Portfolio Manager (Investment Management)

Location: Springfield, Massachusetts or Boston, Massachusetts, United States

Salary: $148,300–$194,600 annually

Company

hirify.global is a purpose-driven financial services organization focused on long-term customer outcomes, investment solutions, and responsible stewardship.

What you will do

• Manage and oversee multi-asset mutual fund and ETF model portfolios, including asset allocation, manager selection, construction, monitoring, and rebalancing.
• Conduct investment due diligence on mutual funds, ETFs, separate accounts, liquid alternatives, and other investment vehicles.
• Analyze portfolio performance, risk characteristics, style exposures, and capital market developments.
• Develop and present portfolio recommendations, trade rationale, investment commentary, and advisor- and client-facing materials.
• Collaborate with investment, distribution, product, compliance, operations, and technology stakeholders on product enhancements and strategic initiatives.
• Contribute to portfolio analytics, due diligence frameworks, and investment decision-making processes.

Requirements

• Bachelor’s degree.
• 5+ years of experience in investment management, portfolio management, investment research, asset allocation, or a related investment role.
• 3+ years of experience conducting investment manager, mutual fund, ETF, or investment vehicle due diligence.
• 3+ years of experience analyzing mutual funds, ETFs, separately managed accounts, model portfolios, or multi-asset strategies.
• 3+ years of experience using quantitative analysis, performance attribution, risk metrics, portfolio analytics, or investment research methodologies.
• FINRA Series 7 and Series 66 required at application or within 180 days.

Nice to have

• CFA Charterholder or candidate, MBA, or an equivalent advanced degree or designation.
• 7+ years of portfolio management or investment research experience.
• Experience with model portfolios, managed accounts, OCIO, UMA, or wealth management platforms.
• Knowledge of alternative investments, liquid alternatives, private markets, and institutional investment strategies.
• Familiarity with Morningstar Direct, FactSet, Bloomberg, Envestnet, and portfolio analytics platforms.

Culture & Benefits

• Clear ownership and accountability connected to company and customer outcomes.
• Collaborative environment that welcomes diverse perspectives.
• Learning, development, and internal networking opportunities.
• Employee-led communities and forums supporting connection, learning, and inclusion.
• Culture grounded in integrity, responsibility, and stewardship.