Senior Portfolio Evaluation Analyst

Fisher Investments; Tampa, Northern (FL, KY); Hybrid; USD 120,000 - 160,000; Full time

Benefits offered by this job

Medical coverage

401(k) match

Paid time off

Family leave programs

Hybrid work option

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 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

Responsibilities

• 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

Skills

Portfolio management

Investment strategies

Analytical skills

Cross-functional collaboration

Client-facing

Travel for clients

Education

Bachelor's degree or equivalent

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