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:
Your Qualifications:
Compensation
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:
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
Full Job Description ************** AUTOMOTIVE Finance & Insurance Manager Position Description: We are currently searching for an F&I manager to...
Apply For This JobWe are seeking a warm and friendly individual to join our Data Entry team. Candidates should be comfortable using a...
Apply For This JobJob Description Responsibilities: Senior Financial Analyst will provide support to the RAD organization as a trusted finance partner. Own end-to-end...
Apply For This JobJob Description  Solutions driven success.  XPO is a top ten global provider of transportation services, with a highly...
Apply For This JobJob Description Join the Carrier with a Family Feel, PREMIUM PAY and Daily Home Time! We know family is important...
Apply For This JobJob Description Calling ALL SUPERHEROES!!! Can you swoop in and Save the Day? Able to assist where needed? YOU are...
Apply For This Job