Fisher Investments logo
Join Fisher's Talent Network

Global Portfolio Evaluation Associate

Plano, TX, United States
Portfolio Management
Associat

Share:

Job Description

Overview

Are you intellectually curious and ready to learn new things? Do you enjoy asking questions, proposing solutions to problems and improving processes? As a Global Portfolio Evaluation Group (PEG) Associate, you will hone your operational and analytical skills. You will learn Fisher Investments’ unique investment process and become an internal resource for our client Relationship Managers.

 

The role is in our Portfolio Management Group, which supports the investment process from start to finish. You will be offered a diverse range of opportunities for engaging work and professional growth in this group.

 

The Opportunity: 

 

Global PEG Associates review existing and prospective client portfolios to generate transparent deliverables that help our clients make informed investment decisions. You will create content, educate internal and external clients, enhance technology and improve infrastructure.

 

Whether or not you have a finance background, your possibilities here are endless. We hire from all majors and backgrounds, because we believe we’re better off with the diversity it brings. We also work hard to make our company a place where you can grow your career and develop as a professional. Just bring a willingness to learn and the desire to succeed, and we’ll provide what you need to get started.

 

The Day-to-Day:

 

  • Prepare investment proposals with portfolio strategies designed to maximize the probability of achieving each investor’s financial objectives
  • Generate analyses that help existing and prospective clients make informed decisions regarding their current and potential investment strategies
  • Run projected cash-flow analyses and create financial plans that help our clients properly plan their financial future
  • Collaborate with teammates on ad-hoc projects and initiatives that impact the group and firm
  • Develop valuable operational skills and hone your attention to detail

Your Qualifications:

  • Bachelor’s degree or equivalent combination of education and experience
  • Maintain high standards of quality while managing time across various tasks
  • Capacity to adapt and thrive in an ambiguous, fast-paced environment
  • Interpersonal savvy with refined written and verbal communication skills
  • Pride yourself on being helpful and collaborating with teammates
  • Enthusiastic about servicing internal and external clients

Why Fisher Investments:

 

At Fisher Investments, we work for a bigger purpose: bettering the investment universe. From unmatched service to unique perspectives on investing, it’s the people that make the Fisher purpose possible. And we invest in them by 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 weeks paid Primary Caregiver Parental Leave
  • Back-up Child Care Program available, offering up to 10 days annually
  • A cumulative learning and development framework customized for every employee
  • An award-winning work environment - we're Great Place to Work Certified, and Top Workplace winners from The Oregonian

We take great pride in our inclusive culture. We value the different perspectives and unique skills you bring to the team – it makes us all better. Success at Fisher Investments is motivated by results, a collaborative mindset and a commitment to accomplishing great things – so if you are ready to do that, we are ready for you! Apply today to be a part of a team environment where you make a difference in the lives of people by bettering the investment universe.

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

FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

 

Share:

Not ready to apply?

Join Fisher's Talent Network

Similar Jobs

Global Portfolio Evaluation Associate

Plano, TX, United States

Global Portfolio Evaluation Associate

Camas, WA, United States