Global Portfolio Advisor
Company: Fisher Investments
Location: Euless
Posted on: May 11, 2022
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Job Description:
Do you enjoy asking questions, proposing solutions to problems
and improving processes? As a Global Portfolio Evaluation Group
(PEG) Associate, you will hone your skills. You will learn Fisher
Investments' unique investment process and become an internal
resource for our client Relationship Managers.
You will be in our Portfolio Management Group, which supports the
investment process from start to finish. You will be offered a
diverse range of opportunities for engaging work and professional
growth in this group.
The Opportunity:
Global PEG Associates review client portfolios to create
transparent deliverables that help our clients make informed
investment decisions. You will create content, educate our clients,
enhance technology and improve infrastructure.
Whether or not you have a finance background, your possibilities
here are endless. We hire from all majors and backgrounds, because
we believe we're better off with the diversity it brings. You will
report directly to your manager who will aid your development and
commit to making this a place where you can grow your career.
The Day-to-Day:
Prepare investment proposals with portfolio strategies designed to
maximize the probability of achieving each investor's financial
goals
Produce analyses that help clients make informed decisions
regarding their current and potential investment strategies
Run projected cash-flow analyses and create financial plans that
help our clients plan their financial future
Work with teammates on ad-hoc initiatives that improve the group
and firm
Your Qualifications:
Bachelor's degree or equivalent combination of education and
experience
Commitment to maintain quality of work while sticking to a
timeline
You meet challenges head-on; You learn from your setbacks and work
towards improvement
You pride yourself on being helpful and collaborating with
teammates
You are engaging and can connect with a wide array of audiences by
phone and email
Why Fisher Investments:
At Fisher Investments, we work for a bigger purpose: bettering the
investment universe. From unmatched service to unique perspectives
on investing, 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 9 paid holidays
8 weeks paid Primary Caregiver Parental Leave
Back-up Child Care Program available, offering up to 10 days
annually
A cumulative learning and development framework customized for
every employee
An award-winning work environment - we're Great Place to Work
Certified, and Top Workplace winners from The Oregonian
We take great pride in our inclusive culture. We value the
different perspectives and unique skills you bring to the team - it
makes us all better. Success at Fisher Investments is motivated by
results, a collaborative mindset and a commitment to accomplishing
great things - so if you are ready to do that, we are ready for
you! Apply today to be a part of a team environment where you make
a difference in the lives of people by bettering the investment
universe.
*California employees accrue up to 17 days of PTO and 3 days of
sick time per year.
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
Keywords: Fisher Investments, Euless , Global Portfolio Advisor, Other , Euless, Texas
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