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Portfolio Analyst

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

Job Description:

Are you passionate about creating a positive impact? Do you enjoy learning the ins and outs of financial markets, portfolio management and investment research? Your skills and passions could help our ability to support our top-down portfolio management process and help more clients accomplish their investing goals.

The Opportunity:

As a Portfolio Analyst at Fisher Investments you have the opportunity to support our Investment Policy Committee's portfolio management process by developing strategy and market expertise. You will work closely with our Research Analysts, Trading and Implementation peers and other Portfolio Engineers to develop expertise across aspects of portfolio management processes, including leading rebalances and overseeing trade life cycles. In this highly impactful role, you will communicate your strategy expertise and insights to internal clients and to the firm's largest, most sophisticated clients and prospects, via client meetings and written/visual deliverables. You will report directly to the Portfolio Engineer Group Manager for support and development.

The Day-to-Day:

  • Monitor and evaluate portfolio positioning and performance, with ad hoc elevations to the Investment Policy Committee
  • Work independently and with peers to create proactive proposals to improve strategy performance
  • Ensure all trading and rebalance activity accurately reflects the Investment Policy Committee's expectations
  • Communicate your strategy expertise to internal and external clients and stakeholders

    Your Qualifications:
    • 5+ years of experience in a similar portfolio management role, including buy-side research and trading experience
    • A demonstrated history of communicating insights and creating portfolio impacts
    • Ability to manage and manipulate large data sets, proficiency in financial data systems
    • Professional experience taking complex topics and breaking them down for others
    • You have a desire to leverage your knowledge and skills to support our clients

      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
        FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

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

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