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Portfolio Engineer Specialized Strategies

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.

    • #2026-17157

    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 options and other derivative management tools and operations to support new strategies

    • Work independently and with peers to create proactive proposals to improve strategy performance and execution

    • 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:

    • 3+ years of experience in a similar portfolio management role, including buy-side research and trading experience

    • Experience in options and other derivative strategy development, operations, trading, and/or investments a plus

    • 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

    • You have a desire to leverage your knowledge and skills to support our clients

    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

    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.