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Portfolio Evaluation Analyst

Company: Fisher Investments
Location: Plano
Posted on: April 2, 2024

Job Description:

Are you a methodical thinker and motivated to guide others? As a Portfolio Evaluation Analyst at Fisher Investments, you'll use your expertise in portfolio management and passion towards affecting clients' financial lives.

The Opportunity:

As a Portfolio Evaluation Analyst, you have the opportunity to work under the guidance of our Investment Policy Committee (IPC) and make customized decisions to clients' asset allocations. Our team evaluates each client's financial situations to ensure portfolios are optimally positioned to achieve long-term goals. During this process, you'll collaborate closely with other internal departments, including Research, Service, Sales and several other areas.

You will take ownership and accountability, meet deadlines and produce high-quality customized portfolios, and observe feedback whenever possible. With the ability to provide clarity in an ambiguous environment while contributing rationale consistent with our investment philosophy.

The Day-to-Day:

  • Evaluate clients' investment goals and financial situations to produce optimal asset allocation and benchmark recommendations, while always prioritizing clients' interests
  • Partner with our Investment Counselors to help them navigate clients through nuanced financial situations and provide coaching towards portfolio recommendations
  • Provide direction and assistance for new and ad hoc projects to demonstrate our firm's commitment to bettering the investment universe
  • Review and create specialized solutions for clients and potential clients with unique financial and tax situations
  • Appraise the appropriateness of clients' and prospective clients' outside annuities
  • Occasionally engage with clients about portfolio evaluation matters to support Investment Counselors
    Your Qualifications:
    • Series 65 (preferred) and Bachelor's degree or equivalent work experience
    • 5+ years experience working with investment and financial planning concepts
    • Understanding of extensive portfolio management practices
    • Collaborative approach with an emphasis on client focus
    • Consultative experience in the financial services industry
      Why Fisher Investments:

      We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. 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 dependents
      • A 50% 401(k) match, up to the IRS maximum
      • 20 days of PTO*, plus 10 paid holidays (*17 days of PTO and 3 days of sick time for California employees)
      • Family Support programs including 8 weeks Paid Primary Caregiver leave, adoption assistance and back-up child care
      • $10,000 fertility, hormonal health and family-forming benefit

Keywords: Fisher Investments, Plano , Portfolio Evaluation Analyst, Professions , Plano, Texas

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