Associate, Fund Finance

Location: Charlotte, United States; hybrid

Company

hirify.global provides fund-related financial administration and oversight across asset management products.

What you will do

• Oversee service provider billing workflows from invoice receipt through accurate and timely payment.
• Review vendor contracts, policies, rates, expense ratios, caps, and waivers.
• Prepare and review fund prospectuses and reporting for the North American Fund Board.
• Support fund launches, mergers, conversions, external audit requests, and regulatory filings.
• Improve processes through technology, data manipulation, systems integration, and data visualization.
• Maintain operational data tables, procedures, SharePoint lists, and process documentation.

Requirements

• Bachelor’s degree in Finance, Accounting, Business, or a related discipline.
• 3+ years of financial services experience with asset management products such as mutual funds, ETFs, hedge funds, or private funds.
• Experience working with or closely alongside third-party service providers.
• Strong analytical, critical-thinking, communication, interpersonal, and organizational skills.
• Ability to manage multiple deadlines, identify operational risks and inefficiencies, and handle confidential information discreetly.
• Intermediate to advanced Excel skills; experience with Business Intelligence solutions, databases, or programming is relevant to the role.

Nice to have

• Fund accounting knowledge.
• Experience with electronic payments, including Fedwire and SWIFT.
• Experience with Alteryx, Power BI, Power Automate, SQL, Python, Tableau, or VBA.

Culture & Benefits

• Comprehensive benefits supporting employees and their families.
• Educational initiatives supporting professional development.
• Programs and events focused on company history, culture, and growth.
• Immigration sponsorship is not available for this role.