Portfolio Engineer Specialized Strategies
About The Position
As a Portfolio Analyst at Fisher Investments you have the opportunity to support our Investment Policy Committee's portfolio management process by developing strategy and market expertise. 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 Portfolio Engineer Group Manager for support and development
Requirements
- 3+ years of experience in a similar portfolio management role, including buy-side research and trading experience
- A demonstrated history of communicating insights and creating portfolio impacts
- Ability to manage and manipulate large data sets, proficiency in financial data systems
- Professional experience taking complex topics and breaking them down for others
- You have a desire to leverage your knowledge and skills to support our clients
Nice To Haves
- Experience in options and other derivative strategy development, operations, trading, and/or investments a plus
Responsibilities
- Monitor and evaluate portfolio positioning and performance, with ad hoc elevations to the Investment Policy Committee
- Develop options and other derivative management tools and operations to support new strategies
- Work independently and with peers to create proactive proposals to improve strategy performance and execution
- Ensure all trading and rebalance activity accurately reflects the Investment Policy Committee's expectations
- Communicate your strategy expertise to internal and external clients and stakeholders
Benefits
- 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
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
