Associate Portfolio Advisor (Investment Management)

Location: Houston, TX, United States; onsite full-time

Company

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

What you will do

• Manage investment activities for personal trusts and individual portfolios.
• Assist with developing investment recommendations aligned with individual client objectives.
• Work with Investment Advisors and client service teams to understand strategies, revise goals, and execute portfolio opportunities.
• Coordinate portfolio activity and client requirements with clients, co-trustees, consultants, legal teams, and outside attorneys.
• Use portfolio management and wealth management tools, including CRA, Wealthbench, GPS, and WM Alternatives.
• Support initiatives, new capability rollouts, training, peer reviews, and continuous improvement while following investment guidelines and risk management practices.

Requirements

• At least 2 years of investment experience in the investment services industry.
• Knowledge of investment and portfolio management theory, accounting and financial principles, investment instruments, strategies, and marketplaces.
• Strong analytical and interpretive skills for connecting client needs with investment strategies.
• Ability to act as a resource for less experienced colleagues and lead small projects with manageable risks.
• Must be authorized to work in the United States without employment-based visa sponsorship now or in the future.
• hirify.global does not provide employment-based visa sponsorship for this opportunity.

Culture & Benefits

• Flexible and collaborative work culture.
• Opportunities for internal movement and access to senior leaders.
• Inclusive workplace focused on supporting clients and communities.
• Philanthropic opportunities through employee time and talent.
• Reasonable accommodations are available throughout the employment process.