Portfolio Evaluation Associate

Fisher Investments; Tampa (FL); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Medical/Dental/Vision

401(k) match

Paid time off

Family support

Hybrid work option

Job summary

Fisher Investments in Tampa, FL is seeking a Portfolio Evaluation Associate starting January 2027. You will sharpen analytical skills while supporting Relationship Managers with insights to service clients effectively. The role offers exposure to global investment processes and a clear path for growth within FI.

You will review client portfolios, develop deliverables, and contribute to meaningful projects across teams. Start date is targeted for January 2027 and full-time employment is implied.

Qualifications

• Bachelor's degree or equivalent.
• Commitment to quality work while meeting deadlines.
• You learn from setbacks and strive to improve.
• You are helpful and collaborate with teammates.
• You can engage clients by phone and email.

Responsibilities

• Prepare global investment proposals to maximize client goals.
• Produce analyses to guide investment decisions.
• Run cash-flow projections and financial plans for clients.
• Collaborate on ad-hoc projects to improve the group.

Skills

Analytical thinking

Problem-solving

Communication by phone

Team collaboration

Adaptability

Education

Bachelor's degree or equivalent

Job description

Now hiring for January 2027!

Are you naturally curious and driven to find better ways of doing things? As a Portfolio Evaluation Associate, you’ll sharpen your analytical and problem-solving skills while gaining firsthand exposure to Fisher Investments’ unique, global investment process. In this role, you’ll become a trusted resource for our client Relationship Managers, helping ensure they have the insights they need to service clients effectively.

Joining the Portfolio Management Group means being part of the team that supports the investment process from start to finish. You’ll have the opportunity to contribute to meaningful projects, collaborate across teams, and build a foundation for long-term progression growth.

The Opportunity:

Portfolio Evaluation Associates review client portfolios and develop clear, insightful deliverables that empower our clients to make informed investment decisions. Your work will span across creating content, educating clients, enhancing technology, and strengthening our infrastructure. This role is located in either Camas, WA or Tampa, FL.

Whether or not you have a finance background, your possibilities here are endless. We welcome candidates from all majors and backgrounds, because we believe diverse perspectives make us stronger. You will report directly to and work closely with your manager, who is committed to supporting your growth and helping you build a life-long career with FI.

Target January 2027 start.

The Day-to-Day:

• Prepare global investment proposals with portfolio strategies designed to maximize the probability of achieving each investor's financial goals
• Produce analyses that help clients make informed decisions regarding their current and potential investment strategies
• Run projected cash-flow analyses and create financial plans that help our clients plan their financial future
• Work with teammates on ad-hoc projects that improve the group and firm

Your Qualifications:

• Bachelor's degree or equivalent combination of education and experience
• Commitment to maintain quality of work while sticking to a timeline
• You meet challenges head-on; You learn from your setbacks and work towards improvement
• You pride yourself on being helpful and collaborating with teammates
• You are engaging and can connect with a wide array of audiences by phone and email

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