Senior High-AUM Portfolio Evaluation & Strategy Analyst

Fisher Investments; Plano (TX); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

100% paid medical, dental and vision

50% 401(k) match

20 days of PTO + 10 holidays

Family Support and caregiver leave

Job summary

Fisher Investments is seeking a Portfolio Evaluation Analyst to deliver tailored portfolio solutions for High AUM clients. You will coordinate with the Portfolio Evaluation Group and partner teams to surface tradeoffs and drive cohesive recommendations across PMG.

Responsibilities include leading objective evaluations, designing advanced allocation plans, and presenting to clients with a focus on risk profiles and goals. This in-office role requires strong analysis and client-facing skills.

Qualifications

• 5+ years of experience with portfolio management and investment strategies.
• Advanced qualitative and quantitative analytical skills.
• Experience working across teams and business units to support cohesive client recommendations.
• Prior client-facing experience with high net worth individuals preferred.
• Experience constructing tax-aware portfolio solutions and proficiency with portfolio optimization software such as Axioma.
• Ability to develop non-standard solutions for complex client situations.
• Bachelor's degree or equivalent experience.

Responsibilities

• Lead comprehensive evaluation of HAUM client objectives to develop tailored asset allocation and portfolio strategy.
• Be the primary PMG coordinator for complex HAUM client cases and align stakeholders.
• Design and implement advanced portfolio allocation and transition plans for HAUM clients.
• Apply proficiency in Axioma, multi-year tax analysis, and tax-aware solutioning to synthesize inputs.
• Communicate with clients to present recommendations and participate in in-person meetings; travel as needed.
• Provide direction for non-standard projects and ad hoc analyses tied to HAUM client needs.

Skills

Portfolio management

Investment strategies

Analytical skills

Cross-functional collaboration

Client-facing communication

Tax-aware portfolio solutions

Axioma proficiency

Non-standard solutions

Travel readiness

Education

Bachelor's degree

Tools

Axioma

Job description

Fisher Investments is seeking a Portfolio Evaluation Analyst to deliver tailored portfolio solutions for High AUM clients. You will coordinate with the Portfolio Evaluation Group and partner teams to surface tradeoffs and drive cohesive recommendations across PMG.

Responsibilities include leading objective evaluations, designing advanced allocation plans, and presenting to clients with a focus on risk profiles and goals. This in-office role requires strong analysis and client-facing skills.