5+ years of experience in portfolio management and investment strategies
Advanced qualitative and quantitative analytical skills
Proven ability to collaborate across teams and business units
Client-facing experience with high net worth individuals preferred
Expertise in constructing tax-aware portfolio solutions and proficiency with Axioma
Capability to develop tailored solutions for complex client situations
Bachelor's degree or equivalent experience
Responsibilities
Lead comprehensive evaluations of High AUM client investment objectives and financial situations
Serve as the primary PMG coordinator for complex High AUM client cases
Design and implement advanced portfolio allocation and transition management plans
Utilize Axioma and tax analysis to synthesize complex inputs and develop recommendations
Communicate directly with clients to present and strengthen recommendations
Support non-standard projects and complex casework with clear recommendations
Benefits
100% paid medical, dental, and vision premiums for you and qualifying dependents
50% 401(k) match, up to the IRS maximum
20 days of PTO plus 10 paid holidays
Family support programs including 8 weeks of paid primary caregiver leave and fertility assistance
Opportunity to participate in a hybrid work from home program based on role and performance
Full Job Description
Overview
The Opportunity:
Are you a methodical thinker, intellectually curious, and motivated to guide others? As a Portfolio Evaluation Analyst, you will deliver custom portfolio solutions for clients with complex and significant asset situations. You will report to the Portfolio Evaluation Group Manager and serve as the primary PMG coordinator and point of accountability for complex High AUM (High Assets Under Management) client cases. You will partner closely with High AUM Investment Counselors, Service Teams, and relevant partner teams to drive cohesive recommendations tailored to each client's goals, constraints, and broader financial situation.
The Day-to-Day:
Lead comprehensive evaluation of HAUM client investment objectives, financial situations, and constraints to develop tailored asset allocation, benchmark, and portfolio strategy recommendations.
Be the primary PMG coordinator and point of accountability for complex HAUM client cases to align stakeholders, surface tradeoffs, and drive cohesive recommendations across PMG and partner teams.
Design and implement advanced portfolio allocation and transition management plans for HAUM clients, ensuring that recommendations are thoughtfully tailored to reflect their unique risk profiles and investment goals.
Apply proficiency in Axioma, multi-year tax analysis, and tax-aware portfolio solutioning to synthesize complex inputs, evaluate alternatives, and develop recommendations for higher-stakes HAUM situations.
Communicate directly with clients to present and strengthen recommendations, participate in in-person client meetings, and travel as needed for client-related activity.
Provide direction and support for non-standard projects, ad hoc analyses, and complex casework tied to HAUM client needs, with an emphasis on delivering clear recommendations in situations that require elevated discretion and judgment.
Your Qualifications:
5+ years of experience with portfolio management and investment strategies
Advanced qualitative and quantitative analytical skills
Experience working across teams and working effectively across business units and partner functions to support cohesive client recommendations.
Ability to present recommendations to clients, participate in in-person client meetings, and travel as needed for client-related activity. Prior client-facing experience with high net worth individuals preferred.
Experience constructing tax-aware portfolio solutions and proficiency with portfolio optimization software, such as Axioma
Ability to develop non-standard solutions for complex client situations.
Bachelor's degree or equivalent experience
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.
