Investment Advisor II (Investments)

Location: Boston, MA, US; hybrid work arrangement

Salary: $120,500–$205,000 per year. The stated range applies when the work is performed in Connecticut and may be adjusted for another location.

Company

hirify.global is a Catholic fraternal benefit society providing insurance, investment, and annuity products while supporting charitable and faith-based initiatives.

What you will do

• Support the OCIO Lead with client investment program implementation, trade calculations, portfolio manager coordination, and allocation adjustments.
• Monitor client portfolios against target allocations and identify rebalancing opportunities related to cash flows and market movements.
• Help develop investment strategies using capital market assumptions, risk tolerance, and client objectives.
• Prepare and update investment policy statements, quarterly reports, performance reviews, client presentations, and Asset Allocation Committee materials.
• Support sales and business development through RFP responses, data collection, and presentation preparation.
• Participate in client meetings and analyze portfolio performance, attribution, risk characteristics, and benchmarks while collaborating with client service and operations.

Requirements

• Authorization to work in the United States is required.
• Visa sponsorship is not available.
• BA or BS degree.
• 3–7 years of experience in a similar role.
• Knowledge of portfolio construction, asset allocation theory, capital market expectations, macroeconomic conditions, and investment analysis.
• Strong written, verbal, analytical, quantitative, presentation, and deadline-management skills; experience with Bloomberg and advanced Excel.

Nice to have

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

Culture & Benefits

• Flexible workweek schedules, 13 paid holidays, vacation, and paid sick leave.
• Certification, designation, and tuition reimbursement programs.
• 401(k) matching contributions and company-funded cash balance retirement plans.
• Health, dental, vision, short-term and long-term disability, and life insurance benefits.
• Paid childbirth and parental leave, including for adoptive and foster parents.
• Health club reimbursement and an Employee Assistance Program.