Operations Associate

2 weeks ago


Vancouver WA, United States Fisher Investments Full time

Do you enjoy solving puzzles, supporting internal clients and improving the way work gets done? As a Portfolio Operations Associate, you will learn Fisher Investments' unique investment process and become an essential resource for our client Relationship Managers. You will translate the investment strategies designed by our Investment Policy Committee (IPC) into applicable orders for our trading team. By generating orders consistent with their recommendations, you maintain the integrity of portfolios for our high-net-worth clients and help them reach their long-term financial goals.
We hire from all majors and backgrounds because we believe we're better off with the diversity it brings. You will report to your Team Leader who will help you develop skills that are transferable to future positions as you progress in your career.
Summer 2025 start.
Create and process orders for daily account maintenance and client cash flow needs
* Bachelor's degree or equivalent combination of 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
* 20 days of PTO, plus 10 paid holidays
* Family Support programs including 8 week Paid Primary Caregiver Leave, fertility, family forming, and hormonal health assistance and back-up child, adult, and elder care
* $



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