Portfolio Strategy Analyst for HNW Clients | Hybrid

Fisher Investments; Camas (WA); On-site; USD 85,000 - 135,000; Full time

Benefits offered by this job

Medical premiums

Dental premiums

Vision premiums

401(k) match

Paid time off

Holidays

Job summary

Fisher Investments in the United States is seeking a Portfolio Evaluation Analyst to extend our Investment Policy Committee’s guidance, delivering customized investment strategies aligned with clients’ financial goals. You’ll collaborate with Research, Client Service, and Sales to translate complex concepts into clear, actionable advice.

The role emphasizes rigorous analysis, thoughtful client interactions, and the ability to design bespoke strategies for high-net-worth individuals and families,

Qualifications

• Series 65 preferred and Bachelor’s degree or equivalent work experience.
• 5+ years of experience with investment and financial planning concepts.
• Understanding of portfolio management practices.
• Collaborative approach with a strong client focus.
• Consultative experience in the financial services industry.

Responsibilities

• Evaluate clients’ investment objectives and financial situations to guide asset allocation and benchmark recommendations.
• Collaborate with Investment Counselors to address complex portfolio questions and explain recommendations.
• Lead or support new initiatives and ad hoc projects advancing Fisher Investments’ mission.
• Develop tailored solutions for high-AUM clients with unique tax, estate, or liquidity needs.
• Design bespoke portfolio strategies for high-net-worth clients, including concentrated positions and tax-efficient transitions.
• Assess the suitability of outside annuities or alternative holdings within clients’ broader financial picture.
• Engage with clients on portfolio evaluation topics to strengthen relationships.

Skills

Client-focused

Collaborative

Communication

Consultative skills

Portfolio management knowledge

Financial planning concepts

Education

Series 65 certification preferred

Bachelor’s degree or equivalent experience

Job description

Fisher Investments in the United States is seeking a Portfolio Evaluation Analyst to extend our Investment Policy Committee’s guidance, delivering customized investment strategies aligned with clients’ financial goals. You’ll collaborate with Research, Client Service, and Sales to translate complex concepts into clear, actionable advice.

The role emphasizes rigorous analysis, thoughtful client interactions, and the ability to design bespoke strategies for high-net-worth individuals and families,