Portfolio Evaluation Analyst

Fisher Investments • Tampa, FL

1d • 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 on clients’ investment strategies. You will evaluate each client’s financial circumstances and recommend portfolio positioning for long-term investment success. The role involves close collaboration with Research, Client Service, Sales, Investment Counselors, and other cross-functional partners. You may also host Client Programs sessions or work on bespoke client solutions to explain complex investment concepts. This is an in-office role, with potential eligibility for a hybrid work-from-home program depending on role, tenure, and performance. The program 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 on complex portfolio management questions and help them explain portfolio recommendations to clients.
• 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 in the context of their broader financial pictures.
• 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.
• Eight weeks of paid primary caregiver leave.
• $10,000 fertility, family-forming, and hormonal health assistance.
• Back-up child, adult, and elder care.
• Learning and development framework customized for each employee.

What This Job Offers

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