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Portfolio Manager

2 months ago


Arlington, Virginia, United States Fisher Investments Full time

About the Role:

Fisher Investments is seeking a highly skilled Portfolio Manager to join our team in Canada. As a Portfolio Manager, you will be responsible for building and maintaining relationships with high-net-worth clients in Canada, providing them with expert investment advice and guidance.

Key Responsibilities:

  • Work with clients to understand their investment goals and objectives
  • Develop and implement customized investment strategies for clients
  • Provide ongoing portfolio management and monitoring services to clients
  • Collaborate with internal teams to ensure seamless client service
  • Stay up-to-date with market trends and economic developments to provide informed investment advice

Requirements:

  • CFA (passed any level) and Series 65 (we will help you obtain upon starting)
  • 4+ years of experience with portfolio management and client relationship building
  • Bachelor's degree
  • Strong analytical and problem-solving skills
  • Excellent communication and interpersonal skills

What We Offer:

  • 100% paid medical, dental and vision premiums for you and your qualifying dependents
  • A 50% 401(k) match, up to the IRS maximum
  • 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
  • $10,000 fertility, hormonal health and family-forming benefit

About Fisher Investments:

Fisher Investments is a global investment management firm that provides expert investment advice and guidance to high-net-worth individuals and institutions. We are committed to delivering exceptional client service and building long-term relationships with our clients.