Senior High-AUM Portfolio Strategy Lead (Hybrid)

Fisher Investments; Camas (WA); Hybrid; USD 90,000 - 135,000; Full time

Benefits offered by this job

Excellent benefits

401(k) match

Paid time off

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 translate client goals into actionable asset allocations and strategies.

The role emphasizes advanced analysis, tax-aware portfolio design, and direct client interaction, including in-person meetings and travel as needed.

Qualifications

• 5+ years of experience with portfolio management and investment strategies.
• Advanced qualitative and quantitative analytical skills.
• Experience working across teams and partner functions 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.

Responsibilities

• Lead comprehensive evaluation of HAUM client investment objectives, financial situations, and constraints to develop tailored asset allocation, benchmark, and portfolio strategy recommendations.
• Be the primary PMG coordinator and point of accountability for complex HAUM client cases to align stakeholders, surface tradeoffs, and drive cohesive recommendations across PMG and partner teams.
• Design and implement advanced portfolio allocation and transition management plans for HAUM clients, ensuring that recommendations reflect their risk profiles and goals.
• Apply proficiency in Axioma, multi-year tax analysis, and tax-aware portfolio solutioning to synthesize inputs, evaluate alternatives, and develop recommendations.
• Communicate directly with clients to present and strengthen recommendations, participate in in-person client meetings, and travel as needed.
• Provide direction and support for non-standard projects, ad hoc analyses, and complex casework tied to HAUM client needs.

Skills

Portfolio management

Analytical skills

Cross-functional collaboration

Client-facing

Tax-aware strategies

Axioma proficiency

Non-standard problem solving

Education

Bachelor's degree or equivalent experience

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 translate client goals into actionable asset allocations and strategies.

The role emphasizes advanced analysis, tax-aware portfolio design, and direct client interaction, including in-person meetings and travel as needed.