Portfolio Evaluation Analyst

Fisher Careers; Tampa (FL); Hybrid; USD 90,000 - 120,000; Full time

Benefits offered by this job

Premium coverage

401(k) match

PTO and holidays

Family benefits

Hybrid work option

Equal opportunity employer

Job summary

First Roles seeks a Portfolio Evaluation Analyst to contribute to investment strategy, asset allocation, and client-facing guidance. You will work with the IPC and cross-functional partners to tailor strategies for high-net-worth clients and complex financial situations, ensuring fiduciary excellence and client satisfaction.

The role emphasizes collaboration with Research, Client Service, Sales, and Investment Counselors, with opportunities to host client programs and bespoke solutions for

Qualifications

• Bachelor's degree or equivalent work experience; Series 65 preferred.
• 5+ years of experience in investment and financial planning concepts.
• Collaborative, client-focused with consultative experience in financial services.

Responsibilities

• Evaluate clients’ objectives and asset allocation to deliver tailored portfolios.
• Support Investment Counselors in explaining recommendations to clients.
• Develop bespoke solutions for high-AUM clients with tax or liquidity needs.
• Design strategies addressing concentrated positions and legacy planning.
• Assess outside holdings within the broader financial picture.
• Engage with clients on portfolio topics to strengthen relationships.

Skills

Investment concepts

Client focus

Collaborative work

Education

Bachelor's degree or equivalent

Job description

Are you a methodical thinker, intellectually curious, and motivated to guide others? As a Portfolio Evaluation Analyst, you’ll apply your expertise in portfolio management and client service with your genuine passion for positively impacting clients’ financial futures.

The Opportunity

In this role, you’ll serve as a key extension of our Investment Policy Committee (IPC), making thoughtful, customized decisions on clients’ investment strategies. Our team thoroughly evaluates each client’s unique financial circumstances to ensure their portfolios are optimally positioned for long-term investment success. You’ll collaborate closely with cross-functional partners—including Research, Client Service, Sales, and more—using clear, articulate communication to drive results. You’ll also have the chance to refine your ability to explain complex investment concepts by optionally hosting Client Programs sessions or working on bespoke client solutions.

The Day-to-Day

• Evaluate clients’ investment objectives and overall financial situation to deliver optimal asset allocation and portfolio benchmark recommendations, always placing clients’ best interests first
• Partner closely with our Investment Counselors to help them navigate clients through complex portfolio management questions, offering support in explaining portfolio recommendations
• Provide direction and hands-on assistance for new initiatives and ad hoc projects that advance our firm’s mission to improve the investment universe
• Develop and review specialized, tailored solutions for clients and prospects with unique financial, tax, estate, or liquidity needs—particularly high-AUM individuals and families requiring sophisticated customization
• Design bespoke portfolio strategies for high-net-worth clients, addressing concentrated positions, tax-efficient transitions, legacy planning, or other advanced considerations
• Assess the suitability of clients’ and prospective clients’ outside annuities or alternative holdings in the context of their broader financial picture
• Occasionally engage directly with clients on portfolio evaluation topics to support Investment Counselors and strengthen client relationships

Your Qualifications

• Series 65 (preferred) and Bachelor's degree or equivalent work experience
• 5+ years experience working with investment and financial planning concepts
• Understanding of portfolio management practices
• Collaborative approach with an emphasis on client focus
• Consultative experience in the financial services industry

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 dependents
• A 50% 401(k) match, up to the IRS maximum
• 20 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
• This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change.

FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER