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Portfolio Engineer Specialized Strategies
Job
Fisher Investments
Remote
Full-Time
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Job Description
Experteer Overview As a Portfolio Analyst at Fisher Investments, you support the Investment Policy Committee's portfolio management process by building strategy and market expertise. You will collaborate with Research Analysts, Trading, and Portfolio Engineers to develop and apply portfolio strategies, including leading rebalances and overseeing trade life cycles. You will translate strategy insights into client-facing communications and visuals for internal and external audiences. This role backs ambitious client outcomes through data-driven analysis and cross-functional collaboration. You join a mission-driven firm that emphasizes development, inclusion, and a strong client focus.
Compensation / Benefits
- Monitor portfolio positioning and performance with escalations to the Investment Policy Committee
- Develop options and derivative tools to back new strategies
- Propose proactive improvements to strategy performance and execution
- Ensure trading and rebalance activity aligns with IPC expectations
- Communicate strategy expertise to internal and external clients via meetings and deliverables
- Lead rebalances and oversee trade life cycles in coordination with peers
- Collaborate with Research Analysts, Trading and Implementation teams and other Portfolio Engineers Tasks
- 3+ years in a similar portfolio management role including buy-side research and trading experience
- Experience in options and derivative strategy development, operations, trading, and/or investments a plus
- Proven history of communicating insights and creating portfolio impact
- Ability to manage and manipulate large data sets, proficiency in financial data systems
- Professional experience translating complex topics for others
- Desire to support clients through knowledge and skills Key requirements
- 100% paid medical, dental and vision premiums
- 50% 401(k) match up to IRS maximum
- 20 days PTO plus 10 holidays
- Family Support programs including caregiver leave and fertility/family health support
- Hybrid work-from-home program eligibility
- inclusive culture with development framework