Portfolio Evaluation Analyst

Are you a methodical thinker, intellectually curious, and motivated to guide others? As a Portfolio Evaluation Analyst, you’ll apply your expertise in portfolio management and client service with your genuine passion for positively impacting clients’ financial futures.The Opportunity:In this role, you’ll serve as a key extension of our Investment Policy Committee (IPC), making thoughtful, customized decisions on clients’ investment strategies. Our team thoroughly evaluates each client’s unique financial circumstances to ensure their portfolios are optimally positioned for long-term investment success. You’ll collaborate closely with cross-functional partners—including Research, Client Service, Sales, and more—using clear, articulate communication to drive results. You’ll also have the chance to refine your ability to explain complex investment concepts by optionally hosting Client Programs sessions or working on bespoke client solutions.The Day-to-Day:Evaluate clients’ investment objectives and overall financial situation to deliver optimal asset allocation and portfolio benchmark recommendations, always placing clients’ best interests firstPartner closely with our Investment Counselors to help them navigate clients through complex portfolio management questions, offering support in explaining portfolio recommendationsProvide direction and hands-on assistance for new initiatives and ad hoc projects that advance our firm’s mission to improve the investment universeDevelop and review specialized, tailored solutions for clients and prospects with unique financial, tax, estate, or liquidity needs—particularly high-AUM individuals and families requiring sophisticated customizationDesign bespoke portfolio strategies for high-net-worth clients, addressing concentrated positions, tax-efficient transitions, legacy planning, or other advanced considerationsAssess the suitability of clients’ and prospective clients’ outside annuities or alternative holdings in the context of their broader financial pictureOccasionally engage directly with clients on portfolio evaluation topics to support Investment Counselors and strengthen client relationshipsYour Qualifications:Series 65 (preferred) and Bachelor's degree or equivalent work experience5+ years experience working with investment and financial planning conceptsUnderstanding of portfolio management practicesCollaborative approach with an emphasis on client focusConsultative experience in the financial services industryWhy 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 dependentsA 50% 401(k) match, up to the IRS maximum20 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 careThis 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