At a Glance
- Tasks: Support portfolio management and develop investment strategies to help clients achieve their goals.
- Company: Fisher Investments, dedicated to bettering the investment universe with an inclusive culture.
- Benefits: 100% paid medical, 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 finance while learning from industry experts.
- Qualifications: 3+ years in portfolio management, strong communication skills, and data manipulation experience.
The predicted salary is between 60000 - 80000 £ per year.
Are you passionate about creating a positive impact? Do you enjoy learning the ins and outs of financial markets, portfolio management and investment research? Your skills and passions could help our ability to support our top-down portfolio management process and help more clients accomplish their investing goals.
The Opportunity:
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.
The Day-to-Day:
- 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.
Your Qualifications:
- 3+ years of experience in a similar portfolio management role, including buy-side research and trading experience.
- Experience in options and other derivative strategy development, operations, trading, and/or investments a plus.
- 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.
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.
Portfolio Engineer Specialized Strategies (PLANO) employer: Fisher Investments
Fisher Investments is an exceptional employer that prioritises the growth and well-being of its employees, offering a supportive and inclusive work culture in Plano. With comprehensive benefits such as fully paid medical premiums, generous PTO, and robust family support programs, employees are empowered to thrive both personally and professionally. The firm’s commitment to learning and development ensures that team members can continuously enhance their skills while contributing to a meaningful mission of bettering the investment universe.
StudySmarter Expert Advice🤫
We think this is how you could land Portfolio Engineer Specialized Strategies (PLANO)
✨Get Involved in Finance Communities
Join investment and asset management forums or local finance meetups. Engaging with professionals in these circles can not only help you learn the ropes but also put you in touch with potential employers like Fisher Investments, who often scout for talent at such events.
✨Utilise Networking Platforms
Connect with professionals already working in asset management on platforms like LinkedIn. A personal message showing your interest in their role or asking for advice can lead to significant connections that might tip the scales in your favour at companies like Fisher Investments.
✨Show Off Your Financial Skills
Consider contributing to investment blogs or even creating your own content. Sharing your insights and analyses can demonstrate your knowledge and passion for the industry, making you stand out when applying for roles at organisations like Fisher Investments.
✨Engage with Recruitment Events
Attend finance recruitment fairs and expos. These events are perfect for making a strong impression with recruiters and potentially securing interviews. Many companies, including Fisher Investments, attend these events to scout for fresh talent, so make sure you stand out with your enthusiasm and knowledge!
We think you need these skills to ace Portfolio Engineer Specialized Strategies (PLANO)
Some tips for your application 🫡
Highlight Your Analytical Skills:In asset management, it's all about the numbers! Make sure your CV showcases your analytical skills, particularly any experience with financial modelling or quantitative analysis. Employers like Fisher Investments want to see how you can dissect data and turn it into actionable insights, so don't hold back on your achievements!
Show Off Your Relevant Qualifications:Having the right qualifications can be a game changer in investment roles. If you've got a degree in finance, economics, or a related field, flaunt it! Also, if you have any certifications like CFA or CAIA, mention those too. It’ll help demonstrate your commitment and expertise in the field to Fisher Investments.
Tailor Your Cover Letter to Reflect Passion for Investment:Your cover letter is your chance to express your enthusiasm for the investment world. Share why you're drawn to asset management and your understanding of market trends. The hiring team at Fisher Investments will be keen to see that passion and how you keep up with industry news and developments.
Quantify Your Achievements:Don’t just tell them what you did - show them! When detailing your previous experience, include quantifiable achievements to illustrate your impact. Whether it’s percentage growth on a portfolio or cost savings in a project, these figures will help your application stand out to Fisher Investments. Numbers speak louder than words!
How to prepare for a job interview at Fisher Investments
✨Brush Up on Financial Modelling
For a role in investment asset management, being well-versed in financial modelling is crucial. Make sure you can articulate your experience with tools like Excel or any specialised software you've used. Maybe even prepare a couple of examples of financial models you've built or analysed.
✨Know Your Investment Strategies
Expect questions around different investment strategies and how you would apply them in various market scenarios. Get ready to discuss current market trends and how they impact portfolio management. This shows you're not just about the theory but also keeping an eye on real-world applications.
✨Show Your Analytical Skills
Since this is a full-time role, companies like Fisher Investments want to see your analytical thinking in action. Prepare to solve case studies or tackle some numerical puzzles during the interview. Practicing these types of questions will boost your confidence and show off your skills.
✨Discuss Your Long-Term Career Goals
As you’re applying for a full-time position, the interviewers will be interested in your commitment to the field. Be ready to discuss how this role fits into your long-term career plans in asset management. This shows you're not just looking for any job, but you’re genuinely interested in growing withFisher Investments.
