Skip to main content
Tallo logoTallo logo

Portfolio Engineer Specialized Strategies

Job

Fisher Investments

Remote

Full-Time

Posted 1 week ago (Updated 5 days ago) • Actively hiring

Expires 6/24/2026

Apply for this opportunity

This job application is on an outside website. Be sure to review the job posting there to verify it's the same.

Review key factors to help you decide if the role fits your goals.
How is this calculated?
Pay Growth
?
out of 5
Not enough data
Not enough info to score pay or growth
Job Security
?
out of 5
Not enough data
Calculating job security score...
Total Score
68
out of 100
Average of individual scores

Were these scores useful?

Skill Insights

Compare your current skills to what this opportunity needs—we'll show you what you already have and what could strengthen your application.

Job Description

Experteer Overview In this role you will support the Investment Policy Committee's portfolio management process by sharing strategy expertise and market insights. You'll collaborate with Research Analysts, Trading, and Portfolio Engineers to strengthen processes and lead rebalances. You will communicate analytics and recommendations to internal teams and to top clients, helping to translate complex ideas into actionable investment guidance. This position offers meaningful impact in a values-driven, client-focused environment.
Compensation / Benefits
  • Monitor portfolio positioning and performance with escalations to the Investment Policy Committee
  • Develop options and derivative management tools to support new strategies
  • Propose improvements to strategy performance and execution
  • Ensure trading and rebalance activity aligns with IPC expectations
  • Communicate strategy insights to internal and external clients and stakeholders Tasks
  • 3+ years in a similar portfolio management role with buy-side research and trading experience
  • Experience with options and other derivatives; development, operations, or trading is a plus
  • Proven ability to communicate insights and drive portfolio impact
  • Ability to manage and manipulate large data sets; proficient with financial data systems
  • Experience explaining complex topics to others
  • Desire to leverage knowledge to support clients Key requirements
  • 100% paid medical, dental and vision premiums for you and your 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 formation support
  • back-up child, adult, and elder care
  • hybrid work from home program (where applicable)