The Opportunity
The Portfolio Optimization Analyst operates in the office to support Fisher Investments' Portfolio Implementation and Optimization within the Portfolio Management Group (PMG). This role focuses on developing, calibrating, and monitoring systems that drive firm-wide trade order generation. You will help ensure portfolios are implemented correctly and contribute to minimizing trade order generation risk. Reporting to the vice president, you will assist team members on complex scenarios, using a combination of quantitative research and qualitative methodologies to advance PMG priorities and deliver innovative solutions aligned with clients' investment goals. This role is based in Camas, WA 98607 with hybrid remote work options.
The Day-to-Day
- Support key portfolio management decisions through rigorous testing and quantitative analysis of trade order generation data
- Collaborate with IT, Portfolio Implementation leadership and the Investment Policy Committee (IPC) to ensure technology solutions are appropriate and meet IPC trade order generation quality
- Support development and testing of new portfolio management technologies
- Partner with other internal groups, including PMG Strategic Initiatives, to develop training and infrastructure necessary to scale optimization analysis
- Partner with client services groups to address complex client scenarios through education and custom technology and optimization solutions
- Guide and motivate team members, fostering accountability and collaboration
- Analyze optimization data, investigate problematic optimizations to determine root cause, and support the development and testing of new optimization technologies and solutions
- Develop infrastructure to scale optimization analysis from design through testing and implementation
- Support High AUM and the development of internal training initiatives
- Work within CRD/TPS and Axioma Direct
Your Qualifications
- 3+ years of experience in the specific field and/or with optimization solutions
- Excellent oral and written communication skills
- Experience working both independently and in a team-oriented, collaborative environment
- Quickly adapt to shifting priorities, demands and timelines through analytical and problem-solving capabilities
- Able to elicit cooperation from different sources, including senior management, internal clients, and other departments
- Highly developed analytical ability
- Strong familiarity with change management and creative independent problem solving
- Master's Degree in Financial Engineering or similar field of study required
Compensation
Base salary: $80,200 - $115,000 per year in the state of WA. New hires should expect to start at the lower end of the range depending on experience. Eligible for a discretionary bonus based on firm and individual performance.
Why Fisher Investments
We work for a bigger purpose: improving 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 is the people who 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
