At a Glance
- Tasks: Lead fixed income strategies and collaborate with teams to drive investment decisions.
- Company: Fisher Investments, dedicated to bettering the investment universe with an inclusive culture.
- Benefits: 100% paid health premiums, 401(k) match, generous PTO, and family support programs.
- Other info: Join a Great Place to Work with exceptional career development opportunities.
- Why this job: Make a real impact in portfolio management while growing your expertise in a dynamic environment.
- Qualifications: 7+ years in fixed income, strong communication skills, and data management proficiency.
The predicted salary is between 70000 - 90000 £ per year.
We are seeking a passionate fixed income professional interested in playing a critical role in the investment decision making process. The ideal candidate is highly engaged, and eager to contribute beyond their seat—collaborating with peers to make portfolio decisions and expand the fixed income platform.
The Opportunity:
As a Senior Portfolio Engineer covering Fixed Income at Fisher Investments you will collaborate with a team to develop and implement portfolio ideas and support our Investment Policy Committee's decision-making across all fixed income strategies. Further, you will lead efforts to scale fixed income strategies across our global client base and develop new strategies to address client objectives. 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 Group Vice President of Portfolio Engineering for support and development.
The Day-to-Day:
- Leverage market knowledge with macroeconomic and quantitative/risk analysis to support the Investment Policy Committee in the construction, implementation, and ongoing management of all fixed income strategies.
- Review portfolios to ensure alignment with Investment Policy Committee views, investment guidelines and support portfolio adjustments including rebalancing and risk guidelines.
- Proactively translate top-down and sector views into portfolio level tilts in duration, curve shape, sector weights and security selection.
- Lead new strategy development across global client base to address areas of opportunity in fixed income space.
- Participate in external client meetings and respond to ad hoc client requests.
- Maintain and develop portfolio tools to improve the performance and scalability of fixed income portfolio management.
Your Qualifications:
- 7+ years of fixed income experience in a similar portfolio management role, including buy-side research and trading experience.
- A strong desire to lead growth initiatives across teams.
- A demonstrated history of communicating insights and driving portfolio impact.
- Manage and manipulate large data sets, proficiency in financial data systems.
- You have a desire to leverage your knowledge and skills to support our clients.
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.
Senior Portfolio Engineer (GARLAND) employer: Fisher Investments
Fisher Investments is an exceptional employer that prioritises the growth and well-being of its employees, offering a collaborative work culture where your insights directly impact investment strategies. With comprehensive benefits including fully paid medical premiums, generous PTO, and robust family support programs, you will thrive in an environment that values inclusivity and professional development. Join us in Garland to be part of a team dedicated to bettering the investment universe while enjoying meaningful career advancement opportunities.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Portfolio Engineer (GARLAND)
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
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Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Fisher Investments. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Senior Portfolio Engineer (GARLAND)
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Fisher Investments.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Fisher Investments's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Fisher Investments
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Fisher Investments.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Fisher Investments will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Fisher Investments employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
