Senior High-AUM Portfolio Strategy Analyst

Fisher Investments; Tampa, Northern (FL, KY); Hybride; USD 120 000 - 160 000; Plein temps

Avantages offerts par ce poste

Medical coverage

401(k) match

Paid time off

Family leave programs

Hybrid work option

Résumé du poste

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 Manager and act as the primary point of accountability for complex HAUM cases, aligning recommendations with client goals.

You will design asset allocations and transitions, apply tax-aware analyses with Axioma, and present findings in client meetings, traveling as needed.

Qualifications

• 5+ years of portfolio management and investment strategies experience
• Strong analytical skills, both qualitative and quantitative
• Cross-functional collaboration across teams and partner units
• Client-facing experience with high net worth individuals preferred
• Experience designing tax-aware portfolio solutions using optimization tools
• Bachelor's degree or equivalent experience

Responsabilités

• Lead evaluation of HAUM client objectives, asset allocation, and portfolio strategy
• Coordinate PMG for complex HAUM client cases and align stakeholders
• Design and implement advanced allocation and transition plans for HAUM clients
• Apply tax-aware portfolio solutioning and use Axioma to evaluate alternatives
• Present recommendations to clients and participate in in-person meetings; travel as needed
• Provide direction for non-standard projects and complex casework tied to HAUM needs

Connaissances

Portfolio management

Investment strategies

Analytical skills

Cross-functional collaboration

Client-facing

Travel for clients

Formation

Bachelor's degree or equivalent

Outils

Axioma

Description du poste

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 Manager and act as the primary point of accountability for complex HAUM cases, aligning recommendations with client goals.

You will design asset allocations and transitions, apply tax-aware analyses with Axioma, and present findings in client meetings, traveling as needed.