Associate II - Portfolio Manager, Multi Asset Strategy

Location: Chicago, IL; hybrid work arrangement

Salary: $85,000–$110,000 per year, plus eligibility for an annual bonus.

Company

hirify.global Wealth Management provides investment, trust, and asset management services to high net worth individuals, business owners, and institutions through its wealth management companies.

What you will do

• Create daily and periodic trade activities for accounts and strategies, including rebalancing, new client implementations, and cash flows.
• Conduct investment research and due diligence on existing and prospective investments, and present recommendations to the Multi-Asset Strategy team.
• Execute model changes across trading and portfolio management systems, including Security APL, Advent APX, Moxy, Genesis, Morningstar Direct, and proprietary SQL databases.
• Review orders and trading activity with portfolio managers and evaluate the impact of trades on client accounts and investment strategies.
• Analyze investment performance, risks, asset allocation strategies, and portfolio construction techniques across multiple asset classes.
• Monitor portfolios for compliance with firm policies and client investment restrictions while supporting data integrity and process improvements.

Requirements

• Bachelor’s degree, ideally in Finance, Economics, or a related field.
• 2–7 years of experience in portfolio management, financial advisory, trading, and/or investment consulting.
• Experience with Microsoft Excel, Morningstar Direct, Bloomberg, Macrobond, and Advent.
• Experience with trading applications including Advent Moxy, Advent Genesis, Security APL, and Eze OMS.
• Ability to meet deadlines, prioritize projects, work independently, and collaborate effectively.

Nice to have

• Experience with SQL, Microsoft Access, or other databases.

Culture & Benefits

• Medical, dental, vision, life, disability, critical illness, accident, and pet insurance.
• Traditional and Roth 401(k) plans with company matching.
• Parental leave, employee assistance programs, flexible spending accounts, and tuition reimbursement.
• Employee stock purchase plan with a 5% discount, transportation benefits, and banking benefits.
• Family-friendly work hours and opportunities for career development through a promote-from-within culture.