What are the responsibilities and job description for the Portfolio Analyst position at Fisher Investments?
Are you passionate about creating a positive impact? Do you enjoy learning the ins and outs of financial markets, portfolio management and investment research? Your skills and passions could help our ability to support our top-down portfolio management process and help more clients accomplish their investing goals.The Opportunity : As a Portfolio Analyst at Fisher Investments you have the opportunity to support our Investment Policy Committee's portfolio management process by developing strategy and market expertise. You will work closely with our Research Analysts, Trading and Implementation peers and other Portfolio Engineers to develop expertise across aspects of portfolio management processes, including leading rebalances and overseeing trade life cycles. In this highly impactful role, you will communicate your strategy expertise and insights to internal clients and to the firm's largest, most sophisticated clients and prospects, via client meetings and written / visual deliverables. You will report directly to the Portfolio Engineer Group Manager for support and development.The Day-to-Day :
- Monitor and evaluate portfolio positioning and performance, with ad hoc elevations to the Investment Policy Committee
- Develop and execute currency hedging operations and systems
- Work independently and with peers to create proactive proposals to improve strategy performance
- Ensure all trading and rebalance activity accurately reflects the Investment Policy Committee's expectations
- Communicate your strategy expertise to internal and external clients and stakeholdersYour Qualifications :
- 5 years of experience in a similar portfolio management role, including buy-side research and trading experience
- A demonstrated history of communicating insights and creating portfolio impacts
- Ability to manage and manipulate large data sets, proficiency in financial data systems
- Professional experience taking complex topics and breaking them down for others
- Desire to leverage your knowledge and skills to support our clients
- Experience in operations, trading, or hedging foreign exchange or currency markets
- Experience working hands-on with Excel, VBA, SQL, Python, Bloomberg, FactSet, Barra, or similar data management tools
- Experience communicating analytical findings to optimize portfolio performance in-line with broader investment strategiesWhy 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 :
- 100% paid medical, dental and vision premiums for you and your qualifying dependents
- A 50% 401(k) match, up to the IRS maximum
- 20 days of PTO, plus 10 paid holidays
- Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care
- This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change.FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
