Strategic Portfolio Allocation Analyst

Fisher Investments; Plano (TX); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Health benefits

401(k) match

Paid time off

Family support programs

Job summary

Fisher Investments in Plano, Texas, is seeking a Portfolio Evaluation Analyst who will assess client goals and current portfolios to recommend optimal asset allocations and benchmarks.

You will work with Investment Counselors and other teams to deliver customized solutions, handle special projects, and ensure recommendations align with our investment philosophy.

The ideal candidate has 5+ years in investment concepts, a Series 65 is preferred, and a bachelor's degree or equivalent.

Qualifications

• 5+ years of experience in investment and financial planning concepts.
• Understanding of extensive portfolio management practices.
• Strong client-focused, collaborative approach.
• Series 65 preferred; bachelor's degree or equivalent required.

Responsibilities

• Evaluate client goals and financial situations to recommend asset allocation and benchmarks.
• Collaborate with Investment Counselors to guide clients through portfolios.
• Provide direction for ad hoc projects and develop customized solutions.
• Review client situations and advise on outside annuities.
• Engage with clients on portfolio evaluation matters as needed.

Skills

Investment concepts

Financial planning

Portfolio management

Client-focused

Collaborative approach

Education

Series 65 (preferred)

Bachelor's degree or equivalent

Job description

Fisher Investments in Plano, Texas, is seeking a Portfolio Evaluation Analyst who will assess client goals and current portfolios to recommend optimal asset allocations and benchmarks.

You will work with Investment Counselors and other teams to deliver customized solutions, handle special projects, and ensure recommendations align with our investment philosophy.

The ideal candidate has 5+ years in investment concepts, a Series 65 is preferred, and a bachelor's degree or equivalent.