Portfolio Implementation Associate

At a Glance:

Statement of Interest: No

Contact: Tess Carpenter

The Opportunity:

The Portfolio Implementation Associate (Implementation Associate) works in the office and completes various tasks, ensuring portfolios are implemented properly and deviations from corresponding models are minimized. 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 to completion
• Identify, create, and develop documentation for group
• Support the growth of the business through various projects
• Follow group and firm policies and procedures
• Identify potential process improvements and recommend solutions
• Identify elevations and routes appropriately
• Responsible for properly handling sensitive and/or confidential documents
• Work onsite, under direct supervision, in a team-based and open office environment

Additional responsibilities may include:

• Implementation Associate: Implement recommended portfolio for new accounts and custom portfolios; perform maintenance on existing accounts; participate in portfolio shifts as necessary; create trade orders; monitors exception reports to minimize individual account deviations from model portfolios; help create and maintain performance measurement standards in relation to Implementation

Your Qualifications:

• Bachelor's degree or equivalent combination of education and experience required
• 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

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