Analyst, Financial Advisory (Investment Management)

Location: Hybrid work with regular onsite attendance in the New York or San Francisco office, United States.

Salary: $90,000–$105,000 per year, plus benefits.

Company

hirify.global is a global investment firm managing more than $100 billion in assets and building investment portfolios for families, institutions, and entrepreneurs.

What you will do

• Prepare client balance sheets and develop asset allocation analyses.
• Monitor investment performance and manage accurate quarterly portfolio reports.
• Build expertise in portfolio construction, asset classes, investment products, macroeconomics, and client customizations.
• Perform financial and estate planning analyses for clients.
• Participate in equity and options trading, with increasing responsibility for investment execution.
• Coordinate client tax data and documentation while supporting private investments, client interactions, and family office operations.

Requirements

• 2+ years of relevant professional or financial services experience.
• Bachelor’s degree required.
• Strong analytical and communication skills.
• Detail-oriented, thorough, trustworthy, intellectually curious, and mature approach.
• Interest in investment management and client service.
• Availability to work in either the New York or San Francisco office under the hybrid working policy.

Culture & Benefits

• Medical, dental, and vision insurance from the first day of employment.
• Life and disability insurance, mental health and fertility benefits, and backup childcare.
• Matching 401(k) and commuter benefits.
• Wellness and hybrid-work stipends.
• Support for professional certifications, tuition reimbursement, and coursework materials.
• Smart-casual dress code and an emphasis on diversity, inclusion, and reasonable accommodations.

Hiring process

• The posting supports talent pipelining for current and future Financial Advisory opportunities.
• Candidates should be prepared to discuss their experience, contributions, judgment, and use of AI tools in depth during interviews.