Fisher Investments
Do you enjoy asking questions, proposing solutions to problems and improving processes? As a Portfolio Evaluation Associate, you will hone your skills.
You will learn Fisher Investments' unique investment process from a global perspective while becoming an internal resource for our client Relationship Managers.
You will be in our Portfolio Management Group, which supports the investment process from start to finish.
You will be offered a diverse range of opportunities for engaging work and professional growth in this group.
The Opportunity:
Portfolio Evaluation Associates review client portfolios to create transparent deliverables that help our clients make informed investment decisions.
You will create content, educate our clients, enhance technology and improve infrastructure.
Whether or not you have a finance background, your possibilities here are endless.
We hire from all majors and backgrounds, because we believe we are better off with the diversity it brings.
You will report directly to your manager who will aid your development and commit to making this a place where you can grow your career.
The Day-to-Day:
Prepare global investment proposals with portfolio strategies designed to maximize the probability of achieving each investor's financial goalsProduce analyses that help clients make informed decisions regarding their current and potential investment strategiesRun projected cash-flow analyses and create financial plans that help our clients plan their financial futureWork with teammates on ad-hoc initiatives that improve the group and firmYour
Qualifications:
Bachelor's degree or equivalent combination of education and experienceCommitment to maintain quality of work while sticking to a timelineYou meet challenges head-on; You learn from your setbacks and work towards improvementYou pride yourself on being helpful and collaborating with teammatesYou are engaging and can connect with a wide array of audiences by phone and emailWhy 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 dependentsA 50% 401(k) match, up to the IRS maximum20 days of PTO , plus 10 paid holidays ( 17 days of PTO and 3 days of sick time for California employees)Family Support programs including 8 weeks Paid Primary Caregiver leave, adoption assistance and back-up child careFISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYERBy applying, you consent to your information being processed by SonicJobs and transmitted to the Employer.
See Fisher Investments Privacy Policy at https:
//www.
fisherinvestments.
com/en-us/privacy/usa?_ga=2.
135524401.
1257692294.
1706108636-1531835305.
1706108636 and SonicJobs Privacy Policy at https:
//www.
sonicjobs.
com/us/privacy-policy and Terms of Use at https:
//www.
sonicjobs.
com/us/terms-conditionsAbout the Company:
Fisher Investments.
Estimated Salary: $20 to $28 per hour based on qualifications.
You will learn Fisher Investments' unique investment process from a global perspective while becoming an internal resource for our client Relationship Managers.
You will be in our Portfolio Management Group, which supports the investment process from start to finish.
You will be offered a diverse range of opportunities for engaging work and professional growth in this group.
The Opportunity:
Portfolio Evaluation Associates review client portfolios to create transparent deliverables that help our clients make informed investment decisions.
You will create content, educate our clients, enhance technology and improve infrastructure.
Whether or not you have a finance background, your possibilities here are endless.
We hire from all majors and backgrounds, because we believe we are better off with the diversity it brings.
You will report directly to your manager who will aid your development and commit to making this a place where you can grow your career.
The Day-to-Day:
Prepare global investment proposals with portfolio strategies designed to maximize the probability of achieving each investor's financial goalsProduce analyses that help clients make informed decisions regarding their current and potential investment strategiesRun projected cash-flow analyses and create financial plans that help our clients plan their financial futureWork with teammates on ad-hoc initiatives that improve the group and firmYour
Qualifications:
Bachelor's degree or equivalent combination of education and experienceCommitment to maintain quality of work while sticking to a timelineYou meet challenges head-on; You learn from your setbacks and work towards improvementYou pride yourself on being helpful and collaborating with teammatesYou are engaging and can connect with a wide array of audiences by phone and emailWhy 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 dependentsA 50% 401(k) match, up to the IRS maximum20 days of PTO , plus 10 paid holidays ( 17 days of PTO and 3 days of sick time for California employees)Family Support programs including 8 weeks Paid Primary Caregiver leave, adoption assistance and back-up child careFISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYERBy applying, you consent to your information being processed by SonicJobs and transmitted to the Employer.
See Fisher Investments Privacy Policy at https:
//www.
fisherinvestments.
com/en-us/privacy/usa?_ga=2.
135524401.
1257692294.
1706108636-1531835305.
1706108636 and SonicJobs Privacy Policy at https:
//www.
sonicjobs.
com/us/privacy-policy and Terms of Use at https:
//www.
sonicjobs.
com/us/terms-conditionsAbout the Company:
Fisher Investments.
Estimated Salary: $20 to $28 per hour based on qualifications.
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