Portfolio Evaluation Analyst

At a Glance:

Statement of Interest: No 

Contact: Dmitriy Goldenberg or Terra Moriarty

Shadow: Request Here

The Opportunity:

Are you a detail-oriented thinker who enjoys supporting others? As a Portfolio Evaluation Group Analyst (PEG Analyst), you’ll use your portfolio management skills to help parent company clients achieve their long-term financial goals.

Our team evaluates each client’s financial situation to ensure portfolios are appropriately aligned with Fisher Investments’ global investment strategy. You’ll collaborate with Portfolio Management, Service, and Sales teams, using strong communication skills. You’ll have an opportunity to develop project management expertise and contribute to group and firm-wide initiatives. PEG strives to empower client service and sale teams help clients make informed financial decisions, and we rely on teamwork and knowledge sharing to deliver clear, suitable analysis to internal partners.

The Day-to-Day:

• Review clients’ investment objectives and financial situation obtained by internal client service teams to prepare asset allocation packages for service and sales teams, while always prioritizing long-term financial success for the parent company's clients
• Partner with our Investment Counselors to provide standardized analysis as input for client conversations
• Support new initiatives and ad hoc projects to demonstrate our firm’s commitment to bettering the investment universe
• Forecast annuity benefits through internal financial services systems to assess investment performance

Your Qualifications:

• Exceptional understanding of core Fisher Investments portfolio management philosophies and client suitability
• Collaborative approach with an emphasis on client focus
• A solid track record in the Financial Services industry and/or a history of successes from prior roles at Fisher Investments

We will conduct a preliminary screen of applicants based on qualifications, performance and manager feedback. Those who meet the hiring manager’s requirements will be moved forward in the process by participating in an interview. If you’d like to know more about the role, feel free to get in touch with Dmitriy Goldenberg or Terra Moriarty.

FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER