Portfolio Engineering Operations Specialist

At a Glance:

Info Session: RSVP Here

Statement of Interest: Yes

Contact: Kara Humphrey

Shadow: Request Here

The Opportunity:

PMG offers the unique chance to impact Fisher’s product, work with inspiring people, the opportunity to innovate and realize your career potential.

Portfolio Engineering supports the IPC in managing over $320 billion in assets. We provide insights, data and analytics to organize and execute investment decisions and oversee day-to-day operations of model portfolios and accounts. The team ensures the IPC's strategic views are implemented across portfolios, develops and produces insightful and actionable reporting and analysis, facilitates Institutional client cash flow and account needs, and monitors guidelines. Portfolio Engineering identifies areas of opportunity and risk through ongoing dialogue with the IPC and Research.

As a Portfolio Engineering Operations Specialist you'll support the IPC in making investment decisions across all strategies, helping them manage against a variety of benchmarks and mandates. In your first year you'll gain an understanding of our investment process including research, trading and operations, and develop solid data handling by producing recurring and ad hoc team reporting. It's likely you'll assist with a strategy re-balance, maintain and develop portfolio construction tools, and take on recurring team responsibilities. As a successful Portfolio Engineering Operations Specialist, you will be able to take what you've learned about our investment views and philosophy and positively help our clients.

The Day-to-Day:

• Produce reporting to evaluate portfolio performance, attribution, positioning, trade impact and a variety of other portfolio management concepts
• Support the re-balance process of IPC directed portfolio changes alongside Research, Implementation, Client Guidelines, and Trading
• Maintain quantitative investment tools to help manage portfolios
• Contribute to impactful projects with the IPC, Research, and other Investment Solutions teams applying your investment knowledge

Your Qualifications:

• Have a strong desire to further your understanding of how we manage money
• Love to learn and can make use of new principles when addressing problems, experiments to find the best possible solution and gains insight from test cases
• Have a positive mindset, entrepreneurial spirit and are passionate about achieving excellent results while contributing to group-wide goals
• Thrive in a dynamic, ever-changing environment requiring flexibility and comfort managing multiple responsibilities and tasks simultaneously
• One year firm experience required. Previous PMG or investment experience is preferred but not required to apply

Submit your application alongside a Statement of Interest describing how your career goals will be supported by a role in Portfolio Engineering and what has prepared you for success in it.

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 Kara Humphrey.

FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER