Analyst, Investment Performance

Location: Hybrid; Minneapolis, Minnesota headquarters, with options to work from the Charlotte, North Carolina or Troy, Michigan offices. Applicants must already have U.S. work authorization that will not require visa sponsorship.

Base salary: $100,000–$115,000 per year, with potential variable compensation and benefits.

Company

hirify.global is a diversified financial services company providing financial planning and advice, asset management, and insurance services to individual, small business, and institutional clients.

What you will do

• Research, define, and document business requirements for investment performance reporting initiatives.
• Collaborate with product, technology, legal, compliance, marketing, training, implementation teams, and vendors on investment product and reporting projects.
• Oversee data quality, provide escalation support, and develop processes and procedures for ongoing performance reporting operations.
• Maintain and supervise control testing across performance tools, reporting processes, and underlying data.
• Support performance verification and compliance for third-party investment manager information on the Advisory Platform.
• Maintain business ownership of client and product performance reporting tools.

Requirements

• 3+ years of experience in the financial services industry.
• Bachelor’s degree or equivalent combined education and experience.
• Experience with investment performance measurement, analysis, and reporting, preferably in a broker/dealer environment.
• Knowledge of investment concepts, performance methodologies, asset allocation, benchmarking, and performance metrics such as alpha and beta.
• Ability to manage multiple projects and recurring operational tasks with limited supervision.
• Valid U.S. work authorization without current or future visa sponsorship requirements.

Nice to have

• Experience with account-level and product-level composite performance.
• Experience with performance measurement and portfolio accounting systems such as Pershing X, First Rate, InvestCloud, Envestnet, Morningstar Direct, or FactSet.
• CIPM or CFA certification, or progress toward either designation.
• Knowledge of Global Investment Performance Standards and retail investment products.
• Strong leadership skills for guiding junior colleagues through influence and subject-matter expertise.

Culture & Benefits

• Relationship-based, client-centric work environment centered on in-person collaboration.
• Regular virtual collaboration through Microsoft Teams.
• Vacation and sick time.
• 401(k) and health, dental, and life insurance benefits.
• Potential bonus, commissions, and long-term incentives depending on the role.