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Portfolio Operations Associate

Company: Fisher Investments
Location: Plano
Posted on: November 22, 2021

Job Description:

Overview:Do you enjoy solving puzzles, supporting internal clients and improving the way work gets done? As a Portfolio Operations Associate, you will learn Fisher Investments' unique investment process and become an essential resource for our client Relationship Managers. As a part of our Portfolio Management Group, you will support the investment process while having a diverse range of learning opportunities for engaging work and professional growth.The Opportunity:You will translate the investment strategies designed by our Investment Policy Committee (IPC) into applicable orders for our trading team. By generating orders consistent with their recommendations, you maintain the integrity of portfolios for our high-net-worth clients and help them reach their long-term financial goals.We hire from all majors and backgrounds because we believe we're better off with the diversity it brings. You will report to your Team Leader who will help you develop skills that are transferable to future positions as you progress in your career.Day-to-Day:Create and process orders for daily account maintenance and client cash flow needsBuild out new clients' portfoliosProvide trade rationale and recommendations to client relationship managers, as requested by clientsDevelop thoughtful solutions to improve our daily processesYour Qualifications:Bachelor's degree or equivalent combination of experienceManage complexity and coordinate across several departments under strict timelinesEager to work in a collaborative environment to aid high-volume outputConnect with a wide array of audiences by phone and emailComfortable working with numbersU.S. candidates must be fully vaccinated as defined by the medical community against COVID-19 and provide proof of such vaccination by date of hireWhy Fisher Investments:At Fisher Investments, we work for a bigger purpose: bettering the investment universe. From unmatched service to unique perspectives on investing, it's the people that make the Fisher purpose possible. And we invest in them by offering exceptional benefits like:100% paid medical, dental and vision premiums for you and your qualifying dependentsA 50% 401(k) match, up to the IRS maximum20 days of PTO*, plus 9 paid holidays8 weeks paid Primary Caregiver Parental LeaveBack-up Child Care Program available, offering up to 10 days annuallyA cumulative learning and development framework customized for every employeeAn award-winning work environment - we're Great Place to Work Certified, and Top Workplace winners from The OregonianWe take great pride in our inclusive culture. We value the different perspectives and unique skills you bring to the team - it makes us all better. Success at Fisher Investments is motivated by results, a collaborative mindset and a commitment to accomplishing great things - so if you are ready to do that, we are ready for you! Apply today to be a part of a team environment where you make a difference in the lives of people by bettering the investment universe.California employees accrue up to 17 days of PTO and 3 days of sick time per year.FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

Keywords: Fisher Investments, Plano , Portfolio Operations Associate, Other , Plano, Texas

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