Are you ready to open your career up to vast opportunities? Use your experience working with 401(k) plans, and take your career to the next level! Come and build something new—help Fisher Investments take its reputation and investment expertise into the small 401k plan space. 401k Solutions is already a leader within the retirement industry (Financial Times Top 401k Provider List, National Association of Plan Advisors (NAPA) "Top Advisors" list for 2017), but we have incredible and attainable opportunities in front of us, especially amid new industry regulatory changes further allowing 4S to distinguish ourselves from our competition.
The 401k Solutions Investment Analyst will help support all facets of the investment strategy utilized by 401k Solutions and its clients, including support for the group’s adherence to the fiduciary process, investment policy statement creation, 401k investment menu analysis, ongoing fund monitoring and evaluation, and special research projects among other things. Through these responsibilities, you will learn best practices and strategies on investing within retirement plans. This includes a deep understanding of best-in-breed data investment software (fi360 and Morningstar), fund analysis (and their applicability within a larger fund line-up), fund operations, asset allocation, retirement plan types (401k, Defined Benefit, 403(b)) and the governing fiduciary process that drives our approach.
The Day to Day:
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:
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 Top Workplace with the best benefits!
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.
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER