Portfolio Strategy Engineer: Specialized Strategies

Fisher Investments; Plano (TX); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

100% paid medical, dental, and vision premiums

50% 401(k) match

20 days of PTO plus 10 paid holidays

Paid Primary Caregiver Leave

Job summary

A leading investment firm in Texas is seeking a Portfolio Analyst. The role involves supporting portfolio management processes and communicating strategies to clients. Candidates should have over 3 years of experience in portfolio management and a solid understanding of options and derivatives. We offer comprehensive benefits including paid medical premiums and a 50% 401(k) match. This position is primarily office-based, with potential hybrid options based on performance.

Qualifications

• 3+ years of experience in a portfolio management role.
• Experience with options and derivatives is a plus.
• Ability to manage large data sets and proficiency in financial systems.

Responsibilities

• Monitor and evaluate portfolio positioning and performance.
• Develop options and other derivative management tools.
• Create proposals to improve strategy performance and execution.
• Communicate strategy expertise to clients and stakeholders.

Skills

portfolio management

options and derivative strategy development

data manipulation

communication skills

Job description

A leading investment firm in Texas is seeking a Portfolio Analyst. The role involves supporting portfolio management processes and communicating strategies to clients. Candidates should have over 3 years of experience in portfolio management and a solid understanding of options and derivatives. We offer comprehensive benefits including paid medical premiums and a 50% 401(k) match. This position is primarily office-based, with potential hybrid options based on performance.