Portfolio Insight Analyst — Drive Client Investments

Fisher Investments; Camas, Northern (WA, KY); Hybrid; USD 55,000 - 70,000; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k) match

PTO & holidays

Family care programs

Hybrid work option

Job summary

Fisher Investments in Camas, WA (or Tampa, FL) seeks a Portfolio Evaluation Associate starting January 2027 to sharpen analytical skills and support Relationship Managers with actionable insights. The role spans preparing investment proposals, analyses, and cash-flow projections, enabling clients to make informed decisions.

We welcome candidates from diverse backgrounds. The position reports to a manager dedicated to supporting your growth and long‑term career with FI. Start date January 2027.

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.

Responsibilities

• 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

Skills

Analytical thinking

Team collaboration

Communication skills

Problem solving

Education

Bachelor's degree or equivalent

Job description

Fisher Investments in Camas, WA (or Tampa, FL) seeks a Portfolio Evaluation Associate starting January 2027 to sharpen analytical skills and support Relationship Managers with actionable insights. The role spans preparing investment proposals, analyses, and cash-flow projections, enabling clients to make informed decisions.

We welcome candidates from diverse backgrounds. The position reports to a manager dedicated to supporting your growth and long‑term career with FI. Start date January 2027.