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Investment Portfolio Analyst

2 months ago

Clearwater, United States Fisher Investments Full time
Position Overview:

Are you driven by the desire to make a meaningful difference in the financial landscape? Do you possess a keen interest in understanding the dynamics of financial markets, investment strategies, and portfolio oversight? Your expertise could enhance our capability to facilitate effective portfolio management and assist clients in achieving their investment objectives.


The Role:

As an Investment Portfolio Analyst at Fisher Investments, you will play a pivotal role in supporting our Investment Policy Committee's portfolio management activities by cultivating strategic insights and market knowledge.

Your collaboration with Research Analysts, Trading and Implementation teams, and fellow Portfolio Engineers will be essential in mastering various facets of portfolio management, including leading rebalances and managing trade processes.

In this influential position, you will convey your strategic insights and knowledge to both internal stakeholders and our most esteemed clients through meetings and comprehensive reports.


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

Qualifications:

To be successful in this role, you should possess:

  • A minimum of 5 years of experience in a comparable portfolio management position, including buy-side research and trading expertise.
  • A proven track record of effectively communicating insights that lead to impactful portfolio decisions.
  • Strong analytical skills with the ability to manage and interpret large datasets, along with proficiency in financial data systems.
  • Experience in simplifying complex concepts for diverse audiences.
  • A commitment to utilizing your knowledge and skills to benefit our clients.

Why Choose Fisher Investments:

We are dedicated to a greater mission: enhancing the investment landscape. Our commitment to an inclusive culture, tailored learning and development opportunities for every employee, and recognition as a Great Place to Work are testaments to our values.

We prioritize our people, offering exceptional benefits such as:

  • 100% coverage of medical, dental, and vision premiums for you and your eligible dependents.
  • A 50% match on 401(k) contributions, up to the IRS maximum.
  • 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.
  • $10,000 in benefits for fertility, hormonal health, and family planning.

Fisher Investments is proud to be an equal opportunity employer.