Portfolio Insights & Evaluation Specialist (Hybrid)

Fisher Investments; Plano (TX); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

100% paid medical, dental and vision

50% 401(k) match

20 days PTO + 10 holidays

Family support programs

Job summary

Fisher Investments is hiring a Portfolio Evaluation Associate for January 2027 start. The role supports Relationship Managers by delivering insights from client portfolios and developing clear, actionable deliverables across content, education, technology, and infrastructure.

The position reports to a manager who is invested in your growth and long-term FI tenure. This in-office role offers opportunities to contribute across teams and grow through meaningful projects within the Global Investment

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

Problem solving

Team collaboration

Communication

Education

Bachelor's degree or equivalent

Job description

Fisher Investments is hiring a Portfolio Evaluation Associate for January 2027 start. The role supports Relationship Managers by delivering insights from client portfolios and developing clear, actionable deliverables across content, education, technology, and infrastructure.

The position reports to a manager who is invested in your growth and long-term FI tenure. This in-office role offers opportunities to contribute across teams and grow through meaningful projects within the Global Investment