Portfolio Optimization Analyst

Fisher Investments • Tampa, FL

23h • Onsite

About The Position

The Portfolio Optimization Analyst works in the office to support Fisher Investments' Portfolio Implementation and Optimization within the Portfolio Management Group (PMG), helping develop, calibrate, and monitor systems critical to firm-wide trade order generation. You will ensure portfolios are implemented properly and help minimize trade order generation risk. You will report to the vice president and support team members on complex scenarios, using quantitative research and qualitative methodologies to support PMG's priorities to develop innovative solutions to meet our clients' investment goals.

Requirements

• 3+ years of experience in specific field and/or with optimization solutions
• Excellent oral and written communication skills
• Experience working both independently and in a team-oriented, collaborative environment
• Quickly adapt to shifting priorities, demands and timelines through analytical and problem-solving capabilities
• Able to elicit cooperation from different sources, including senior management, internal clients, and other departments
• Highly developed analytical ability
• Strong familiarity with change management and creative independent problem solving
• Master's Degree in Financial Engineering or similar field of study required

Responsibilities

• Support key portfolio management decisions through rigorous testing and quantitative analysis of trade order generation data
• Collaborate with IT, Portfolio Implementation leadership and the Investment Policy Committee (IPC) to ensure technology solutions are appropriate and meet IPC trade order generation quality
• Support development and testing of new portfolio management technologies
• Partner with other internal groups, including PMG Strategic Initiatives, develop training and infrastructure necessary to scale optimization analysis
• Partner with client services groups to address complex client scenarios through education and custom technology and optimization solutions
• Guide and motivate team members, fostering accountability and collaboration
• Analyze optimization data, investigate problematic optimizations to determine root cause, and support the development and testing of new optimization technologies and solutions
• Develop infrastructure to scale optimization analysis from design through testing and implementation
• Support High AUM and the development of internal training initiatives
• Work within CRD/TPS and Axioma Direct

Benefits

• 100% paid medical, dental and vision premiums for you and your 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 back-up child, adult, and elder care

What This Job Offers

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