Portfolio Strategy & Analytics 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

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.