Fisher Investments

  • Global Portfolio Evaluation Associate (2018-7309)

    Location US-WA-Camas
    Job ID
  • Overview

    Fisher Investments is now seeking a Portfolio Evaluation Associate. In this role, you’ll learn more about “real-world” finance in your first few months than any class ever taught you-- thanks in part to our unique mentor program.  You’ll be encouraged to ask questions, improve processes, and propose novel solutions to problems. If you hate the idea of corporate bureaucracy and politics, you’ll love that we evaluate employee performance in a manner that is straightforward and metrics-based.  Do your best, rise to the top of the ranks in your area, and you’ll be on your way to earning more advanced opportunities.


    The Day-to-Day:

    As a Portfolio Evaluation Associate in our Portfolio Evaluation Group (PEG), you’ll work closely with the Investment Policy Committee (IPC), PEG Analysts, members of the research staff, Investment Counselors and Regional Vice Presidents to provide the following deliverables to existing and prospective Fisher Investments private clients: 

    • Asset Allocation Recommendations
    • Customized Portfolio Strategies
    • Projected Cash-Flow Analysis
    • Portfolio Analysis
    • Financial Planning

    Associates who are able to excel at their core responsibilities will get an opportunity to work on Firm Projects or Initiatives. This helps you build your skills for your current and next role in the firm.


    Your Qualifications:

    • An unrelenting work ethic
    • A track record of success
    • Stellar communication abilities
    • Drive to succeed

    If you are a high-achiever with a background in something other than finance, don’t worry-- you won’t be alone at Fisher Investments, where some of our top employees studied subjects that span the humanities and the sciences. 


    Why Fisher Investments:

    Fisher Investments is a different kind of investment firm. We don’t come from Wall Street, nor do we believe we fit in with most of the finance industry, and we’re proud of that. We work for a bigger purpose: bettering the investment universe. From unmatched service to innovative perspectives on investing, it’s the people that make the Fisher purpose possible. After all, it’s our people that enable us to offer the level of service that we do. And we invest in them accordingly, offering exceptional benefits like:

    • 100% coverage of premiums for health, vision and dental insurance
    • A 50% 401(k) match, up to the IRS maximum
    • 20 days of PTO*, plus 9 paid holidays
    • And much, much more

    We also provide a cumulative, continuous learning and development framework customized for every employee. This emphasis on personal and professional growth has yielded an award-winning work environment; we’re Great Place to Work Certified, and The Oregonian named us as a 2017 and 2018 Top Workplace.


    But in the end, it’s not the perks that keep people here. They stay because they believe in our mission of service—our employees want to make a difference in an industry that can do better.


    * California employees accrue up to 17 days of PTO and 3 days of sick time per year.