Operations Specialist (Asset Management)

Location: In-office in Cleveland, Ohio (44135), United States

Salary: $41,250–$68,750 per year, plus incentive eligibility.

Company

hirify.global is a financial services organization serving institutional and wealth management clients through its Asset Management Group.

What you will do

• Set up new accounts, fee schedules, fee cycles, effective dates, rates, and ranges.
• Configure accounts for accurate market value, income, and transaction-based fee calculations.
• Maintain existing accounts and update coding across multiple systems.
• Calculate and prorate fees using Microsoft Excel and Revport, close accounts, document activities, and post fees.
• Review colleagues’ processing and calculations, identify exceptions, and respond to fee-related inquiries.
• Support process improvements and train new team members during onboarding.

Requirements

• University or college degree, typically a bachelor’s degree, with less than one year of professional experience or completion of a formal development program.
• Intermediate to advanced Microsoft Excel skills, including formulas, queries, VLOOKUPs, INDEX/MATCH, and tables.
• Accuracy, attention to detail, analytical thinking, problem-solving, and risk awareness.
• Ability to manage multiple priorities, meet deadlines, communicate effectively, and work with multiple departments and organizational levels.
• Must work in the hirify.global office in Cleveland, Ohio.
• hirify.global does not provide employment visa sponsorship or participate in STEM OPT for this position.

Nice to have

• Experience in fund accounting, sub-accounting, securities, or trust.

Culture & Benefits

• Supportive in-office work environment focused on employee development and work-life balance.
• Eligible full-time employees may receive medical, dental, vision, life, and disability coverage.
• Benefits may include a 401(k) match, pension, stock purchase plan, dependent care support, and educational assistance.
• Paid time off may include holidays, occasional absence days, vacation, and parental leave.
• Wellness programs with financial incentives may be available.