Multi-Asset Portfolio Specialist

Location: Chicago, IL, United States; full-time onsite role

Salary: $137,400–$233,600 USD per year, plus a discretionary bonus program that may include an equity component.

Company

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

What you will do

• Develop expertise across strategic and tactical asset allocation, portfolio construction, ETF model portfolios, and risk management.
• Partner with portfolio managers and research teams to communicate investment decisions, positioning, performance outcomes, and market views.
• Present portfolio positioning, market outlooks, performance attribution, and investment processes to institutional and wealth clients.
• Support RFPs, due diligence questionnaires, client inquiries, business development, and relationship management.
• Create investment commentary, market insights, white papers, presentations, and portfolio updates.
• Analyze portfolio performance, attribution, risk exposures, implementation outcomes, and reporting requirements.

Requirements

• Bachelor’s degree in Finance, Economics, Business, Mathematics, or a related field.
• At least 5 years of experience in asset management, multi-asset investing, portfolio management, research, or portfolio specialist/client portfolio management roles.
• Strong understanding of capital markets, asset allocation, portfolio construction, and investment management.
• Excellent written and verbal communication skills, including the ability to present to sophisticated investors.
• Strong analytical capabilities and the ability to interpret portfolio and market data.
• Must be authorized to work in the United States without employment-based visa sponsorship; visa sponsorship is not available.

Nice to have

• CFA designation or progress toward the CFA Charter.
• Experience with institutional investors, pension plans, endowments, foundations, family offices, or wealth management platforms.
• Knowledge of alternative investments, including private equity, private credit, and real assets.
• Experience with model portfolios, multi-asset, target date, OCIO, or outsourced investment solutions.

Culture & Benefits

• Flexible and collaborative work culture with accessible senior leaders.
• Internal mobility and career development opportunities.
• Retirement benefits, including a 401(k) and pension.
• Medical, dental, vision, spending account, disability, life, and accident insurance benefits.
• Paid time off, parental and caregiver leave, and well-being benefits.
• Inclusive workplace with reasonable accommodation support and community philanthropy initiatives.