Senior Portfolio Evaluation & Strategy Analyst

Fisher Investments; Tampa (FL); On-site; USD 110,000 - 165,000; Full time

Benefits offered by this job

100% paid medical, dental and vision

401(k) match 50%

20 days of PTO + 10 holidays

Family Support programs

Job summary

Fisher Investments is seeking a Portfolio Evaluation Analyst to join our team, playing a central role on the Investment Policy Committee to tailor investment strategies to each client’s unique financial situation and long-term goals.

You’ll partner with Research, Client Service, Sales, and Investment Counselors to explain recommendations clearly and to develop bespoke solutions for high-net-worth clients with sophisticated needs.

Qualifications

• 5+ years of experience in investment and financial planning concepts.
• Understanding of portfolio management practices.
• Collaborative approach with an emphasis on client focus.
• Consultative experience in the financial services industry.

Responsibilities

• Evaluate clients’ investment objectives and overall financial situation to deliver optimal asset allocation and portfolio benchmark recommendations, always placing clients’ best interests first
• Partner closely with our Investment Counselors to help them navigate clients through complex portfolio management questions, offering support in explaining portfolio recommendations
• Provide direction and hands-on assistance for new initiatives and ad hoc projects that advance our firm’s mission to improve the investment universe
• Develop and review specialized, tailored solutions for clients and prospects with unique financial, tax, estate, or liquidity needs—particularly high-AUM individuals and families requiring sophisticated customization
• Design bespoke portfolio strategies for high-net-worth clients, addressing concentrated positions, tax-efficient transitions, legacy planning, or other advanced considerations
• Assess the suitability of clients’ and prospective clients’ outside annuities or alternative holdings in the context of their broader financial picture
• Occasionally engage directly with clients on portfolio evaluation topics to support Investment Counselors and strengthen client relationships

Skills

Client focus

Collaborative

Consultative experience

Communication

Education

Bachelor's degree or equivalent

Job description

Fisher Investments is seeking a Portfolio Evaluation Analyst to join our team, playing a central role on the Investment Policy Committee to tailor investment strategies to each client’s unique financial situation and long-term goals.

You’ll partner with Research, Client Service, Sales, and Investment Counselors to explain recommendations clearly and to develop bespoke solutions for high-net-worth clients with sophisticated needs.