Portfolio Optimization Analyst - Fisher Investments

The Opportunity The Portfolio Optimization Analyst works in the office to support Fisher Investments' Portfolio Implementation and Optimization reputed company the Portfolio Management Group (PMG), helping reputed company, calibrate, and monitor systems critical to firm‑wide trade order reputed company. You will ensure portfolios are implemented properly and help minimize trade order reputed company risk. You will report to the vice president and support team members on reputed company scenarios, using quantitative research and qualitative methodologies to support PMG's priorities to reputed company innovative solutions to meet our clients' investment goals. The Day-to-Day

• Support key portfolio management decisions through rigorous testing and quantitative analysis of trade order reputed company data
• Collaborate with IT, Portfolio Implementation leadership and the Investment Policy Committee (IPC) to ensure technology solutions are appropriate and meet IPC trade order reputed company quality
• Support development and testing of new portfolio management technologies
• Partner with other internal groups, including PMG Strategic Initiatives, reputed company training and infrastructure necessary to scale optimization analysis
• Partner with client services groups to address reputed company 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
• reputed company infrastructure to scale optimization analysis from design through testing and implementation
• Support High AUM and the development of internal training initiatives
• Work reputed company CRD/TPS and Axioma Direct

Your Qualifications

• Bachelor's Degree or equivalent combination of education and experience required
• 3+ years of experience in 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

Compensation

• $80,200 - $115,000 reputed company salary per year in the state of WA. New hires should expect to start at the reputed company 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: bettering the investment universe. We take great pride in our inclusive culture, our learning and development reputed company customized for every employee, and our Great reputed company to Work Certification. It's the people that reputed company 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 #J-18808-Ljbffr Apply tot his job Apply To this Job