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Job Description
Experteer Overview In this role you lead as a subject-matter expert for portfolio construction and risk analytics, guiding PMG strategic initiatives. You collaborate with cross-functional partners to deliver measurable program outcomes and develop innovative solutions that support clients' investment goals. You mentor teams, drive testing and analytics, and shape rollout strategies for production systems. You will work on high-impact, multi-team programs and help advance the firm's strategic priorities in a dynamic, data-driven environment.
Compensation / Benefits
Provide leadership for analytics, risk management, back-testing, and portfolio construction/automation programs that span multiple teams
Manage prioritized programs and ensure delivery of measurable value
Support strategic innovation by assessing needs, evaluating solutions, and implementing new programs
Coordinate with partners across IT, Legal & Compliance, Human Capital, vendors, and other PMG units
Create and oversee training materials for teams and business units
Coach and mentor program team members on knowledge and products
Identify, track, and communicate metrics to evaluate success and guide improvements
Prioritize feature enhancements with partner vendors that impact solution quality
Organize research and testing to guide production rollout and strategy optimization
Contribute to education of Fisher employees on rolled-out solutions
Lead change and transition management within your team and across PMG Tasks
10+ years of experience with optimization technology and investment/portfolio program development
Strong ability to elicit cooperation from senior management, internal clients, and other departments
Proven ability to identify needs and design effective solutions
Experience working independently and in collaborative teams
Strong analytical and problem-solving capabilities to adapt to shifting priorities
Experience with portfolio construction tools such as Axioma, Barra, and/or FactSet Key requirements
100% paid medical, dental and vision premiums for dependents
50% 401(k) match, up to IRS maximum
20 days of PTO plus 10 holidays
Family Support programs including Paid Primary Caregiver Leave and fertility/family forming assistance