Portfolio Evaluation Analyst

Fisher Investments • Tampa, FL

2d • Onsite

About The Position

As a Portfolio Evaluation Analyst, you will serve as an extension of the Investment Policy Committee (IPC), making customized decisions about clients’ investment strategies. You will assess each client’s financial circumstances and work with cross-functional partners, including Research, Client Service, and Sales, to support long-term investment success. You may also explain complex investment concepts through optional Client Programs sessions or bespoke client solutions.

The role involves evaluating clients’ investment objectives and financial situations, recommending asset allocations and portfolio benchmarks, and helping Investment Counselors address complex portfolio questions. You will contribute to initiatives and projects, develop tailored solutions for clients and prospects with specialized financial needs, design strategies for high-net-worth clients, and assess outside annuities or alternative holdings. You may occasionally engage directly with clients to support Investment Counselors and strengthen client relationships. This is an in-office role, with a potential opportunity to participate in a hybrid work-from-home program depending on role, tenure, and performance eligibility; the program may 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, prioritizing clients’ best interests.
• Partner with Investment Counselors to help them navigate 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, 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.
• 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 for a hybrid work-from-home program, based on role, tenure, and performance.

What This Job Offers

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