Portfolio Implementation Intern (Finance)

Location: Onsite four days per week in Chicago or Dallas, United States

Pay: $37.50 per hour

Company

hirify.global is a U.S. wealth management platform serving high- and ultra-high-net-worth individuals and families through more than 40 offices.

What you will do

• Support the Portfolio Management Team in driving adoption of the centralized hirify.global Investment Platform.
• Gain exposure to traditional and alternative investment teams, products, and solutions.
• Run data analytics on investment strategies and analyze client portfolios.
• Assist with portfolio transition plans and the optimization of investment outcomes.
• Create marketing and education materials for clients and advisors.
• Build knowledge of hirify.global's investment solutions and communicate findings clearly.

Requirements

• Must be a rising senior by summer 2027.
• Currently enrolled in a degree program related to finance, economics, mathematics, or a related field.
• Coursework or experience in finance, economics, or mathematics, with strong analytical and quantitative skills.
• Ability to work independently and collaboratively in a fast-paced office environment.
• Strong attention to detail, prioritization, and written and verbal communication skills.
• Must be at least 18 years old and have unrestricted authorization to work in the United States; U.S. citizens or permanent residents are hired for U.S. employment opportunities, subject to stated exceptions.

Nice to have

• Proficiency in Microsoft Excel and other relevant financial software.
• Previous internship, work, or classwork experience in finance or a related field.

Culture & Benefits

• Full-time employment in a safe, healthy, and respectful workplace.
• 401(k) plan with employer matching.
• Medical, dental, vision, life, disability, and flexible spending benefits.
• Paid maternity and parental leave, commuter benefits, and corporate discounts.
• Training reimbursement, paid professional designations, and volunteer days.