Public Strategies Client Portfolio Manager, Associate (AI)

Location: New York, NY, United States; onsite role.

Salary: $100,000–$170,000 base salary, plus potential discretionary bonus.

Company

hirify.global Asset & Wealth Management provides investment and advisory services across traditional and alternative investments for institutional and individual clients worldwide.

What you will do

• Partner with the Multi-Asset Solutions outsourced CIO business on due diligence and selection of external investment managers for institutional client portfolios.
• Educate and advise clients on public equity, fixed income, and real asset strategies, including manager due diligence, portfolio construction, performance and risk evaluation, vehicle selection, and fees.
• Develop client and prospect presentation books, investment committee and client board reviews, requests for proposals, and investment analyses.
• Manage client inquiries and investment needs, communicate notable external manager updates, and prepare for ongoing client discussions.
• Collaborate with investment coverage, platform management, and lead portfolio management stakeholders across XIG and Multi-Asset Solutions.
• Support initiatives that improve client service, efficiency, research, and infrastructure.

Requirements

• Strong verbal and written communication skills.
• Strong knowledge of AI, Excel, PowerPoint, and Morningstar Direct for recurring client materials, active management analysis, and asset class analysis.
• Strong interest in capital markets and asset management, with an understanding of traditional asset classes.

Culture & Benefits

• Integrity, transparency, diversity, and long-term client success are emphasized.
• Collaboration spans asset classes, regions, investment coverage, platform management, and portfolio management teams.
• Competitive benefits and wellness offerings are generally available to active, non-temporary, full-time and part-time US employees working at least 20 hours per week.