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Portfolio Engineer Specialized Strategies
Job
Fisher Investments
Clearwater, FL (In Person)
Full-Time
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Job Description
Experteer Overview In this role you support the Investment Policy Committee's portfolio management process by developing strategy and market expertise. You'll collaborate with Research, Trading, and Portfolio Engineering peers to influence strategy, rebalance activity, and trade lifecycles. You will present strategy insights to internal clients and the firm's sophisticated external clients, helping to shape outcomes with data-driven analysis. This opportunity lets you contribute to client objectives at scale in a purpose-driven firm.
Compensation / Benefits
- Monitor and evaluate portfolio positioning and performance, elevating issues to the Investment Policy Committee as needed
- Develop derivative tools and operations to support new strategies
- Work independently and with peers to propose enhancements to strategy performance and execution
- Ensure trading and rebalance activity aligns with the Investment Policy Committee's expectations
- Communicate strategy expertise to internal and external clients and stakeholders Tasks
- 3+ years of experience in a similar portfolio management role including buy-side research and trading
- Experience in options and other derivative strategy development, operations, trading, or investments is a plus
- Proven track record of communicating insights and delivering portfolio impact
- Ability to manage and manipulate large data sets; proficient with financial data systems
- Ability to break down complex topics for others
- Desire to leverage knowledge to support clients Key requirements
- 100% paid medical, dental and vision premiums for you and qualifying dependents
- 50% 401(k) match, up to IRS maximum
- 20 days of PTO plus 10 paid holidays
- Family Support programs including 8 week Paid Primary Caregiver Leave, fertility and family forming support
- back-up child, adult, and elder care