Investment Associate (Wealth Management)

Location: Coral Gables, Florida, United States; onsite

Company

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

What you will do

• Prepare client presentations, portfolio materials, custom asset allocations, and performance reviews.
• Communicate with clients, Portfolio Advisors, and Client Service partners to handle requests and facilitate service changes or transactions.
• Process cash requests, trades, securities transfers, stock gifting requests, and other client-initiated transactions.
• Analyze accounts against investment guidelines and support portfolio rebalancing with Portfolio Advisor guidance.
• Maintain investment objective letters, account documentation, coding, files, and client or advisor reports.
• Research tax-cost discrepancies, manage monthly compliance meeting processes, and follow National Investment Guidelines.

Requirements

• Must be authorized to work in the United States without employment-based visa sponsorship now or in the future.
• Ability to prepare accurate portfolio materials and analyze client investment accounts.
• Ability to communicate with clients and internal service partners by telephone and written correspondence.
• Ability to process transactions and trades according to established deadlines and procedures.
• Ability to resolve atypical issues using established practices, precedents, and procedures.

Culture & Benefits

• Flexible and collaborative work culture.
• Opportunities for internal movement and access to senior leaders.
• Commitment to an inclusive workplace and community service.
• Reasonable accommodations are available throughout the employment process.