Investment Analyst
Company: Fisher Investments
Location: Sachse
Posted on: May 13, 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' 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 Counselors This
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 Oregonian We 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, Garland , Investment Analyst, Professions , Sachse, Texas
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