Overview
Do you enjoy asking questions, proposing solutions to problems and improving processes? As a Portfolio Implementation Associate, you will improve your operational skills and rely on insights to make decisions. You will learn Fisher Investments’ unique investment process and become an internal resource for our client Relationship Managers. As a part of our Portfolio Management Group, you will support the investment process from start to finish while having a diverse range of opportunities for engaging work and professional growth.
The Opportunity:
You will translate the investment strategies designed by our Investment Policy Committee (IPC) into applicable orders for our trading team. By generating orders consistent with their recommendations, you maintain the integrity of portfolios for our high-net-worth clients and help them reach their long-term goals.
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. If you are eager to create value, we are confident you'll rise to the top. Reporting to your Team Leader and working with your mentor will help you develop skills that are transferable to future positions as you progress in your career.
The Day-to-Day:
Your Qualifications:
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:
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.
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
Responsibilities
Position Title: Implementation Associate