3+ years of experience in portfolio management, buy-side research, or trading
Experience with options and derivative strategy development is a plus
Proven ability to communicate strategic insights and positively impact portfolios
Strong skills in managing large datasets and using financial data systems
Experience simplifying complex topics for diverse audiences
Passion for supporting clients with financial knowledge and skills
Responsibilities
Monitor and assess portfolio positioning and performance for the Investment Policy Committee
Develop derivative management strategies and tools to enhance new strategies
Propose proactive improvements to strategy performance and execution
Ensure trading and rebalancing activities align with committee expectations
Effectively communicate strategy insights to both internal teams and external clients
Benefits
100% coverage of medical, dental, and vision premiums for you and eligible dependents
50% 401(k) match up to IRS limits
20 days of paid time off plus 10 paid holidays
Robust family support programs including paid primary caregiver leave
Opportunity for hybrid work arrangement based on role 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
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
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.
