Portfolio Evaluation Analyst
Company: Fisher Investments
Location: Plano
Posted on: April 22, 2024
|
|
Job Description:
Are you a methodical thinker and motivated to guide others? As a
Portfolio Evaluation Analyst at Fisher Investments, you'll use your
expertise in portfolio management and passion towards affecting
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 collaborate closely with other internal
departments, including Research, Service, Sales and several other
areas.
You will 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 consistent with
our investment philosophy.
The Day-to-Day:
Your Qualifications:
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
Keywords: Fisher Investments, Richardson , Portfolio Evaluation Analyst, Professions , Plano, Texas
Click
here to apply!
|