Portfolio Evaluation Analyst

Company: Fisher Investments
Location: Belleair Beach
Posted on: May 9, 2022

Job Description:

Are you a methodical thinker and motivated to guide others? As a Portfolio Evaluation Analyst at Fisher Investments, you'll leverage your expertise in portfolio management and passion towards impacting clients' financial lives.

The Opportunity:

As a Portfolio Evaluation Analyst, you have the opportunity to work under the guidance of our Investment Policy Committee (IPC) and make customized decisions to clients' asset allocations. Our team evaluates each client's financial situations to ensure portfolios are optimally positioned to achieve long-term goals. During this process, you'll leverage articulate communication to collaborate closely with other internal departments, including Research, Service, Sales and several other areas.

The Day-To-Day:
Evaluate clients' investment objectives and financial situations to generate optimal asset allocation and benchmark recommendations, while always prioritizing clients' interests
Partner with our Investment Counselors to help them navigate clients through nuanced financial situations and provide coaching towards portfolio recommendations
Provide direction and assistance for new initiatives and ad hoc projects to demonstrate our firm's commitment to bettering the investment universe
Review and formulate specialized solutions for clients and potential clients with unique financial and tax situations
Appraise the appropriateness of clients' and prospective clients' outside annuities
Occasionally engage with clients about portfolio evaluation matters to support Investment Counselors
This position enables you to take ownership and accountability, meet deadlines and produce high-quality customized portfolios, and observe feedback whenever possible. With the ability to provide clarity in an ambiguous environment while contributing rationale consistently with our investment philosophy.

Your Qualifications:

The ideal candidate also has the following skills and experience:
Series 65 (preferred) and Bachelor's degree or equivalent work experience
5+ years' experience working with investment and financial planning concepts
Ability to understand extensive portfolio management practices
Collaborative approach with an emphasis on client focus
Consultative experience within the financial services industry

Why Fisher Investments:

At Fisher Investments, we work for a bigger purpose: bettering the investment universe. From unmatched service to unique perspectives on investing, it's the people that make the Fisher purpose possible. And we invest in them by offering exceptional benefits like:
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 9 paid holidays
8 weeks paid Primary Caregiver Parental Leave
Back-up Child Care Program available, offering up to 10 days annually
A cumulative learning and development framework customized for every employee
An award-winning work environment - we're Great Place to Work Certified, and Top Workplace winners from The Oregonian
We take great pride in our inclusive culture. We value the different perspectives and unique skills you bring to the team - it makes us all better. Success at Fisher Investments is motivated by results, a collaborative mindset and a commitment to accomplishing great things - so if you are ready to do that, we are ready for you! Apply today to be a part of a team environment where you make a difference in the lives of people by bettering the investment universe.

*California employees accrue up to 17 days of PTO and 3 days of sick time per year.
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

Keywords: Fisher Investments, Largo , Portfolio Evaluation Analyst, Professions , Belleair Beach, Florida