3+ years of experience in portfolio management, including buy-side research and trading.
Experience with options and derivative strategy development is a plus.
Track record of effectively communicating insights that impact portfolios.
Strong data manipulation skills and proficiency in financial data systems.
Proven ability to simplify complex topics for diverse audiences.
Eagerness to apply expertise for client support.
Responsibilities
Monitor portfolio positioning and performance for committee review.
Develop options and derivatives management tools to enhance strategies.
Collaborate with team members to propose improvements to strategy execution.
Ensure compliance of trading and rebalance activities with committee expectations.
Effectively communicate strategy insights to clients and stakeholders.
Benefits
100% paid medical, dental, and vision premiums for employees and dependents.
50% 401(k) match, up to the IRS maximum.
20 days of vacation plus 10 paid holidays annually.
Family support programs, including paid caregiver leave and fertility assistance.
Potential eligibility for a hybrid work-from-home program based on tenure and performance.
Full Job Description
Overview
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
Develop options and other derivative management tools and operations to support new strategies
Work independently and with peers to create proactive proposals to improve strategy performance and execution
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:
3+ years of experience in a similar portfolio management role, including buy-side research and trading experience
Experience in options and other derivative strategy development, operations, trading, and/or investments a plus
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
Compensation:
$80,200 - $120,000 base salary per year in the state of WA - New hires should expect to start at the lower end of the range depending on experience
Eligible for a discretionary bonus based on firm and individual performance
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
Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care
This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change.
About Fisher Investments
Fisher Investments is a privately owned investment management firm founded in 1979 by Ken Fisher. The company is headquartered in Camas, Washington, and has offices in the United States, Europe, and Asia. Fisher Investments manages assets for individuals and institutions, including pension plans, endowments, and foundations. The company is known for its investment philosophy, which emphasizes a global perspective and a focus on long-term growth. Fisher Investments has been recognized for its performance and has won numerous awards for its investment strategies.
