Investment Reference Data Associate

Location: El Segundo, California, United States

Salary: $100,000–$130,000 per year, plus eligibility for a discretionary annual bonus.

Company

hirify.global is an investment management firm operating an insurance platform supported by investment operations, portfolio management, and related functions.

What you will do

• Set up and maintain private credit, fixed-income, structured product, residential mortgage loan, and commercial mortgage loan securities in Security Master platforms.
• Review credit agreements and governing documents to extract and validate issuer details, coupons, payment dates, amortization schedules, covenants, and other economic terms.
• Synchronize security reference data across Everest, VPM, Markit EDM, Thinkfolio, and PAM.
• Partner with deal teams, traders, portfolio managers, Insurance oversight, and Quant teams to validate setups and resolve discrepancies.
• Execute reconciliations and data quality controls supporting investment, accounting, risk, and reporting outputs.
• Support system enhancements, integrations, workflow improvements, and cross-platform operational initiatives.

Requirements

• Undergraduate degree and 3–6+ years of relevant experience in investment operations, Security Master, reference data, or asset servicing.
• Experience setting up and maintaining fixed-income, private credit, or structured product securities.
• Ability to interpret credit agreements and governing documents and extract key economic and structural terms.
• Strong understanding of security lifecycle events and downstream effects on trading, accounting, and reporting.
• Advanced Microsoft Excel skills, strong attention to detail, organization, and ability to work with urgency under deadlines.
• Ability to communicate directly with traders, portfolio managers, and cross-functional stakeholders.

Nice to have

• Experience with RML and CML mortgage products.
• Familiarity with VPM, Everest, PAM, Thinkfolio, or Markit EDM.
• Experience with Bloomberg, S&P, Moody’s, Fitch, insurance asset management, or separately managed account platforms.
• Experience with system implementations, workflow redesign, data governance, controls, or operational risk frameworks.

Culture & Benefits

• Full-time employment with eligibility for a discretionary annual bonus based on personal, team, and firm performance.
• Work within a cross-functional investment operations environment supporting insurance, trading, portfolio management, quantitative, accounting, risk, and reporting functions.
• Focus on operational controls, data integrity, automation, and governance.