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Portfolio Analytics Associate

Plano, TX, United States
Operations
10848

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Job Description

Overview

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
  • 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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