- Monitor and assess portfolio performance, escalating issues to the Investment Policy Committee when necessary
- Collaborate independently or with colleagues to develop innovative proposals for enhancing strategy performance
- Ensure trading activities align with the Investment Policy Committee's expectations
- Share your strategy expertise with internal and external stakeholders
- More than 5 years of experience in a similar portfolio management role, with expertise in buy-side research and trading
- Proven track record of communicating valuable insights and making significant impacts on portfolios
- Proficiency in managing and analyzing large datasets, as well as using financial data systems
- Capability to simplify complex subjects for diverse audiences
- A willingness to apply your knowledge and skills to assist our clients
- Full coverage of medical, dental, and vision premiums for you and eligible dependents
- Matching 50% of your 401(k) contributions, up to the IRS limit
- Generous PTO package*, along with paid holidays (*California employees receive 17 PTO days and 3 sick days)
- Support programs for families, including paid parental leave, adoption aid, and backup child care
- Benefit of $10,000 for fertility, hormonal health, and family-related needs
Portfolio Analyst - Arlington, United States - Fisher Investments
Description
Are you someone who loves making a positive impact? Are you passionate about diving deep into financial markets, portfolio management, and investment research? Your expertise and interests could play a key role in supporting our top-down portfolio management process and helping clients achieve their investment goals.
Exciting Opportunity:
Join us as a Portfolio Engineer at Fisher Investments, where you can contribute to our Investment Policy Committee's portfolio management process by crafting strategies and gaining market knowledge. You will collaborate with Research Analysts, Trading and Implementation teams, and other Portfolio Engineers to enhance your understanding of portfolio management practices, such as leading rebalances and managing trade cycles. In this crucial role, you will share your strategic insights with internal teams and our prestigious clients through client meetings and informative materials. Reporting to the Portfolio Engineer Group Manager, you will receive guidance and support for your professional growth.
Responsibilities:
Requirements:
Why Join Fisher Investments:
We are committed to a greater cause: enhancing the investment world. We take pride in our inclusive environment, personalized learning and development programs, and our recognition as a Great Place to Work. At Fisher, our people are at the heart of our purpose, and we invest in them by providing exceptional benefits such as:
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER