CRM Associate (Financial Services)

Location: London - One Canada Square, Level 25; frequent travel to Israel required.

Company

hirify.global is a global alternative asset manager investing in and operating assets and businesses across the global economy.

What you will do

• Support the full fundraising lifecycle, including marketing, client due diligence, onboarding, and relationship management.
• Prepare client materials, respond to investor requests, and coordinate follow-ups for meetings and due diligence sessions.
• Conduct market research, monitor industry trends, and develop investor and prospect lists.
• Coordinate internal stakeholders across teams to support coverage of Israeli institutional and wealth clients.
• Plan and execute roadshows, conferences, investor events, and bespoke client projects.
• Maintain Salesforce CRM data, reporting, documentation, and onboarding workflows.

Requirements

• 3–5 years of experience in financial services, with knowledge of property, infrastructure, private equity, or alternative asset funds.
• Proficiency in English and Hebrew.
• Strong investment, financial analysis, and reporting capabilities.
• High proficiency in Microsoft Word, PowerPoint, and Excel.
• Strong interpersonal, written, verbal communication, analytical, and problem-solving skills.
• Ability to multitask, manage detailed client requests, and work proactively in a fast-paced, team-oriented environment.

Culture & Benefits

• Collaborative, entrepreneurial, and disciplined working culture.
• Challenging assignments and exposure to diverse businesses and private market asset classes.
• Opportunities to work with institutional and wealth clients across international markets.
• Frequent travel to Israel as part of client coverage responsibilities.