Senior Portfolio Engineer

Fisher Investments Careers; Gresham (OR); On-site; USD 95,000 - 175,000; Full time

Benefits offered by this job

100% paid medical, dental and vision

401(k) match

Paid time off and holidays

Hybrid work option

Equal Opportunity Employer

Job summary

Fisher Investments seeks a Senior Portfolio Engineer, Fixed Income, to collaborate with peers on portfolio decisions across all fixed income strategies. You will lead strategy development, rebalance decisions, and client communications while scaling initiatives for a global client base.

You will report to the Group Vice President of Portfolio Engineering and work with Research, Trading, and Implementation peers to deliver impactful results for sophisticated clients and prospects.

Qualifications

• 7+ years of fixed income experience in a portfolio management role (buy-side)
• Demonstrated ability to lead growth initiatives across teams
• Proven track record communicating insights and driving portfolio impact
• Ability to manage and manipulate large data sets in financial systems

Responsibilities

• Support Investment Policy Committee with fixed income strategy construction and management
• Review portfolios for alignment with policy views and risk guidelines
• Translate top-down views into portfolio tilts for duration, curve shape, and sector weights
• Lead development of new fixed income strategies for a global client base
• Participate in external client meetings and respond to ad hoc requests
• Maintain and develop portfolio tools to improve performance and scalability

Skills

Fixed income experience

Leadership

Communication of insights

Data manipulation

Tools

Financial data systems

Job description

We are seeking a passionate fixed income professional interested in playing a critical role in the investment decision making process. The ideal candidate is highly engaged, and eager to contribute beyond their seat—collaborating with peers to make portfolio decisions and expand the fixed income platform.

The Opportunity:

As a Senior Portfolio Engineer covering Fixed Income at Fisher Investments you will collaborate with a team to develop and implement portfolio ideas and support our Investment Policy Committee's decision- making across all fixed income strategies. Further, you will lead efforts to scale fixed income strategies across our global client base and develop new strategies to address client objectives. You will work closely with our Research Analysts, Trading and Implementation peers and other Portfolio Engineers to develop expertise across aspects of portfolio management processes, including leading rebalances and overseeing trade life cycles. In this highly impactful role, you will communicate your strategy expertise and insights to internal clients and to the firm's largest, most sophisticated clients and prospects, via client meetings and written/visual deliverables. You will report directly to the Group Vice President of Portfolio Engineering for support and development.

The Day-to-Day:

• Leverage market knowledge with macroeconomic and quantitative/risk analysis to support the Investment Policy Committee in the construction, implementation, and ongoing management of all fixed income strategies
• Review portfolios to ensure alignment with Investment Policy Committee views, investment guidelines and support portfolio adjustments including rebalancing and risk guidelines
• Proactively translate top-down and sector views into portfolio level tilts in duration, curve shape, sector weights and security selection
• Lead new strategy development across global client base to address areas of opportunity in fixed income space
• Participate in external client meetings and respond to ad hoc client requests
• Maintain and develop portfolio tools to improve the performance and scalability of fixed income portfolio management

Your Qualifications:

• 7+ years of fixed income experience in a similar portfolio management role, including buy-side research and trading experience
• A strong desire to lead growth initiatives across teams
• A demonstrated history of communicating insights and driving portfolio impact
• Manage and manipulate large data sets, proficiency in financial data systems
• You have a desire to leverage your knowledge and skills to support our clients

Compensation:

• $95,000 – $175,000 base salary per year in the state of WA. New hires should expect to start at the lower end of the range depending on experience
• Eligible for a discretionary bonus based on firm and individual performance

Why Fisher Investments:

We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:

• 100% paid medical, dental and vision premiums for you and your qualifying dependents
• A 50% 401(k) match, up to the IRS maximum
• 20 days of PTO, plus 10 paid holidays
• Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care
• This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change.

FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER