Portfolio Implementation Specialist

At a Glance:

Statement of Interest: No

Contact: Tess Carpenter

The Opportunity:

The Portfolio Implementation Specialist works in the office and completes various mid-level complexity tasks, ensuring portfolios are implemented properly and order generation risk is minimized. They support analyst team members on complex scenarios. PMG offers the unique chance to impact Fisher's product, work with inspiring people, the opportunity to innovate and realize your career potential.

The Day-to-Day:

• Oversee assigned operational tasks with mid-level complexity to completion
• Identify areas for improvement and work with management to implement proposed solutions
• Support the growth of the business through various projects
• Follow group and firm risk management policies and procedures
• Identify elevations and routes appropriately
• Serve as point of contact for the team/ specific functions
• Responsible for properly handling sensitive and/or confidential documents
• Develop and implement associate training
• Work onsite, under direct supervision, in a team-based and open office environment

Additional responsibilities may include:

• Implementation Specialist: Perform quality controls functions supporting order generation and client requests, monitors exception reports to minimize individual account deviations from model portfolios; develop/maintains/implements training curriculum for the associate team; help service internal clients; aid the analyst team with information gathering for complex scenario analysis

Your Qualifications:

• Bachelor's degree or equivalent combination of education and experience required
• At least 1 year of Fisher Investments or relevant experience
• High level of attention to detail
• Ability to adapt to changes in a fast paced, team environment
• Excellent communication skills
• Ability to prioritize workload and manage time across various tasks
• Knowledge of FI Investment philosophy

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 Tess Carpenter.

FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER