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Investment Portfolio Analyst

2 months ago

Portland, Oregon, United States Fisher Investments Full time

Are you driven by the desire to make a meaningful difference? Do you have a keen interest in understanding the complexities of financial markets, investment strategies, and portfolio analysis? Your expertise and enthusiasm could enhance our capability to facilitate our comprehensive portfolio management approach and assist clients in achieving their investment objectives.

The Role:

As a Portfolio Analyst at Fisher Investments, you will play a vital role in supporting our Investment Policy Committee's portfolio management initiatives by cultivating strategic insights and market knowledge. Collaborating closely with Research Analysts, Trading and Implementation teams, and fellow Portfolio Engineers, you will gain proficiency in various facets of portfolio management, including executing rebalances and managing trade processes. In this influential position, you will share your strategic insights and analyses with internal stakeholders and the firm's most prominent clients through meetings and detailed reports.

Key Responsibilities:

• Assess and analyze portfolio positioning and performance, providing insights to the Investment Policy Committee as needed.
• Collaborate with colleagues to devise proactive strategies aimed at enhancing portfolio performance.
• Ensure that all trading and rebalancing activities align with the expectations set by the Investment Policy Committee.
• Articulate your strategic insights to both internal and external clients and stakeholders.

Your Background:

• A minimum of 5 years of experience in a comparable portfolio management position, encompassing buy-side research and trading.
• Proven track record of delivering insights that positively impact portfolio outcomes.
• Proficient in managing and analyzing large datasets, with expertise in financial data systems.
• Experience in simplifying complex concepts for diverse audiences.
• A strong commitment to utilizing your knowledge and skills to benefit our clients.

Compensation:

• Base salary ranging from $80,000 to $110,000 annually, depending on experience.
• Eligibility for a discretionary bonus based on both individual and firm performance.

Why Choose Fisher Investments:

We are dedicated to a greater mission: enhancing the investment landscape. We take pride in our inclusive culture and our tailored learning and development programs for every employee. Our commitment to our people is reflected in our exceptional benefits, including:

• Comprehensive medical, dental, and vision coverage for you and your eligible dependents at no cost.
• A 50% match on 401(k) contributions, up to the IRS limit.
• 20 days of paid time off, in addition to 10 paid holidays.
• Family support initiatives, including 8 weeks of paid primary caregiver leave, adoption assistance, and backup childcare services.
• Up to $10,000 in benefits for fertility, hormonal health, and family planning.

Fisher Investments is an equal opportunity employer.