Investment Analyst
Company: Fisher Investments
Location: Clearwater
Posted on: May 12, 2022
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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 interestsPartner with our Investment
Counselors to help them navigate clients through nuanced financial
situations and provide coaching towards portfolio
recommendationsProvide direction and assistance for new initiatives
and ad hoc projects to demonstrate our firm s commitment to
bettering the investment universeReview and formulate specialized
solutions for clients and potential clients with unique financial
and tax situationsAppraise the appropriateness of clients and
prospective clients outside annuitiesOccasionally 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 experience5+ years experience working
with investment and financial planning conceptsAbility to
understand extensive portfolio management practicesCollaborative
approach with an emphasis on client focusConsultative experience
within the financial services industryWhy 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 dependentsA 50% 401(k) match, up to the IRS maximum20
days of PTO*, plus 9 paid holidays8 weeks paid Primary Caregiver
Parental LeaveBack-up Child Care Program available, offering up to
10 days annuallyA cumulative learning and development framework
customized for every employeeAn 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, Clearwater , Investment Analyst, Professions , Clearwater, Florida
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