Portfolio Management Group
The Portfolio Management Group ("PMG") is comprised of unique teams that support the Investment Policy Committee's portfolio decisions and operational underpinnings of all Fisher Investments managed portfolios. Additionally, each team is integral to the "Lifecycle of a Trade" or the "Lifecycle of a Client” workflow.
Portfolio Evaluation Group
- Portfolio Evaluation (PEG) Associate
Review client portfolios to create transparent deliverables that help our clients make informed investment decisions. You will create content, enhance technology and improve infrastructure.
Investment Solutions
- Portfolio Operations (Implementation) Associate
Translate the investment strategies designed by our Investment Policy Committee (IPC) into applicable orders for our trading team. Maintain the integrity of portfolios for our high net worth clients and help them reach their long-term financial goals. - Trading Operations Associate
Quickly learn the nuances of market structures, trade processing and industry-standard settlement practices. Gain insight into the life cycle of a trade at Fisher Investments.
Investment Operations
- Portfolio Accounting Associate
Work with our custodians, who hold our clients’ assets across the globe. Solve problems and demonstrate superior attention to detail. Adapting database infrastructure, automating a manual task, or building an audit to reduce the risk of a workflow. - Portfolio Analytics & Reporting (PAR) Associate
Calculates and analyze investment performance for Private Client and Institutional portfolios across the firm. PAR manages recurring reporting deliverables, supports sales and client services by delivering custom research analysis for prospective and current clients. - Securities Operations Associate
Helps oversee securities-related data and corporate actions for the firm. This includes setting up securities in our internal systems, ensuring accurate pricing, monitoring proxy voting, and overseeing corporate actions (e.g. mergers, acquisitions, stock splits).
“The opportunity to learn something new every day keeps my work engaging and motivates me to grow both personally and professionally.”
Hannah G.
Implementation Specialist
Bill Glaser
EVP of Portfolio Management Group
“Success isn’t achieved overnight. It comes over time through hard work, introspection, self-development and grit. Set yourself up for success by developing those traits, while understanding the importance of professional patience.”
Career Path:
Implementation Associate > Research Associate >
Research Associate & CAC > Research Analyst >
Research Analyst & Investment Counselor >
Implementation Team Leader > Securities Team Leader >
Securities and Capital Markets Team Leader >
EVP Portfolio Management
Grow Your Career
Competencies we value in our candidates:
-
Client Focus
Building strong client relationships and delivering client-centric solutions.
-
Drives Results
Consistently achieving results, even under tough circumstances.
-
Instills Trust
Gaining the confidence of others through honesty, integrity, and authenticity.
-
Communicates
EffectivelyDelivering communications that convey a clear understanding of the needs of different audiences.
-
Values
DifferencesRecognizing the value that different perspectives and cultures bring to an organization.
“Successful individuals in this role typically exhibit strong drive and a willingness to learn and embrace new challenges. Management empowers its associates to shape their career paths by engaging in various opportunities and responsibilities beyond our core tasks which fosters diverse learning experiences and encourages personal growth through self-challenge.”
Emily C.
Portfolio Evaluation Associate
Join our Talent Community
Stay connected by signing up to receive Fisher business updates and career information.
Sign Up for Job Alerts
Let us know what positions you’re interested in, and we’ll send you job notifications.