Portfolio Evaluation Analyst

Fisher Investments • Plano, TX

2d • Onsite

About The Position

As a Portfolio Evaluation Analyst, you will serve as a key extension of the Investment Policy Committee (IPC), making customized decisions about clients’ investment strategies. You will evaluate clients’ financial circumstances and recommend portfolio positioning to support long-term investment success. The role involves close collaboration with Research, Client Service, Sales, and other cross-functional partners, as well as supporting Investment Counselors as they address complex portfolio management questions. You may also explain investment concepts in optional Client Programs sessions or contribute to bespoke client solutions.

You will develop and review tailored solutions for clients and prospects with unique financial, tax, estate, or liquidity needs, particularly high-AUM individuals and families. You will design strategies for high-net-worth clients involving concentrated positions, tax-efficient transitions, legacy planning, and other advanced considerations. You will also assess outside annuities and alternative holdings within clients’ broader financial circumstances and may occasionally engage directly with clients on portfolio evaluation topics.

This is an in-office role. Depending on role, tenure, and performance eligibility, you may have the opportunity to participate in a hybrid work-from-home program, which is subject to change.

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 their 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 specialized financial, tax, estate, or liquidity needs, particularly high-AUM individuals and families.
• Design bespoke portfolio strategies for high-net-worth clients addressing concentrated positions, tax-efficient transitions, legacy planning, and other advanced considerations.
• Assess the suitability of clients’ and prospective clients’ outside annuities or alternative holdings in the context of their broader financial picture.
• Occasionally engage directly with clients on portfolio evaluation topics to support Investment Counselors and strengthen client relationships.
• Collaborate with cross-functional partners, including Research, Client Service, and Sales.

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 and 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.
• Learning and development framework customized for every employee.
• Potential eligibility to participate in a hybrid work-from-home program, subject to role, tenure, performance eligibility, and change.

What This Job Offers

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