Strategic Initiatives Analyst - Portfolio Management

Company: Fisher Investments
Location: Plano
Posted on: May 25, 2025

Job Description:

Are you interested in a new role where you are part of moving the needle across the Portfolio Management Group (PMG)? Strategic Initiatives is the newest PMG group focused on how to scale our ability to manage $2.3T and more. This might be your opportunity to become a member of this newly formed team if you enjoy collaborating and learning!

The Opportunity:

PMG offers the unique chance to impact Fisher's product, work with inspiring people, the opportunity to innovate and realize your career potential.

Strategic Initiatives has been established to drive forward enhancements to existing processes applying optimization and risk model technology. You will work closely with leadership to find ways to improve client outcomes while scaling and improving efficiency across PMG.

This is your opportunity to work in a dynamic environment to improve how we manage portfolios. You will be trained to be tomorrow's subject matter expert through hands-on learning, a collaborative culture and tailored training for you. You will be part of pushing the organization to new heights. You will report to the PMG Strategic Initiatives Group Manager.

The Day-to-Day:

• You will help identify move-the-needle initiatives improving client outcomes and/or process efficiencies through partnering with PMG teams and leadership
  
• You will define and quantify the impact of improvements, test outcomes, communicate recommend solutions and support the implementation and training for solutions put into production at scale
  
• You will support the prototype process and test production configuration settings for portfolio rebalancing and risk processes - work hands on with optimization and risk model products and develop subject matter expertise
  
• You will act as a point person for day-to-day questions from various PMG team members and Investment Counselors regarding solution output
  
• You will identify cases to test production improvements, summarize and elevate relevant information to key stakeholders
  
• As you gain expertise, increased responsibility to train other PMG and Investment Counselor teams on the system capabilities and more advanced and complex support scenarios
  
  Your Qualifications:
  
  • 3+ years of experience in a similar role with focus on portfolio construction, tax efficiency, portfolio replication, and large volume analytics
    
  • Experience working with optimizers, risk models, and products such as Axioma, Barra, Bloomberg, FactSet or Charles River
    
  • Advanced excel skills, including developing Macros
    
  • Demonstrated problem solving skills, including developing creative solutions
    
  • Experience prioritizing workload and time-management across various complex tasks
    
  • Ability to work through setbacks, challenges, or unexpected results
    
    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 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.
      FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

Keywords: Fisher Investments, Lewisville , Strategic Initiatives Analyst - Portfolio Management, Professions , Plano, Texas