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Investment Portfolio Specialist

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 could enhance our capacity to facilitate our comprehensive portfolio management approach and assist clients in achieving their investment objectives.

The Role:

As an Investment Portfolio Specialist at Fisher Investments, you will play a crucial role in supporting our Investment Policy Committee's portfolio management activities by cultivating strategic insights and market knowledge. Collaborating closely with Research Analysts, Trading and Implementation teams, and other Portfolio Engineers, you will gain proficiency in various facets of portfolio management, including executing rebalances and managing trade processes. In this pivotal position, you will convey your strategic insights and knowledge to both internal stakeholders and the firm's most esteemed clients through meetings and detailed reports.

Key Responsibilities:

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

Your Qualifications:

• A minimum of 5 years of experience in a comparable portfolio management position, including buy-side research and trading experience.
• Proven track record of delivering insights that drive portfolio performance.
• Proficient in managing extensive data sets and experienced with financial data systems.
• Demonstrated ability to simplify complex topics for diverse audiences.
• A commitment to leveraging your knowledge and skills to benefit our clients.

Compensation:

$80,000-$110,000 base salary per year. Starting salary may vary based on experience.

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 exceptional benefits include:

• Comprehensive medical, dental, and vision coverage for you and your eligible dependents.
• A 50% match on 401(k) contributions, up to the IRS limit.
• 20 days of paid time off, plus 10 paid holidays.
• Family support initiatives, including 8 weeks of paid primary caregiver leave, adoption assistance, and backup childcare.
• $10,000 benefit for fertility, hormonal health, and family planning.

Fisher Investments is an equal opportunity employer.