Portfolio Evaluation Analyst

Fisher Investments • Camas, WA

2d • $85,000 - $135,000 • Onsite

About The Position

The Portfolio Evaluation Analyst serves as an extension of the Investment Policy Committee, making customized decisions about clients’ investment strategies. The role evaluates each client’s financial circumstances to help position portfolios for long-term investment success and collaborates with Research, Client Service, Sales, Investment Counselors, and other partners. It may also involve explaining complex investment concepts through optional Client Programs sessions or bespoke client solutions.

The analyst evaluates clients’ investment objectives and financial situations to recommend asset allocations and portfolio benchmarks, provides Investment Counselors with support on complex portfolio questions, and contributes to initiatives and ad hoc projects. The role develops tailored solutions for clients and prospects with unique financial, tax, estate, or liquidity needs, especially high-AUM individuals and families. It also designs strategies for high-net-worth clients, assesses outside annuities and alternative holdings in the context of broader financial circumstances, and occasionally engages directly with clients to support Investment Counselors and client relationships.

Requirements

• Series 65 (preferred).
• Bachelor’s degree or equivalent work experience.
• At least 5 years of experience working with investment and financial planning concepts.
• Understanding of portfolio management practices.
• Collaborative approach with an emphasis on client focus.
• Consultative experience in the financial services industry.

Nice To Haves

• Series 65.

Responsibilities

• Evaluate clients’ investment objectives and overall financial situations to recommend asset allocations and portfolio benchmarks in clients’ best interests.
• Partner with Investment Counselors to help them address complex portfolio-management questions and explain portfolio recommendations.
• Provide direction and hands-on assistance for new initiatives and ad hoc projects that advance the firm’s mission.
• Develop and review tailored solutions for clients and prospects with unique financial, tax, estate, or liquidity needs, particularly high-AUM individuals and families.
• Design bespoke portfolio strategies for high-net-worth clients, including strategies addressing concentrated positions, tax-efficient transitions, and legacy planning.
• Assess the suitability of clients’ and prospective clients’ outside annuities or alternative holdings within their broader financial picture.
• Occasionally engage directly with clients on portfolio evaluation topics to support Investment Counselors and strengthen client relationships.
• Optionally host Client Programs sessions or work on bespoke client solutions to explain complex investment concepts.

Benefits

• 100% paid medical, dental, and vision premiums for the employee and qualifying dependents.
• A 50% 401(k) match, up to the IRS maximum.
• 20 days of PTO, plus 10 paid holidays.
• Family Support programs, including 8 weeks of Paid Primary Caregiver Leave, $10,000 in fertility, family-forming, and hormonal health assistance, and backup child, adult, and elder care.
• Potential eligibility to participate in a hybrid work-from-home program, depending on role, tenure, and performance.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level