Investment Operations Analyst - Trade Support (Fintech)

Location: Hybrid role based in Reno, NV or San Ramon, CA; working hours are 10:00 AM–6:00 PM PT.

Salary: $92,500–$115,500 annual base salary. An alternate range of $101,500–$127,000 may apply in select locations, including the San Francisco Bay Area and New York City Metro Area.

Company

hirify.global provides a front-to-back system of record for investment managers, combining real-time data and embedded AI to automate investment operations and improve client experiences.

What you will do

• Manage account setups, maintenance updates, and portfolio group terminations.
• Execute investment accounting activities, including trade-date transaction recording, accruals, and period-end close support.
• Coordinate trade support and settlement workflows, including broker communication, CTM matching, confirmations, allocations, and T+1 settlement.
• Oversee corporate actions, pricing, FX rates, security master data, and related controls.
• Reconcile positions, cash, and tax lots; research, document, and resolve operational breaks and vendor exceptions.
• Deliver performance analytics, investigate customer inquiries, and identify automation and AI opportunities for scalable workflows.

Requirements

• Bachelor’s degree in Finance, Economics, Accounting, or a related field.
• 3–5 years of experience in investment operations or a related middle- or back-office function.
• Experience with portfolio accounting, reconciliations, performance reporting, and trade lifecycle management.
• Strong attention to detail, analytical and problem-solving skills, and the ability to resolve exceptions independently.
• Clear written and verbal communication skills for customer and cross-functional collaboration.
• Proficiency with Google Apps or Microsoft Office, especially spreadsheets; curiosity about AI-driven tools and automation.

Nice to have

• Experience with enterprise SaaS or fintech platforms.
• Familiarity with Slack, JIRA, Confluence, or Kantata.
• Exposure to APIs, AWS, or other cloud-based architectures.
• CFA or CPA designation, or progress toward one.

Culture & Benefits

• Must be authorized to work in the United States without employer sponsorship.
• Collaborative, transparent, high-performing environment focused on ownership, growth, and practical problem-solving.
• Unlimited vacation and educational and wellness reimbursements.
• $0-cost employee insurance plans and participation in the company stock plan, subject to applicable agreements.
• Opportunities for career advancement and direct impact on the product.