Institutional Portfolio Analytics Analyst

As a Fisher Investments Europe Institutional Portfolio Analyst (IPA Analyst), you will support institutional sales and service by creating unique and compelling content and commentary, advanced analysis, and investment strategy support for institutional clients and prospective clients. This content will serve to educate and inform investors on the firm’s capital markets philosophy, current outlook, and provide a compelling story as to why Fisher adds value to the institutional investment universe. You will work with Sales and Service Professionals, Institutional Management, the Portfolio Management team, and other internal teams to support efforts directly increasing AUM. To be effective, you will analyse research data and stay current with Fisher’s capital markets outlook. You will be reporting to the Institutional Content and Portfolio Analytics Team Leader.

The Day-to-Day:

• Create content, analysis, and research materials for institutional investors regarding Fisher’s views on current events, market outlook and portfolio positioning

• Develop a comprehensive knowledge of our investment philosophy, process, portfolio themes and rationale

• Provide error-free analysis and commentary that help promote communications with prospects and build stronger relationships with clients

• Master the tools (e.g. Excel, FactSet, Morningstar, and eVestment) that Institutional Portfolio Analytics and other teams use to support reporting, develop content, and conduct analysis

• Support client deliverables, such as the quarterly client review and other required reporting (performance, attribution commentary, etc.)

• Familiarise yourself with the history of Fisher’s complete lineup of strategies and use this information to provide insights

• Partner with and learn from Relationship Managers and Institutional Management to create convincing narratives and create insightful research supporting Fisher’s top-down process

• Providing training and mentorship to other members of the team or group, helping build the competencies required to begin producing content themselves

• Bachelor’s degree or equivalent combination of education and experience required

• At least 3 years of professional experience

• Comfortability with parsing data from multiple information sources to deliver compelling content

• Drive to rapidly learn and test new ways of thinking, doing and communicating and seeking clarity by asking questions

• Experience writing on capital markets topics, particularly thematic or topical white papers

• Proficient in Microsoft Office software, particularly Excel

• Experience with data sources/software like FactSet/Morningstar/eVestment/MSCI Barra etc. is preferred but not required

The global Fisher organisation distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to investing. You can feel confident knowing that we align with our clients’ best interests by using a simple and transparent fee structure and recognised European custodians.

• It’s the people that make the Fisher purpose possible, and to help our employees meet their long-term goals, we offer an array of benefits, including:

• 100% paid premiums for our top-tier supplemental medical, dental and annual health screening plans for employees and their qualified dependents

• 28 days annual leave, with the ability to purchase up to 3 additional days per year, plus up to 8 paid holidays

• Enhanced maternity pay package with 16 weeks’ top up to full base pay for eligible employees

• $10,000 fertility, hormonal health and family-forming benefit

• A retirement pension plan, featuring a 9% company contribution of base pay with an additional company match of up to 5% of base pay on personal contributions

• Gym subsidy of up to £50 per month

• Employee Assistance Program and other emotional wellbeing services

• A collaborative working environment that practices ongoing training, educational support and employee appreciation events

• 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.