Investment Advisor II

Location: Hybrid in Boston, Massachusetts, United States; authorization to work in the United States is required.

Salary: $108,450–$184,500; the stated range applies when work is performed in Connecticut and may be adjusted for another location.

Company

hirify.global is a tax-exempt Catholic fraternal benefit society providing life insurance, long-term care insurance, disability income insurance, investment, and annuity products to members and their families.

What you will do

• Support the OCIO Lead with client investment program implementation, trade calculations, portfolio manager coordination, and timely execution.
• Monitor asset allocations against targets and coordinate rebalancing and strategic allocation adjustments.
• Help develop client investment strategies using capital market assumptions, risk tolerance, and investment objectives.
• Prepare and update investment policy statements, quarterly investment reports, performance reviews, client presentations, and business-development materials.
• Participate in client investment meetings, analyze portfolio performance and risk, and prepare materials for Asset Allocation Committee meetings.
• Collaborate with portfolio management, client service, operations, sales, and business development teams; collect and analyze internal and external data.

Requirements

• BA or BS degree.
• 3–7 years of experience in a similar role.
• Functional knowledge of portfolio construction, asset allocation theory, and capital markets expectations.
• Strong analytical and quantitative skills, including experience evaluating portfolio performance, risk metrics, and asset allocation outcomes.
• Understanding of macroeconomic conditions and market environments, with the ability to articulate an investment view.
• Experience with Bloomberg and advanced Excel.
• Strong written communication skills for client presentations, investment reports, or business-development materials.
• Ability to present information clearly and concisely to multiple audiences and manage multiple deadlines.

Nice to have

• Familiarity with performance reporting, analytics, or data visualization tools.
• Relevant graduate degree.
• CFA candidacy or demonstrated commitment to professional investment credentials.

Culture & Benefits

• Mission focused on family, faith, charity, and financial security for members and their families.
• 13 paid holidays, vacation, paid sick leave, and flexible workweek schedules.
• Certification, professional designation, and tuition reimbursement.
• 401(k) plan with matching contributions and fully company-funded cash balance retirement plans.
• Health, dental, vision, short-term and long-term disability, term life insurance, parental leave, Health Savings Account contributions, health club reimbursement, and Employee Assistance Program.