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Financial Marketing and Analytics Associate

Plano, TX, United States
Communications
10743

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Job Description

Overview

As a Content Support Associate, you'll help drive our global sales and service efforts by preparing all marketing materials produced by the Institutional Group. The materials can range from a finals presentation highlighting our investment process, strategies and market outlook to a portfolio review for an existing client. Reporting to your Team Leader, you will have to opportunity to get involved with creative development and hands-on tasks which further our efforts around the globe and accommodate regional/cultural differences of global clientele.

 

The Day-to-Day:

  • Effectively manage the complexities of servicing a global clientele that includes multiple subsidiaries, currencies and strategies
  • Maintain current marketing materials, including product performance and characteristics across numerous Institutional strategies
  • Work directly with Sales and Service Relationship Managers, Research, Investment Policy Committee members and executive management to develop specific prospect, consultant, client and internal presentations
  • Design new material that helps our Relationship Managers in communicating a particular strategy or our current market outlook
  • Diligently ensure error-free deliverables
  • Improve the quality and timeliness of deliverables by refining existing processes or developing new ones

Your Qualifications:

  • Bachelor's degree or equivalent combination of education and experience
  • Explore and appreciate the growing complexities in servicing global clientele and their needs
  • Motivated by natural curiosity about the global markets and our strategies
  • Effectively manage your time, enjoying the challenge of dynamic priorities
  • Have a solid working knowledge of Excel (can maintain complex spreadsheets), PowerPoint and Adobe
  • Interpersonal savvy with refined written and verbal communication skills
  • U.S. candidates must be fully vaccinated as defined by the medical community against COVID-19 and provide proof of such vaccination by date of hire

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% paid medical, dental and vision premiums for you and your qualifying dependents
  • 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

 

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