What are the responsibilities and job description for the Institutional Portfolio Analytics Associate position at Fisher Investments Europe?
Overview
The Opportunity:
As an Institutional Portfolio Analytics Associate, you will support institutional sales and service by creating unique and compelling content, advanced analysis, and investment strategy support for our clients and prospects. You will work with Sales and Service Professionals, Institutional Management, the Portfolio Management team, and other internal teams to support efforts directly increasing our AUM. To be effective, you will analyse research data and stay current with our capital markets outlook. Your content and commentary will provide our group with a compelling story as to why Fisher Investments adds value to the institutional investment universe. You will be reporting to the Team Leader of the Institutional Portfolio Analytics team.
This role represents an opportunity to directly lead to the growth and retention of firm AUM.
The Day-to-Day:
- Create content and research materials for institutional investors regarding our views on current events, market outlook and portfolio positioning
- Become an expert on the history of our complete lineup of investment strategies, and use this information to deliver insights
- Identify investment industry trends
- Master analytical tools (e.g. Excel, FactSet, eVestment) that IPA and other teams use to develop content
- Partner with Sales and Service Professionals and Institutional Management to create convincing arguments and create insightful research supporting our investment process
Your Qualifications:
- 2-3 years’ experience using analytical tools (e.g. Excel, eVestment, Morningstar, etc.)
- Knowledge in capital markets, investment strategies, and the institutional landscape
- Experience using Microsoft Suite
- Demonstrated quantitative and qualitative analysis skills, as well as the ability to navigate complex environments
Why Fisher Investments Europe:
The global Fisher organisation distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to investing. You can feel confident knowing that we align with our clients’ best interests by using a simple and transparent fee structure and recognised European custodians.
It’s the people that make the Fisher purpose possible, and to help our employees meet their long-term goals, we offer an array of benefits, including:
- 100% paid premiums for our top-tier supplemental medical, dental and annual health screening plans for employees and their qualified dependents
- 28 days annual leave, with the ability to purchase up to 3 additional days per year, plus up to 8 paid holidays
- Enhanced maternity pay package with 16 weeks’ top up to full base pay for eligible employees
- A retirement pension plan, featuring a 9% company contribution of base pay with an additional company match of up to 5% of base pay on personal contributions
- Gym subsidy of up to £50 per month
- Employee Assistance Program and other emotional wellbeing services
- A collaborative working environment that practises ongoing training, educational support and employee appreciation events
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.
FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER