across retail and institutional channels.
• Monitor market trends, competitive developments, investment themes, and strategy performance to communicate product differentiation.

Requirements

• 5–15 years of related experience in financial services.
• Strong understanding of financial markets, economics, investment strategies, portfolio positioning, risk attributes, and performance attribution.
• Excellent written and verbal communication skills, with the ability to translate complex investment concepts into client-friendly language.
• Proficiency with Bloomberg, Microsoft Office, Morningstar, and other relevant investment software.
• Strong relationship-building, influence management, business acumen, analytical, and creative problem-solving skills.
• Undergraduate degree required, preferably in business or a related discipline.

Culture & Benefits

• Hybrid workplace model requiring at least four full days per week in the office.
• Flexible paid time off.
• 401(k) matching of 100% up to the first 6%, with a discretionary supplemental contribution.
• Health and wellbeing benefits, parental leave, and employee stock purchase plan.
• Collaborative exposure to investment management, product, marketing, legal, compliance, sales, and distribution functions.