Entry Level Portfolio Evaluation Associate

Fisher Investments
Tampa, TX
Category Data Analyst
Job Description
Fisher Investments is hiring an Entry Level Portfolio Evaluation Associate to sharpen analytical and problem-solving skills by reviewing client portfolios and developing insightful deliverables. The role offers hands-on experience within the portfolio management process, contributing to informed investment decisions, and collaborating with peers across teams. No finance background is strictly necessary, but dedication to quality, teamwork, and continuous improvement are highly valued.

Requirements

  • Bachelor's degree or equivalent combination of education and experience
  • Commitment to maintaining quality of work and sticking to a timeline
  • Ability to learn from setbacks and improve
  • Strong collaboration and communication skills

Benefits

  • 100% paid medical, dental and vision premiums
  • 50% 401(k) match
  • Paid Time Off
  • Paid Holidays
  • Family Support programs
  • Parental Leave
  • Generous Paid Time Off
  • Generous Parental Leave
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