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Global Portfolio Evaluation Associate (2018-7071)

Camas, WA, United States


Job Description


As a Portfolio Evaluation Associate in our Portfolio Evaluation Group (PEG), you’ll work closely with the Investment Policy Committee (IPC), PEG Analysts, members of the research staff, Investment Counselors and Regional Vice Presidents to provide the following deliverables to existing and prospective Fisher Investments private clients: 

  • Asset Allocation Recommendations
  • Customized Portfolio Strategies
  • Projected Cash-Flow Analysis
  • Portfolio Analysis
  • Financial Planning

Associates who are able to excel at their core responsibilities will get an opportunity to work on Firm Projects or Initiatives. This helps you build your skills for your current and next role in the firm.


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 2 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.  And 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?


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.





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