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Portfolio Operations Associate

Plano, TX, United States
Operations
10851

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Job Description

Overview

Do you enjoy solving puzzles, supporting internal clients and improving the way work gets done? As a Portfolio Operations Associate, you will learn Fisher Investments' unique investment process and become an essential resource for our client Relationship Managers. As a part of our Portfolio Management Group, you will support the investment process while having a diverse range of learning 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 financial goals.

 

We hire from all majors and backgrounds because we believe we're better off with the diversity it brings. You will report to your Team Leader who will help you develop skills that are transferable to future positions as you progress in your career.

 

Day-to-Day:

  • Create and process orders for daily account maintenance and client cash flow needs
  • Build out new clients' portfolios
  • Provide trade rationale and recommendations to client relationship managers, as requested by clients
  • Develop thoughtful solutions to improve our daily processes

Your Qualifications:

  • Bachelor's degree or equivalent combination of experience
  • Manage complexity and coordinate across several departments under strict timelines
  • Eager to work in a collaborative environment to aid high-volume output
  • Connect with a wide array of audiences by phone and email
  • Comfortable working with numbers
  • 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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