Portfolio Strategy Engineer - Hybrid Role

Fisher Investments; Camas (WA); Hybrid; USD 80,000 - 120,000; Full time

Benefits offered by this job

Medical, dental and vision premiums

401(k) match

PTO and holidays

Family support programs

Hybrid work option

Job summary

Fisher Investments in Washington is seeking a Portfolio Analyst to support the Investment Policy Committee's portfolio management process and develop strategy with market expertise. You will work with Research Analysts, Trading, and Portfolio Engineers to lead rebalances and oversee trade life cycles, articulating insights to internal clients and top clients.

The role emphasizes analyzing portfolio positioning, creating derivative management tools, and translating complex topics into actionable

Qualifications

• 3+ years of experience in portfolio management, including buy-side research/trading
• Experience with options and derivative strategy development is a plus
• Strong ability to communicate insights and influence portfolio decisions
• Ability to manipulate large data sets and use financial data systems
• Experience translating complex topics for clients and colleagues

Responsibilities

• Monitor and evaluate portfolio positioning and performance
• Develop derivative management tools for new strategies
• Propose proactive ideas to improve strategy performance
• Ensure trading and rebalance activity align with IPC expectations
• Communicate strategy insights to internal/external clients

Skills

Portfolio management

Derivatives

Data analysis

Communication

Buy-side experience

Tools

Financial data systems

Job description

Fisher Investments in Washington is seeking a Portfolio Analyst to support the Investment Policy Committee's portfolio management process and develop strategy with market expertise. You will work with Research Analysts, Trading, and Portfolio Engineers to lead rebalances and oversee trade life cycles, articulating insights to internal clients and top clients.

The role emphasizes analyzing portfolio positioning, creating derivative management tools, and translating complex topics into actionable