What are the responsibilities and job description for the Portfolio Evaluation Associate position at Fisher Investments?
Overview
Now hiring for January 2027!
Are you naturally curious and driven to find better ways of doing things? As a Portfolio Evaluation Associate, you’ll sharpen your analytical and problem-solving skills while gaining firsthand exposure to Fisher Investments’ unique, global investment process. In this role, you’ll become a trusted resource for our client Relationship Managers, helping ensure they have the insights they need to service clients effectively.
Joining the Portfolio Management Group means being part of the team that supports the investment process from start to finish. You’ll have the opportunity to contribute to meaningful projects, collaborate across teams, and build a foundation for long-term progression growth.
The Opportunity:
Portfolio Evaluation Associates review client portfolios and develop clear, insightful deliverables that empower our clients to make informed investment decisions. Your work will span across creating content, educating clients, enhancing technology, and strengthening our infrastructure. This role is located in either Camas, WA or Tampa, FL.
Whether or not you have a finance background, your possibilities here are endless. We welcome candidates from all majors and backgrounds, because we believe diverse perspectives make us stronger. You will report directly to and work closely with your manager, who is committed to supporting your growth and helping you build a life-long career with FI.
Target January 2027 start.
The Day-to-Day:
We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:
Now hiring for January 2027!
Are you naturally curious and driven to find better ways of doing things? As a Portfolio Evaluation Associate, you’ll sharpen your analytical and problem-solving skills while gaining firsthand exposure to Fisher Investments’ unique, global investment process. In this role, you’ll become a trusted resource for our client Relationship Managers, helping ensure they have the insights they need to service clients effectively.
Joining the Portfolio Management Group means being part of the team that supports the investment process from start to finish. You’ll have the opportunity to contribute to meaningful projects, collaborate across teams, and build a foundation for long-term progression growth.
The Opportunity:
Portfolio Evaluation Associates review client portfolios and develop clear, insightful deliverables that empower our clients to make informed investment decisions. Your work will span across creating content, educating clients, enhancing technology, and strengthening our infrastructure. This role is located in either Camas, WA or Tampa, FL.
Whether or not you have a finance background, your possibilities here are endless. We welcome candidates from all majors and backgrounds, because we believe diverse perspectives make us stronger. You will report directly to and work closely with your manager, who is committed to supporting your growth and helping you build a life-long career with FI.
Target January 2027 start.
The Day-to-Day:
- Prepare global 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 projects that improve the group and firm
- 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
- $55,000 - $70,000 base salary per year in the state of WA. New hires should expect to start at the lower end of the range depending on experience
- Eligible for a discretionary bonus based on firm and individual performance
We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. 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 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.
Salary : $55,000 - $70,000