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Portfolio Analytics Associate

London, United Kingdom


Job Description


Are you interested in using data to report on capital markets? Your analysis will contribute to Fisher Investments Institutional Group (FIIG). You will work with a diverse client base of corporate investors, pension funds, insurance and financial institutions, healthcare organizations, and governments.


The Opportunity:


As a Portfolio Analytics Associate, you will provide market analysis and content for institutional investors. You will work with a global team that works together to handle clients in over 30 countries! You will create written commentary to arm our teams with a compelling story of why Fisher Investments adds value to the institutional investment universe. You will also produce internal data, reporting and business analysis for management. You will report to the Analytics Program Manager who will aid in your training for this role and professional development for future growth opportunities.


The Day-to-Day:

  • Create content and research materials regarding our thoughts on current events, market outlook and portfolio positioning
  • Respond to prospect and client questions about us, our strategies, investment philosophy, and more
  • Create convincing arguments and research supporting our top-down process
  • Master the tools (e.g., Excel, FactSet, and eVestment) required to coordinate internal decisions and external content


Your Qualifications:

  • Bachelor's degree, or equivalent combination of education and experience.
  • 1+ years experience in data analysis
  • Experience with complex functions in Microsoft Excel

Why Fisher Investments Europe:


The global Fisher organisation distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to investing. You can feel confident knowing that we align with our clients’ best interests by using a simple and transparent fee structure and recognised European custodians.

It’s the people that make the Fisher purpose possible, and to help our employees meet their long-term goals, we offer an array of benefits, including:

  • 100% coverage of the supplemental medical and dental premiums for you and your qualified dependents*
  • 28 days annual leave, increasing to 30 after 5 years of service, with the ability to purchase up to 3 additional days
  • Annual Health Screening for you and your qualified dependents*
  • 9% company pension contribution with an additional company match up to 5%
  • Two Pension Contributions methods to choose from
  • Monthly gym subsidy and Cyclescheme programme
  • Interest-free season ticket loan available for purchase upon six months of employment**
  • Voluntary worldwide business and leisure travel insurance, including winter sports
  • Two Wellness Programmes (free, confidential and available 24/7)
  • Enhanced maternity pay subject to 12-months continuous service
  • A collaborative working environment that practises ongoing training, educational support and employee appreciation events

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.



*Employees responsible for any benefit-in-kind taxes as classed by the HMRC

**Available only to regular full-time employees with at least a 12-month contract


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