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Portfolio and Research Implementation Associate (2018-7274)

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.


The Day-to-Day:

  • 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

Your Qualifications:

  • An unrelenting work ethic
  • A track record of success
  • Stellar communication abilities
  • 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.


Why Fisher Investments:

Fisher Investments is a different kind of investment firm. We don’t come from Wall Street, nor do we believe we fit in with most of the finance industry, and we’re proud of that. We work for a bigger purpose: bettering the investment universe. From unmatched service to innovative perspectives on investing, it’s the people that make the Fisher purpose possible. After all, it’s our people that enable us to offer the level of service that we do. And we invest in them accordingly, offering exceptional benefits like:

  • 100% coverage of premiums for health, vision and dental insurance
  • A 50% 401(k) match, up to the IRS maximum
  • 20 days of PTO*, plus 9 paid holidays
  • And much, much more

We also provide a cumulative, continuous learning and development framework customized for every employee. This emphasis on personal and professional growth has yielded an award-winning work environment; we’re Great Place to Work Certified, and The Oregonian named us as a 2017 and 2018 Top Workplace.


But in the end, it’s not the perks that keep people here. They stay because they believe in our mission of service—our employees want to make a difference in an industry that can do better.


* California employees accrue up to 17 days of PTO and 3 days of sick time per year.






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