Portfolio Strategy Engineer: Specialized Strategies

Fisher Investments; Tampa (FL); On-site; USD 85,000 - 125,000; 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

Family Support programs, including paid caregiver leave

Opportunity for hybrid work from home program

Job summary

A leading investment firm in Tampa, FL is seeking an experienced Portfolio Analyst to support the Investment Policy Committee's portfolio management process. The role involves monitoring portfolio performance, developing options strategies, and communicating insights to internal and external clients. The ideal candidate has over 3 years of experience in portfolio management and strong analytical and communication skills. This position offers a supportive culture and significant employee benefits including fully paid medical coverage and PTO.

Qualifications

• 3+ years of experience in a portfolio management role.
• Experience with options and derivatives is a plus.
• Ability to communicate complex insights effectively.

Responsibilities

• Monitor and evaluate portfolio performance.
• Develop options and derivative management tools.
• Create proactive proposals to improve strategy execution.
• Ensure trading aligns with Investment Policy Committee's expectations.
• Communicate strategy to clients and stakeholders.

Skills

Portfolio management experience

Research and trading experience

Options and derivative strategy development

Data management skills

Communication skills

Job description

A leading investment firm in Tampa, FL is seeking an experienced Portfolio Analyst to support the Investment Policy Committee's portfolio management process. The role involves monitoring portfolio performance, developing options strategies, and communicating insights to internal and external clients. The ideal candidate has over 3 years of experience in portfolio management and strong analytical and communication skills. This position offers a supportive culture and significant employee benefits including fully paid medical coverage and PTO.