Fisher Investments logo
Join Fisher's Talent Network

Portfolio and Research Implementation Associate (2018-6960)

San Mateo, CA, United States
Portfolio Management


Job Description


The Portfolio Implementation Team is responsible for translating the investment strategies designed by the Investment Policy Committee (IPC) into executable orders for both Institutional and Private Client Group portfolios. The team’s primary mandate is to maintain the integrity of new and existing client portfolios by generating transaction orders consistent with the optimal portfolio structure determined by the IPC.


What you’ll do:


Associates are responsible for:

  • Generating orders for daily account maintenance, investing cash additions and generating cash for withdrawals   
  • Coding and manually building out new client’s portfolios
  • Processing client trade requests
  • Serving as points of contact for Investment Counselor teams to provide trade rational and recommendations for client requests

What you’ll get:


You’ll learn more about “real-world” finance in your first few months than any class ever taught you-- thanks in part to our unique mentor program.  You’ll be encouraged to ask questions, improve processes, and propose novel solutions to problems. If you hate the idea of corporate bureaucracy and politics, you’ll love that we evaluate employee performance in a manner that is straightforward and metrics-based.  Do your best, rise to the top of the ranks in your area, and you’ll be on your way to earning more advanced opportunities.  That’s how our top executives got there, and we think you can do it too.  In fact, we hope you’ll advance to your next role within 1 to 3 years (a typical outcome for successful employees).  Add more value, get more value back.


What we’d like:


An unrelenting work ethic, a track record of success, stellar communication abilities, and a drive to succeed.  In addition, if you are a high-achiever with a background in something other than finance, don’t worry-- you won’t be alone at Fisher Investments, where some of our top employees studied subjects that span the humanities and the sciences.


The bottom line:


If this job posting seems different from those of our competitors, it’s because we really are different:  it’s not just a slogan or a mantra.  We are out to change an industry by building a better mousetrap.  No tricks, no games, just top-tier money management and excellent service to our clients.  To do that, we need to hire the best of the best.  So, what are you waiting for? Apply now!


We believe in providing the training needed to be successful in our entry-level roles. Accordingly, none of our entry-level jobs require the highly specialized knowledge needed for us to sponsor an H-1B visa and we therefore do not provide sponsorship for entry-level positions.


Fisher Investments is an equal opportunity employer.






Not ready to apply?

Join Fisher's Talent Network

Similar Jobs

Financial Writer (2019-7968)

San Mateo, CA, United States

401k Solutions Investment Analyst (2018-7418)

San Mateo, CA, United States

Investment Operations Associate (2018-7236)

San Mateo, CA, United States