Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Portfolio Evaluation Analyst

Full-time

Fisher Investments

: Overview: Are you a methodical thinker and motivated to guide others? As a Portfolio Evaluation Analyst at Fisher Investments, you'll use your expertise in portfolio management and passion towards affecting clients' financial lives. The Opportunity: As a Portfolio Evaluation Analyst, you have the opportunity to work under the guidance of our Investment Policy Committee (IPC) and make customized decisions to clients' asset allocations. Our team evaluates each client's financial situations to ensure portfolios are optimally positioned to achieve long-term goals. During this process, you'll collaborate closely with other internal departments, including Research, Service, Sales and several other areas. You will take ownership and accountability, meet deadlines and produce high-quality customized portfolios, and observe feedback whenever possible. With the ability to provide clarity in an ambiguous environment while contributing rationale consistent with our investment philosophy. The Day-to-Day:
  • Evaluate clients' investment goals and financial situations to produce optimal asset allocation and benchmark recommendations, while always prioritizing clients' interests
  • Partner with our Investment Counselors to help them navigate clients through nuanced financial situations and provide coaching towards portfolio recommendations
  • Provide direction and assistance for new and ad hoc projects to demonstrate our firm's commitment to bettering the investment universe
  • Review and create specialized solutions for clients and potential clients with unique financial and tax situations
  • Appraise the appropriateness of clients' and prospective clients' outside annuities
  • Occasionally engage with clients about portfolio evaluation matters to support Investment Counselors
Your Qualifications:
  • Series 65 (preferred) and Bachelor's degree or equivalent work experience
  • 5+ years experience working with investment and financial planning concepts
  • Understanding of extensive portfolio management practices
  • Collaborative approach with an emphasis on client focus
  • Consultative experience in the financial services industry
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 (*17 days of PTO and 3 days of sick time for California employees)
  • Family Support programs including 8 weeks Paid Primary Caregiver leave, adoption assistance and back-up child care
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

Vacancy posted 9 hours ago
Similar jobs that could be interesting for youBased on the Portfolio Evaluation Analyst in Plano, TX vacancy
  • ## Sr. Portfolio AnalystApplyremote type: Hybridlocations: Addison, TX: Fort Worth, TX: Remote...  ...**# General SummaryThe Senior Portfolio Analyst is a blended analytics role spanning the...  ...the collections lifecycle.* Support evaluation of collections vendors and scoring models... 
    Suggested
    Work experience placement
    Remote work

    Elevate

    Addison, TX
    22 hours ago
  • Dormont Manufacturing Co in Allen, Texas, is looking for a skilled Portfolio Manager who will be responsible for developing business cases, managing product performance, and utilizing Business Intelligence tools like Tableau and Power BI. The ideal candidate has over 5... 
    Suggested

    Dormont Manufacturing Co

    Allen, TX
    3 days ago
  •  ...transaction. In this role, you will work closely with senior team members, financial analysts, and transaction advisors to help practice owners understand the value of their business, evaluate potential exit or partnership opportunities, and navigate the process of taking... 
    Suggested
    Private practice
    Work at office

    Xite Realty

    Richardson, TX
    5 days ago
  •  ...Portfolio Management Group Position The Portfolio Management Group (PMG) is the implementation engine for Private Banking's discretionary investment business, providing leverage for investment advisors and other front office partners as they pursue the Firm's growth... 
    Suggested
    Work experience placement
    Shift work

    Chase

    Plano, TX
    17 hours ago
  • $50 - $60 per hour

     ...per hour, with bonus rates available on some projects   Responsibilities: Give AI chatbots diverse and complex problems and evaluate their outputs Evaluate the quality produced by AI models for correctness and performance   Qualifications: Fluency in... 
    Suggested
    Hourly pay
    Contract work
    For contractors
    Work experience placement
    Remote work

    Data Annotation

    Allen, TX
    3 days ago
  • $1,750 - $2,150 per month

    Mercor is seeking experienced cybersecurity professionals in Allen, Texas to enhance AI systems focused on threat detection and security operations. Candidates will review AI-generated outputs, create realistic cybersecurity workflows, and provide feedback on AI accuracy...
    Remote job

    Mercor Inc

    Allen, TX
    1 day ago
  • $50 - $60 per hour

     ...per hour, with bonus rates available on some projects   Responsibilities: Give AI chatbots diverse and complex problems and evaluate their outputs Evaluate the quality produced by AI models for correctness and performance   Qualifications: Fluency in... 
    Hourly pay
    Contract work
    For contractors
    Work experience placement
    Remote work

    Data Annotation

    Frisco, TX
    more than 2 months ago
  • $95k - $110k

     ...the organization. This includes analyzing potential value and risk to ensure new initiatives align with the long‑term strategy. Portfolio Performance Tracking & Optimization: Continuously refine and optimize portfolio strategies and priorities. Track product performance... 

    Dormont Manufacturing Co

    Allen, TX
    2 days ago
  •  ...Angeles, CA Market Risk Team: Track market events, perform portfolio analysis and provide risk advisory for multiple asset classes,...  ...and Capital Risk. Locations: New York, NY Country Risk Team: Evaluates countries across a range of factors - including macroeconomic,... 
    Summer work
    Internship
    Work at office
    Immediate start
    Visa sponsorship

    Chase

    Plano, TX
    2 days ago
  •  ...relationship-building and client management skills. ~ Self-motivated and results-driven, with the ability to manage and grow a portfolio of business. Preferred Requirements: Experience with Salesforce.com. Familiarity with Bloomberg and financial market... 
    Temporary work
    Casual work
    Work at office
    Flexible hours

    Catalyst Corporate FCU

    Plano, TX
    2 days ago
  • $100k - $150k

     ...insights. Support strategic initiatives including pricing decisions, capital investments, and contract profitability analysis. Evaluate financial performance trends and present findings with clear recommendations for ownership. Assess with evaluation of vendor... 
    Permanent employment
    Contract work
    Temporary work
    Local area
    Immediate start

    Adecco Colombia S.A.

    Plano, TX
    4 days ago
  • $64.29k

     ...sophisticated financial models. Provides recommendations based upon evaluation of financial trends and forecasts. Evaluates and monitors...  .... General Job Information Title Financial Analyst II Grade 25 Work Experience - Required Finance... 
    Temporary work
    Work experience placement

    Magellan Health

    Frisco, TX
    1 day ago
  •  ...Equity Quantitative Investment Analyst / VP J.P. Morgan Chase & Co. is a leading global...  ...join a growing and innovative Equity Portfolio Management team within Wealth Management...  ...risk models (Axioma other risk models) to evaluate portfolio exposures, support risk... 
    Bank staff

    JPMorgan Chase

    Plano, TX
    1 day ago
  •  ...Senior Financial Analyst For over 40 years, one company has represented quality & leadership - Highland Homes - where building careers...  ...financial blind spots across the organization. Continuously evaluate and improve reporting, forecasting, and analytical processes to... 
    Casual work
    Work at office

    Highland Homes

    Plano, TX
    4 days ago
  •  ...Strategic Finance Analyst As a Strategic Finance Analyst, you will play a pivotal role in driving financial planning, analysis, and...  ...strategic initiatives. Develop and maintain financial models to evaluate business opportunities, assess investment proposals, and... 
    Work at office
    2 days per week
    1 day per week

    Enhabit Home Health & Hospice

    Plano, TX
    4 days ago
  • $130k

     ...Senior Finance Analyst Full Time, Direct Hire $130k/yr Onsite, Plano, TX Business Partnership & Modeling | Telecom Infrastructure...  ...You will work closely with leadership and business partners to evaluate investment opportunities, monitor financial performance, and... 
    Full time

    TCWGlobal

    Plano, TX
    4 days ago
  •  ...remote with 1‑2 days in the office per month. The Commercial Data Analyst will be responsible for analyzing sales, revenue, and market...  ...Collaborate with sales and marketing teams to evaluate commercial performance, identify trends, and recommend strategies... 
    Work at office
    Remote work

    recrewts

    Frisco, TX
    3 days ago
  • We are seeking a Senior Financial Data Analyst, Customer Care Finance to support the Director and Sr. Manager of Customer Care & Ancillary...  ...investments. Develop and maintain financial models to evaluate operational performance and support decision‑making. Partner with... 

    Public Storage

    Frisco, TX
    1 day ago
  •  ...and maintain crisis management protocols, including communication strategies with internal and external stakeholders.Identify and evaluate new technologies, tools, and services that can enhance the organization’s risk postureQualificationsBachelor’s degree in Computer... 
    Immediate start
    Day shift

    Texas-Capital-Bank

    Richardson, TX
    1 day ago
  • AWM, Marcus by Goldman Sachs, Pricing & Analytics, Analyst, Richardson, TX Job Description In Goldman Sachs Bank USA, we offer a wide...  ...and business case for growth initiatives. And work on evaluation and monitoring of test and learn strategies with the ability to... 
    Full time
    Work at office

    Goldman Sachs Group, Inc.

    Richardson, TX
    3 days ago
  • $66.9k - $111.95k

    Overview The Strategic Grocery Finance Analyst (L6) is a key finance partner within the PFUS Retail & Warehouse...  ...Finance ROI / Strategic Investment workstreams by evaluating trade ROI across the Strategic Grocery portfolio and identifying opportunities to optimize... 

    PepsiCo Deutschland GmbH

    Plano, TX
    4 days ago
  • $100k - $133.6k

     ...experience. As a Financial Center Fraud Strategy Analyst within the Client Protection...  ...analysis of financial models, market data, and portfolio trends to understand product performance...  ...strategies, ensure goals are met, and evaluate potential fraud risk. Create mitigation... 
    Work at office
    Shift work
    Day shift

    Bank of America

    Plano, TX
    1 day ago
  •  ...Our Team! We currently have a great opportunity for a Financial Analyst. This position will have an active role in our monthly...  ...estimate information in the accounting system (currently Quickbooks) Evaluate profit and cost efficiencies in various areas of the organization... 
    Flexible hours

    YourCause, LLC

    Plano, TX
    4 days ago
  •  ...statements to measure profitability. Perform financial analysis of the online business compared to the existing offline business, evaluating business structure and environment. Update and manage the segment database to produce SKU‑level revenue and combined profit... 
    Work at office

    Samsung Electronics Perú

    Plano, TX
    1 day ago
  • $100k - $133.6k

     ...optimal results. Job expectations include evaluating data to assess potential fraud risk and...  .... As a Financial Center Fraud Strategy Analyst within the Client Protection...  ...models, market data, financial data, and portfolio trends to understand product performance... 
    Work at office
    Shift work
    Day shift

    Hobbsnews

    Plano, TX
    2 days ago
  •  ...vehicle logistics cost review to guide pricing decisions, calculate intercompany billing rates and explain variances. Support the evaluation and analysis of supply chain transformation projects, providing data‑driven insights that inform decision‑making, identify... 
    Work experience placement
    Work at office
    Relocation package

    TMN Toyota Motor North America Company

    Plano, TX
    4 days ago
  •  ...and recommend improvements to strengthen SAP controls and compliance posture. Access Control & Risk Management Review and evaluate SAP access requests to ensure appropriate role assignments and adherence to the principle of least privilege. Assess and... 

    3B Staffing LLC

    Richardson, TX
    2 days ago
  • $50 per hour

     ...Financial Analyst The main functions of a financial analyst are to gather and analyze financial information. They typically conduct...  ...financial information for clients. Responsibilities Analyze and evaluate marketing programs and develop & recommend improvements based... 
    Hourly pay
    Full time
    Local area
    Flexible hours

    Aditi Consulting

    Plano, TX
    2 days ago
  •  ...Financial Analyst Bowhead is seeking a Financial Analyst to join us in Plano, TX as part of the Manufacturing & Products (M&P) team...  ...highly desirable. Candidates should demonstrate the ability to evaluate, adopt, and implement technology-driven efficiencies. Qualified... 
    Contract work
    Temporary work

    Bowhead

    Plano, TX
    4 days ago
  • We are looking for a Patient Acquisition Specialist to manage incoming inquiries, engage with potential patients, and guide them through the onboarding process. This role is essential in converting leads into new patients by providing clear, informative consultations (without...

    Cedent

    Plano, TX
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Portfolio Evaluation Analyst. Be the first to apply!