Senior Portfolio Evaluation 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

The Opportunity:

Are you a methodical thinker, intellectually curious, and motivated to guide others? As a Portfolio Evaluation Analyst, you will deliver custom portfolio solutions for clients with complex and significant asset situations. You will report to the Portfolio Evaluation Group Manager and serve as the primary PMG coordinator and point of accountability for complex High AUM (High Assets Under Management) client cases. You will partner closely with High AUM Investment Counselors, Service Teams, and relevant partner teams to drive cohesive recommendations tailored to each client's goals, constraints, and broader financial situation.

The Day-to-Day:

• 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 are thoughtfully tailored to reflect their unique risk profiles and investment goals.
• Apply proficiency in Axioma, multi-year tax analysis, and tax-aware portfolio solutioning to synthesize complex inputs, evaluate alternatives, and develop recommendations for higher-stakes HAUM situations.
• Communicate directly with clients to present and strengthen recommendations, participate in in-person client meetings, and travel as needed for client-related activity.
• Provide direction and support for non-standard projects, ad hoc analyses, and complex casework tied to HAUM client needs, with an emphasis on delivering clear recommendations in situations that require elevated discretion and judgment.

Your Qualifications:

• 5+ years of experience with portfolio management and investment strategies
• Advanced qualitative and quantitative analytical skills
• Experience working across teams and working effectively across business units and partner functions to support cohesive client recommendations.
• Ability to present recommendations to clients, participate in in-person client meetings, and travel as needed for client-related activity. 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

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