Institutional Strategy Development Analyst

The Strategy Development team is responsible for the creation and advocacy of new strategies. We are the go-between, connecting the Portfolio Management Group, Institutional sales and service and clients / prospects. We ensure Fisher's Institutional Group keeps up with institutional investor demand by reactively and proactively introducing new strategies and capabilities. Strategy expansion is a critical component of the quest to $1 trillion, and this team is at its epicenter.

The Opportunity :

As a Strategy Development Analyst, you will get exposure to the institutional group : Marketing, Reporting, Sales, Service, Analytics, Fund Creation, and Operations. You will also have direct and regular interaction with senior members of FIIG and PMG. This is your opportunity to put your own stamp on efforts that directly lead to the growth or retention of firm AUM by creating change, leaving a legacy, and participating in multiple projects that have never been done before.

The Day-to-Day :

Brainstorming - Discover which strategies are or will be in demand

Efficacy Analysis - Determine if strategies are viable

Marketing - Create marketing materials and supporting analysis

Training - Train the sales and service teams to understand the strategies

Advocacy - Promote the strategies throughout the sales process

Sales Support - Work with sales and service teams to sell the strategy and raise assets

Your Qualifications :

• 4 years of industry experience
• Previous sales / marketing experience

Can quickly jump between tasks of widely varying nature with high levels of complexity and adjust priorities frequently in response to needs

Are a proven communicator with both internal and external customers both verbally and in writing

Can compile and analyze information sets, drawing conclusions

Strive for knowledge and enjoy creatively solving problems

Compensation :

70,000 - $110,000 base salary per year in the state of WA. New hires should expect to start at the lower end of the range depending on experience.

Eligible for a discretionary bonus based on firm and individual performance

Why Fisher Investments :

We work for a bigger purpose : bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like :

FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

Salary : $70,000 - $110,000