Are you intellectually curious and ready to learn something new? Do you enjoy thinking through problems and improving processes? As a Portfolio Evaluation Associate you will have an opportunity to enhance your operational skills, hone your attention to detail, learn about our investment process and be an internal resource for our client Relationship Managers. You’ll be encouraged to ask questions, improve processes, and propose solutions to problems.
Portfolio Evaluation Associates review client and prospective client portfolios and create deliverables to provide transparency to clients. Additionally, our associates focus on contributing to areas beyond building deliverables including content creation, education for our internal/external clients, infrastructure and technology enhancements, and development of human capital. This role is in our Portfolio Management Group, which supports the investment process, from ideation to implementation, and offers a diverse range of opportunities for engaging work and professional growth.
We are looking for people from all backgrounds! While a financial background is beneficial, it is not required as we will teach you everything you need to know to get started – we just ask that you bring passion for progress! In exchange we will support you with role specific training and mentorship.
Associates who are able to excel at their core responsibilities will get an opportunity to work on group projects and initiatives. This helps you build your skills for your current and next role in the firm.
This is a job for you if you:
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:
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.
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER