Portfolio Insight Analyst

Fisher Investments; Plano (TX); On-site; USD 60,000 - 95,000; Full time

Benefits offered by this job

Premium health benefits

401(k) match

PTO + holidays

Family leave programs

Hybrid option

Job summary

Fisher Investments seeks a Portfolio Evaluation Associate to sharpen analytical skills while supporting Relationship Managers with client insights. The role spans creating content, educating clients, enhancing technology, and strengthening infrastructure.

Start date January 2027; located in an in-office setting with potential hybrid options. Candidates should hold a bachelor’s degree or equivalent, be eager to learn, and communicate effectively by phone and email.

Qualifications

• Bachelor's degree or equivalent combination of education and experience.
• Commitment to quality of work within timelines.
• Proactive learner who handles setbacks and seeks improvement.
• Collaborative team player with strong communication skills.
• Engaging with a wide array of audiences by phone and email.

Responsibilities

• Prepare global investment proposals with portfolio strategies to maximize goals.
• Produce analyses to inform current and potential investment strategies.
• Run projected cash-flow analyses and create financial plans for clients.
• Collaborate on ad-hoc projects to improve the group and firm.

Skills

Analytical thinking

Team collaboration

Phone & email communication

Education

Bachelor's degree

Tools

Excel

PowerPoint

Financial modeling software

Job description

Fisher Investments seeks a Portfolio Evaluation Associate to sharpen analytical skills while supporting Relationship Managers with client insights. The role spans creating content, educating clients, enhancing technology, and strengthening infrastructure.

Start date January 2027; located in an in-office setting with potential hybrid options. Candidates should hold a bachelor’s degree or equivalent, be eager to learn, and communicate effectively by phone and email.