Portfolio Specialist Lead Analyst

Location: London, United Kingdom; hybrid work environment

Company

hirify.global provides investment management services to individuals and institutions building long-term financial security.

What you will do

• Create cash management equity program order baskets using the proprietary global modeling tool.
• Independently check order baskets and equity orders for accuracy before handing them to Trading for execution.
• Modify orders in trading systems and resolve portfolio guideline, client restriction, and compliance matters.
• Coordinate investment, trading, operations, and portfolio specialist teams to prioritize instructions and resolve order or transition issues.
• For non-US market coverage, confirm daily equity, fixed income, and derivative trading activity in DTCC CTM and complete trade-date matching.

Requirements

• Bachelor's degree or related investment and trading operations experience.
• Proven expertise in equity, fixed income, and derivative securities.
• Ability to work independently and effectively in a demanding environment with strong attention to detail and accuracy.
• Strong oral, written, organizational, communication, and interpersonal skills.
• Flexibility around the work schedule.

Nice to have

• Experience with MFS proprietary trading systems.

Culture & Benefits

• Hybrid work environment combining remote and onsite work.
• Collaborative culture focused on strong ideas and better investment outcomes.
• Inclusive and authentic workplace.
• Competitive benefits programs and family-friendly policies supporting work-life balance.