Analyst - WMS Manager Research (Fixed Income)

Location: Charlotte, North Carolina, United States

Base salary: $105,000–$128,000 per year, plus potential variable compensation.

Company

hirify.global is a diversified financial services organization providing financial planning, asset management, insurance, and investment solutions.

What you will do

• Conduct qualitative and quantitative investment research, analysis, and manager selection for assigned product lines.
• Perform ongoing due diligence for fixed income mutual funds, exchange-traded funds, separate accounts, and investment strategists.
• Update, maintain, and improve analytical tools, models, and research processes.
• Manage relationships with external investment partners, including communication about performance, due diligence, and operational issues.
• Contribute to strategic and cross-organizational projects involving development, project formation, marketing, and maintenance.
• Support senior analysts and research activities across the broader organization.

Requirements

• 2–5 years of professional experience.
• Bachelor’s degree.
• Strong quantitative skills combining investment knowledge and technical expertise.
• Experience using Bloomberg, Excel, FactSet, or Morningstar Direct to analyze investments.
• Experience managing professional relationships with third-party institutions.
• Strong attention to detail and written and verbal communication skills.
• Series 7 license or ability to obtain it within 120 days.

Nice to have

• Prior manager research experience.
• CFA, CAIA, or CIMA designation.

Culture & Benefits

• Full-time, exempt position.
• Vacation and sick time.
• 401(k) plan.
• Health, dental, and life insurance.
• Potential bonus, commissions, and long-term incentives depending on the role.
• Inclusive and accessible recruitment process.