Senior High-AUM Portfolio Evaluation & Strategy Analyst
Fisher Investments
Fisher Investments is seeking a Portfolio Evaluation Analyst to deliver tailored portfolio solutions for High AUM clients. You will coordinate with the Portfolio Evaluation Group and partner teams to surface tradeoffs and drive cohesive recommendations across PMG. Responsibilities include leading objective evaluations, designing advanced allocation plans, and presenting to clients with a focus on risk profiles and goals. This in-office role requires strong analysis and client-facing skills. #J-18808-Ljbffr Fisher Investments
Vacancy posted 2 days ago
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