Entry Level Portfolio Evaluation Associate

Fisher Investments
Plano, FL
Category Data Analyst
Job Description
Fisher Investments is seeking a Portfolio Evaluation Associate to provide client-facing support and data-driven insights. This role involves preparing proposals, analyzing portfolios, and collaborating with internal teams to empower clients with informed investment decisions. The position offers a blend of analytical work and cross-functional collaboration in a global investment environment.

Requirements

  • Prepare global investment proposals
  • Produce analyses to aid clients in informed decision-making
  • Run cash flow analyses and financial plans
  • Work with a team on ad-hoc projects

Benefits

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