Sr Investment Associate (Finance)

Location: Minneapolis, MN, United States; onsite full-time role

Salary: $70,490–$119,890 USD per year, plus potential discretionary bonus and benefits.

Company

hirify.global provides wealth management, asset servicing, asset management, and banking services to individuals, families, corporations, and institutions.

What you will do

• Prepare portfolio materials and reports for client account review meetings using EDS, PIMS, IMS, and PAS systems.
• Set up and maintain account documentation for new and existing clients, including payment instructions, securities pledges, addresses, investment guidelines, and fees.
• Respond to client and portfolio manager requests, process account information updates, transactions, cash transfers, fund trades, stock and bond certificates, and DTC transfers.
• Coordinate with clients, portfolio managers, tax specialists, and internal partners to resolve requests and research tax-cost discrepancies.
• Review fee worksheets, follow National Investment Guidelines and peer-review feedback, and apply sound risk-management practices.
• Support Investment Advisors with recommendations, participate in client meetings, and operate the GDWM tool during meetings.

Requirements

• Must be authorized to work in the United States without current or future employment-based visa sponsorship.
• One to three years of experience in the financial services industry.
• Knowledge of investment products, services, and terminology.
• Strong analytical, organizational, and communication skills.
• Expanded conceptual knowledge in the relevant job discipline and the ability to explain complex information clearly.
• Ability to work within established guidelines and policies and provide informal guidance to new team members.

Nice to have

• Coursework toward a CFA or CFP designation.

Culture & Benefits

• Retirement benefits including a 401(k) and pension.
• Medical, dental, vision, spending accounts, disability, life, and accident insurance.
• Paid time off and parental and caregiver leave.
• Flexible and collaborative work culture with internal mobility and accessible senior leadership.
• Inclusive workplace with opportunities to support local communities through philanthropy.