Portfolio Evaluation Analyst

Fisher Investments • Camas, WA

1d • Onsite

About The Position

As a Portfolio Evaluation Analyst, you will serve as a key extension of the Investment Policy Committee (IPC), making thoughtful, customized decisions about clients’ investment strategies. You will evaluate each client’s financial circumstances and help position portfolios for long-term investment success. The role involves close collaboration with Research, Client Service, Sales, and other cross-functional partners, as well as clear communication of portfolio recommendations and complex investment concepts. You may optionally host Client Programs sessions or work on bespoke client solutions. 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 license 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 license.
• Experience serving high-AUM individuals and families with sophisticated customization needs.

Responsibilities

• Evaluate clients’ investment objectives and overall financial situations to recommend suitable asset allocations and portfolio benchmarks, placing clients’ best interests first.
• Partner with Investment Counselors to support them in navigating complex portfolio management questions and explaining portfolio recommendations.
• Provide direction and hands-on assistance for new initiatives and ad hoc projects that advance the firm’s mission.
• Develop and review specialized solutions for clients and prospects with unique financial, tax, estate, or liquidity needs, particularly high-AUM individuals and families.
• Design tailored 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.

Benefits

• 100% paid medical, dental, and vision premiums for the employee and qualifying dependents.
• 50% 401(k) match, up to the IRS maximum.
• 20 days of PTO plus 10 paid holidays.
• Eight weeks of paid primary caregiver leave.
• $10,000 fertility, family-forming, and hormonal health assistance.
• Backup child, adult, and elder care.
• Discretionary bonus based on firm and individual performance.
• Customized learning and development framework.

What This Job Offers

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