IRG Client Portfolio Manager (Investment Management)

Location: Chicago, Illinois, United States

Salary: $140,000–$190,000 annual base salary plus annual bonus target

Company

hirify.global is a global financial services firm providing investment, investor services, technology solutions, and client management expertise.

What you will do

• Represent IRG’s investment philosophy and multi-asset class portfolio approach to taxable and non-taxable clients.
• Prepare and present portfolio proposals, portfolio reviews, manager updates, reports, and investment commentary.
• Partner with Investment Research, CPMS, Relationship Managers, and Operations teams on client portfolio analysis and decision-making.
• Analyze portfolio exposures, asset allocation, performance, capital gains, tax information, and private equity models.
• Monitor legacy managers and individual holdings not covered by the Investment Research Team.
• Analyze market and macroeconomic developments, recommend portfolio rebalancing, and support investment-policy compliance.

Requirements

• BA or equivalent; an advanced degree, CFA, or CAIA is a plus.
• 8+ years of relevant investment-related experience.
• Experience combining investment expertise with direct client experience across multiple asset classes.
• Strong conceptual, critical-thinking, quantitative, qualitative, and data-analysis skills.
• Excellent written and verbal communication skills, interpersonal skills, and relationship-building ability.
• Experience with Microsoft Office, particularly PowerPoint and Excel, is required; experience managing or mentoring colleagues is expected.

Nice to have

• Knowledge of BBH products, practices, and investment philosophy.
• Advanced degree, CFA, or CAIA.

Culture & Benefits

• Partnership-based culture focused on collaboration, integrity, and long-term client relationships.
• Professional development, mentoring, healthcare, income protection, long-term savings, and paid time off.
• Work in a stable private partnership with opportunities to contribute beyond the immediate role.
• Collaborative environment with collective debate, knowledge sharing, and support from experienced colleagues.