Portfolio Evaluation Analyst

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Job description

Job Description Overview Are you a methodical thinker and motivated to guide others? As a Portfolio Evaluation Analyst at Fisher Investments, you'll leverage your expertise in portfolio management and passion towards impacting 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 leverage articulate communication to collaborate closely with other internal departments, including Research, Service, Sales and several other areas. The Day-To-Day:Evaluate clients' investment objectives and financial situations to generate optimal asset allocation and benchmark recommendations, while always prioritizing clients' interestsPartner with our Investment Counselors to help them navigate clients through nuanced financial situations and provide coaching towards portfolio recommendations Provide direction and assistance for new initiatives and ad hoc projects to demonstrate our firm's commitment to bettering the investment universeReview and formulate specialized solutions for clients and potential clients with unique financial and tax situations Appraise the appropriateness of clients' and prospective clients' outside annuities Occasionally engage with clients about portfolio evaluation matters to support Investment CounselorsThis position enables you to 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 consistently with our investment philosophy. Your Qualifications:The ideal candidate also has the following skills and experience:Series 65 (preferred) and Bachelor's degree or equivalent work experience5+ years' experience working with investment and financial planning concepts Ability to understand extensive portfolio management practicesCollaborative approach with an emphasis on client focusConsultative experience within the financial services industryU.S. candidates must be fully vaccinated as defined by the medical community against COVID-19 and provide proof of such vaccination by date of hireWhy Fisher Investments:At Fisher Investments, we work for a bigger purpose: bettering the investment universe. From unmatched service to unique perspectives on investing, 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 dependentsA 50% 401(k) match, up to the IRS maximum20 days of PTO*, plus 9 paid holidays8 weeks paid Primary Caregiver Parental LeaveBack-up Child Care Program available, offering up to 10 days annuallyA cumulative learning and development framework customized for every employeeAn award-winning work environment - we're Great Place to Work Certified, and Top Workplace winners from The OregonianWe take great pride in our inclusive culture. We value the different perspectives and unique skills you bring to the team it makes us all better.Success at Fisher Investments is motivated by results, a collaborative mindset and a commitment to accomplishing great things so if you are ready to do that, we are ready for you! Apply today to be a part of a team environment where you make a difference in the lives of people by bettering the investment universe.*California employees accrue up to 17 days of PTO and 3 days of sick time per year.FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER