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Senior Portfolio Investment Analyst (Multi-Asset and ETFs)

95 000 - 110 000$
Формат работы
hybrid
Тип работы
fulltime
Грейд
senior
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
Senior Portfolio Investment Analyst (Multi-Asset and ETFs): Supporting portfolio implementation, ETF launches, multi-asset fund management, and cross-asset portfolio modeling with an accent on derivatives, scalable modeling tools, and risk controls. Focus on refining implementation workflows, building controls and automation, and coordinating with portfolio managers, traders, compliance, legal, and global trading desks.

Location: Baltimore, Maryland, United States; hybrid work with up to one day per week from home

Base salary: $95,000–$110,000 annually, depending on location, experience, and skills; discretionary bonus may apply.

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

  • Oversee strategy coverage and day-to-day portfolio implementation, escalating issues and driving resolution with a strong risk and control mindset.
  • Partner with Portfolio Managers and traders to define implementation processes for new strategies and support the management of Multi-Asset funds.
  • Coordinate ETF launches and ongoing fund management, including modeling, rebalancing, monitoring, and publishing proxy basket composition.
  • Evaluate and enhance portfolio modeling capabilities, tools, controls, and process automation for new client and regulatory mandates.
  • Provide subject-matter guidance on portfolio modeling, implementation, derivatives, and sophisticated investment workflows.
  • Collaborate with Capital Markets, Compliance, Legal, and PIAs across Baltimore, London, and Hong Kong to resolve guideline questions and align practices.

Requirements

  • Bachelor’s degree in Business, Finance, Economics, Math, or a related field, or an equivalent combination of education and relevant experience.
  • 4+ years of hirify.global or relevant industry experience.
  • Experience supporting equity, ETF, or cross-asset portfolios.
  • Strong analytical, problem-solving, communication, organizational, prioritization, planning, and execution skills.
  • Ability to process information efficiently, draw sound conclusions, and communicate recommendations clearly.
  • Data-driven mindset with strong technology aptitude.
  • Project management experience.
  • FINRA licenses are not required and will not be supported for this role.

Nice to have

  • Progress toward an MBA, MS in Finance, or CFA designation.
  • Direct experience with equity portfolios and ETFs.
  • Experience supporting ETF launches, fund implementation, or Capital Markets-related workflows.
  • Knowledge of derivatives and portfolio modeling across multiple asset classes.
  • Experience developing or enhancing modeling tools, controls, or process automation.

Culture & Benefits

  • Hybrid work schedule with up to one day per week from home.
  • Annual bonus eligibility and competitive compensation.
  • Retirement plan, health and wellness benefits, and online therapy.
  • Paid time off for vacation, illness, medical appointments, and volunteering.
  • Family care resources, including fertility and adoption benefits.
  • Inclusive workplace with equal opportunity and a collaborative culture.

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