Investment Analyst - Portfolio Management
Company: Fisher Investments
Location: Saint Petersburg
Posted on: May 12, 2022
Job Description:
Are you a methodical thinker and motivated to guide others? As a
Portfolio Evaluation Analyst at Fisher Investments, you'll leverage
your expertise in portfolio management and passion towards
impacting clients' financial lives.
The Opportunity:
As a Portfolio Evaluation Analyst, you have the opportunity to work
under the guidance of our Investment Policy Committee (IPC) and
make customized decisions to clients' asset allocations. Our team
evaluates each client's financial situations to ensure portfolios
are optimally positioned to achieve long-term goals. During this
process, you'll leverage articulate communication to collaborate
closely with other internal departments, including Research,
Service, Sales and several other areas.
The Day-To-Day:
- Evaluate clients' investment objectives and financial
situations to generate optimal asset allocation and benchmark
recommendations, while always prioritizing clients' interests
- Partner with our Investment Counselors to help them navigate
clients through nuanced financial situations and provide coaching
towards portfolio recommendations
- Provide direction and assistance for new initiatives and ad hoc
projects to demonstrate our firm's commitment to bettering the
investment universe
- Review and formulate specialized solutions for clients and
potential clients with unique financial and tax situations
- Appraise the appropriateness of clients' and prospective
clients' outside annuities
- Occasionally engage with clients about portfolio evaluation
matters to support Investment CounselorsThis position enables you
to take ownership and accountability, meet deadlines and produce
high-quality customized portfolios, and observe feedback whenever
possible. With the ability to provide clarity in an ambiguous
environment while contributing rationale consistently with our
investment philosophy.
Your Qualifications:
The ideal candidate also has the following skills and experience:
- Series 65 (preferred) and Bachelor's degree or equivalent work
experience
- 5+ years' experience working with investment and financial
planning concepts
- Ability to understand extensive portfolio management
practices
- Collaborative approach with an emphasis on client focus
- Consultative experience within the financial services
industry
Why Fisher Investments:
At Fisher Investments, we work for a bigger purpose: bettering the
investment universe. From unmatched service to unique perspectives
on investing, 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 9 paid holidays
- 8 weeks paid Primary Caregiver Parental Leave
- Back-up Child Care Program available, offering up to 10 days
annually
- A cumulative learning and development framework customized for
every employee
- An award-winning work environment - we're Great Place to Work
Certified, and Top Workplace winners from The OregonianWe 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.
California employees accrue up to 17 days of PTO and 3 days of sick
time per year.FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY
EMPLOYER
Keywords: Fisher Investments, St. Petersburg , Investment Analyst - Portfolio Management, Executive , Saint Petersburg, Florida
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