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19 часов назад

Analyst, Investment Liaison (Investment Operations)

69 500 - 118 000$
Формат работы
hybrid
Тип работы
fulltime
Грейд
middle
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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TL;DR
Analyst, Investment Liaison (Investment Operations): Supporting the implementation, management, and operational execution of investment strategies across fixed income, multi-asset, equity, or private asset management with an accent on portfolio support, stakeholder coordination, reporting, and operational readiness. Focus on analyzing investment data, improving processes with Excel, Python, SQL, and AI-enabled tools, and coordinating complex activities across investment and business functions.

Location: Baltimore, Maryland, with hybrid work based at the Harbor Point headquarters and up to one day per week from home

Base salary: $69,500–$118,000 annually for Maryland, Colorado, Washington, and remote workers. Employees may also be eligible for a discretionary bonus.

Company

hirify.global is a global asset management organization providing equity, fixed income, and multi-asset investment solutions to individuals, advisors, institutions, and retirement plan sponsors.

What you will do

  • Support investment professionals with the implementation, management, and operational execution of investment strategies.
  • Partner with portfolio managers, research analysts, traders, and business teams across Operations, Technology, Risk, Distribution, Client Services, Compliance, and Legal.
  • Support investment team activities, account onboarding, operational readiness, data and reporting oversight, corporate actions, and GIPS compliance.
  • Contribute to fixed income research support, portfolio analysis, benchmark and performance reporting, or multi-asset attribution and guideline implementation.
  • Support equity product management and stakeholder coordination or customized private asset management solutions for high-net-worth and institutional clients.
  • Identify process improvements and contribute to strategic initiatives and business transformation projects.

Requirements

  • Bachelor's degree or an equivalent combination of education and relevant experience.
  • At least 2 years of relevant professional experience in financial services or investment operations.
  • Strong written and verbal communication skills, including the ability to simplify complex concepts for diverse audiences.
  • Strong analytical, critical-thinking, problem-solving, stakeholder-management, and cross-functional collaboration skills.
  • Advanced Excel skills; familiarity with Python, SQL, or other analytical tools is preferred.
  • FINRA licenses are not required and will not be supported for this role.

Nice to have

  • Experience in investment operations, portfolio support, or financial services.
  • Experience using AI-enabled technologies, automation tools, and emerging digital capabilities to improve operational effectiveness.
  • Progress toward or completion of a CFA and/or MBA.

Culture & Benefits

  • Hybrid work schedule with up to one day per week from home.
  • Annual bonus eligibility and a retirement plan.
  • Health and wellness benefits, including online therapy.
  • Paid time off for vacation, illness, medical appointments, and volunteering.
  • Family care resources, including fertility and adoption benefits.
  • Inclusive work environment with equal opportunity and support for diversity of backgrounds and perspectives.

Hiring process

  • Complete eligibility questions received by email and text message; the estimated time commitment is 3–5 minutes.
  • Eligible candidates record introductory video responses through HireVue; the estimated time commitment is 20–30 minutes.

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