Portfolio Evaluation Analyst

Fisher Investments; Tampa (FL); On-site; USD 110,000 - 165,000; Full time

Benefits offered by this job

100% paid medical, dental and vision

401(k) match 50%

20 days of PTO + 10 holidays

Family Support programs

Job summary

Fisher Investments is seeking a Portfolio Evaluation Analyst to join our team, playing a central role on the Investment Policy Committee to tailor investment strategies to each client’s unique financial situation and long-term goals.

You’ll partner with Research, Client Service, Sales, and Investment Counselors to explain recommendations clearly and to develop bespoke solutions for high-net-worth clients with sophisticated needs.

Qualifications

• 5+ years of experience in 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.

Responsibilities

• 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

Skills

Client focus

Collaborative

Consultative experience

Communication

Education

Bachelor's degree or equivalent

Job description

Are you a methodical thinker, intellectually curious, and motivated to guide others? As aPortfolio 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