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Portfolio Engineer Specialized Strategies
Job
Fisher Investments
Remote
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 collaborate with Research Analysts, Trading, and Implementation teams to understand and improve portfolio strategies, including leading rebalances and overseeing trade life cycles. You communicate strategy insights to internal clients and to the firm's sophisticated clients and prospects through meetings and deliverables. This is a high-impact, client-facing opportunity to help scale and refine investment processes.
Compensation / Benefits
- Monitor and evaluate portfolio positioning and performance with escalations to the Investment Policy Committee
- Develop options and derivative tools to support new strategies
- Collaborate to create proactive proposals for strategy performance and execution
- Ensure trading and rebalance activity reflect IPC expectations
- Communicate strategy expertise to internal and external stakeholders Tasks
- 3+ years of experience in a similar portfolio management role including buy-side research and trading
- Experience in options and other derivatives strategy development, operations, trading, and/or investments a plus
- Proven history of communicating insights and generating portfolio impacts
- Ability to manage and manipulate large data sets; proficient with financial data systems
- 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 qualifying dependents
- 50% 401(k) match, up to IRS maximum
- 20 days of
PTO + 10
paid holidays- Family Support programs including Paid Primary Caregiver Leave and fertility/family health assistance
- Hybrid work from home program (subject to role and performance)