Director of Investment Advisory and Client Portfolio Management

Location: New York, United States

Salary: $200,000–$250,000 annual base salary plus annual incentive

Company

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

What you will do

• Lead Client Portfolio Management & Strategy within the Investment Research Group.
• Provide investment expertise across asset classes, portfolio strategies, managers, markets, and macroeconomic developments.
• Develop portfolio analytical frameworks covering private equity modeling, portfolio look-throughs, capital gains, tax information, and exposure analysis.
• Advise relationship managers and clients on asset allocation, portfolio construction, rebalancing, manager performance, and investment policy compliance.
• Create client-specific reports, thought pieces, market commentary, and investment communications.
• Build and supervise a regional team of Client Portfolio Management & Strategy heads and analysts.

Requirements

• 15+ years of relevant investment experience.
• Experience engaging with ultra-high-net-worth individuals.
• BA or equivalent; a graduate degree or CFA is a plus.
• Exceptional data analysis and strong quantitative, qualitative, conceptual, and critical-thinking skills.
• Advanced Microsoft Office skills, particularly Excel.
• Excellent written and verbal communication, interpersonal, collaboration, client service, and attention-to-detail skills.
• High integrity, professional standards, and demonstrated passion for investing.

Nice to have

• Graduate School degree.
• CFA qualification.

Culture & Benefits

• Collaborative, high-performing environment focused on intellectual curiosity and independent thought.
• Inclusive culture that values diverse experiences and perspectives.
• High-quality benefits supporting health, financial security, income protection, and time off.
• Professional development opportunities and tailored learning support.
• Volunteer opportunities and flexibility to support personal and family experiences.
• Long-term partnership culture with mentoring and opportunities to contribute beyond the core role.