Portfolio Analyst

Fisher Investments

4.1

(21)

Plano, TX

Why you should apply for a job to Fisher Investments:

Ranked as one of the Best Finance Companies for Women in 2023

4.1/5 in overall job satisfaction

4.5/5 in supportive management

86% say women are treated fairly and equally to men

76% would recommend this company to other women

71% say the CEO supports gender diversity

Ratings are based on anonymous reviews by Fairygodboss members.

All women are eligible for 18-20 weeks of time off for bonding after childbirth; non-birthing parents are eligible for up to 12 weeks.

20 days of PTO, plus 9 paid holidays.

Offering up to 10 days annually for back-up childcare.

#2025-15214

Position summary

the firm's largest, most sophisticated clients and prospects, via client meetings and written/visual deliverables. You will report directly to the Portfolio Engineer Group Manager for support and development.

The Day-to-Day:

Monitor and evaluate portfolio positioning and performance, with ad hoc elevations to the Investment Policy Committee
Develop and execute currency hedging operations and systems
Work independently and with peers to create proactive proposals to improve strategy performance
Ensure all trading and rebalance activity accurately reflects the Investment Policy Committee's expectations
Communicate your strategy expertise to internal and external clients and stakeholders

Your Qualifications:

5+ years of experience in a similar portfolio management role, including buy-side research and trading experience
A demonstrated history of communicating insights and creating portfolio impacts
Ability to manage and manipulate large data sets, proficiency in financial data systems
Professional experience taking complex topics and breaking them down for others
Desire to leverage your knowledge and skills to support our clients
Experience in operations, trading, or hedging foreign exchange or currency markets
Experience working hands-on with Excel, VBA, SQL, Python, Bloomberg, FactSet, Barra, or similar data management tools
Experience communicating analytical findings to optimize portfolio performance in-line with broader investment strategies

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:

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 10 paid holidays
Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care
This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change.

FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER