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New Strategy Analyst (2020-8766)

Plano, TX, United States
Operations
2020-8766

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Job Description

Overview

Are you someone who is motivated by helping companies grow and building out new investment strategies and capabilities? Do you have a passion for research and analytics and have experience in conducting due diligence on investment managers? If so, our New Strategy Analyst may be the right fit for you!  

 

The Opportunity:

 

As a New Strategy Analyst, you will be responsible for identifying new opportunities for the Fisher Investments Institutional Group. In this role, you will monitor ever-changing institutional investor demand and introduce new approaches and capabilities based on analysis and research.

The Day-to-Day:

  • Oversee the creation and lifecycle of new Institutional strategies and capabilities including ideation, efficacy analysis, marketing, training, advocacy, and sales support
  • Create and develop training tools and marketing materials for new strategies
  • Guide Institutional members in the creation of materials, analysis and responses to RFPs
  • Evaluate competitors by looking at all qualitative and quantitative data as well as performance, culture, stability, etc.
  • Communicate in detail with senior management and relationship managers
  • Manage all phases of various projects from vision through deployment
  • Identify potential process improvements, recommend and implement solutions to improve the efficiency of the department
  • Join prospect, client and consultant meetings

 

Your Qualifications:

  • 5+ years of experience evaluating investment strategies and managers
  • Bachelor’s degree and/or equivalent combination of education/experience
  • Interpersonal skills and professionalism to effectively work with leadership
  • Demonstrated analytical skills; ability to solve complex problems in a structured way, applying critical thinking

 

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
  • 8 week paid Primary Caregiver Parental Leave
  • 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 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.

FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

 

 

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