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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 efforts by building market and strategy expertise. You collaborate with Research Analysts, Trading, and Portfolio Engineers to improve rebalance processes and trade life cycles. You will translate strategy insights into client-focused communications and deliverables for internal and top-tier external clients. This role offers impact through proactive strategy optimization and close alignment with organizational investment goals.
Compensation / Benefits
- Monitor portfolio positioning and performance with escalations to the Investment Policy Committee
- Develop options and derivatives tooling to support new strategies
- Collaborate to generate proactive proposals to improve strategy performance and execution
- Ensure trading and rebalance activity aligns with Investment Policy Committee expectations
- Communicate strategy expertise to internal and external clients and stakeholders Tasks
- 3+ years in a similar portfolio management role, including buy-side research and trading experience
- Experience with options and derivatives strategy development, operations, trading, or investments is a plus
- Demonstrated history of communicating insights and creating portfolio impact
- Ability to manage and manipulate large data sets, proficient in financial data systems
- Professional experience breaking down complex topics for others
- Desire to leverage knowledge to support clients Key requirements
- 100% paid medical, dental and vision premiums for you and dependents
- 50% 401(k) match up to IRS maximum
- 20 days of PTO plus 10 paid holidays
- Family Support programs including paid caregiver leave and fertility/family health assistance
- hybrid work from home option
- Great Place to Work Certification