Welcome page Returning Candidate? Log back in! Portfolio Analyst Location US-TX-Plano Category Portfolio Management Job ID 2025-15214 Overview

Are you passionate about creating a positive impact? Do you enjoy learning the ins and outs of financial markets, portfolio management and investment research? Your skills and passions could help our ability to support our top-down portfolio management process and help more clients accomplish their investing goals.

The Opportunity:

 

As a Portfolio Analyst at Fisher Investments you have the opportunity to support our Investment Policy Committee’s portfolio management process by developing strategy and market expertise. You will work closely with our Research Analysts, Trading and Implementation peers and other Portfolio Engineers to develop expertise across aspects of portfolio management processes, including leading rebalances and overseeing trade life cycles. In this highly impactful role, you will communicate your strategy expertise and insights to internal clients and to the firm’s largest, most sophisticated clients and prospects, via client meetings and written/visual deliverables. You will report directly to the Portfolio Engineer Group Manager for support and development.

The Day-to-Day:

Monitor and evaluate portfolio positioning and performance, with ad hoc elevations to the Investment Policy CommitteeWork independently and with peers to create proactive proposals to improve strategy performanceEnsure all trading and rebalance activity accurately reflects the Investment Policy Committee’s expectationsCommunicate your strategy expertise to internal and external clients and stakeholders

Your Qualifications:

5+ years of experience in a similar portfolio management role, including buy-side research and trading experienceA demonstrated history of communicating insights and creating portfolio impactsAbility to manage and manipulate large data sets, proficiency in financial data systemsProfessional experience taking complex topics and breaking them down for othersYou have a desire to leverage your knowledge and skills to support our clients

Why Fisher Investments:

 

We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. 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 dependentsA 50% 401(k) match, up to the IRS maximum20 days of PTO, plus 10 paid holidays Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care

FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

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