Portfolio Evaluation Analyst

Fisher Investments • Plano, TX

1d • 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 evaluate each client’s financial circumstances and work to position portfolios for long-term investment success. The role involves close collaboration with Research, Client Service, Sales, and other cross-functional partners, with opportunities to explain investment concepts through optional Client Programs sessions or bespoke client solutions.

You will evaluate clients’ investment objectives and financial situations, recommend asset allocations and portfolio benchmarks, and support Investment Counselors as they address complex portfolio-management questions. You will also help develop tailored strategies for high-net-worth clients and prospects with specialized financial, tax, estate, liquidity, or other needs, and assess outside annuities or alternative holdings in the context of their broader financial picture. This is an in-office role; depending on role, tenure, and performance eligibility, there may be an opportunity to participate in the company’s hybrid work-from-home program, which is subject to change.

Requirements

• Series 65 (preferred) and a 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, placing clients’ best interests first.
• 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 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-week Paid Primary Caregiver Leave, $10,000 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, based on role, tenure, and performance.

What This Job Offers

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