Portfolio Evaluation Associate - Entry Level Finance
Company: Fisher Investments
Location: Wylie
Posted on: May 10, 2022
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Job Description:
Do you enjoy asking questions, proposing solutions to problems
and improving processes? As a Global Portfolio Evaluation Group
(PEG) Associate, you will hone your skills. You will learn Fisher
Investments' unique investment process and become an internal
resource for our client Relationship Managers. You will be in our
Portfolio Management Group, which supports the investment process
from start to finish. You will be offered a diverse range of
opportunities for engaging work and professional growth in this
group. The Opportunity: Global PEG Associates review client
portfolios to create transparent deliverables that help our clients
make informed investment decisions. You will create content,
educate our clients, enhance technology and improve infrastructure.
Whether or not you have a finance background, your possibilities
here are endless. We hire from all majors and backgrounds, because
we believe we're better off with the diversity it brings. You will
report directly to your manager who will aid your development and
commit to making this a place where you can grow your career. The
Day-to-Day: Prepare investment proposals with portfolio strategies
designed to maximize the probability of achieving each investor's
financial goals Produce analyses that help clients make informed
decisions regarding their current and potential investment
strategies Run projected cash-flow analyses and create financial
plans that help our clients plan their financial future Work with
teammates on ad-hoc initiatives that improve the group and firm
Your Qualifications: Bachelor's degree or equivalent combination of
education and experience Commitment to maintain quality of work
while sticking to a timeline You meet challenges head-on; You learn
from your setbacks and work towards improvement You pride yourself
on being helpful and collaborating with teammates You are engaging
and can connect with a wide array of audiences by phone and email
Why Fisher Investments: At Fisher Investments, we work for a bigger
purpose: bettering the investment universe. From unmatched service
to unique perspectives on investing, it's the people that make the
Fisher purpose possible. And we invest in them by offering
exceptional benefits like: 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 9 paid holidays 8 weeks
paid Primary Caregiver Parental Leave Back-up Child Care Program
available, offering up to 10 days annually A cumulative learning
and development framework customized for every employee An
award-winning work environment - we're Great Place to Work
Certified, and Top Workplace winners from The Oregonian We take
great pride in our inclusive culture. We value the different
perspectives and unique skills you bring to the team - it makes us
all better.--Success at Fisher Investments is motivated by results,
a collaborative mindset and a commitment to accomplishing great
things - so if you are ready to do that, we are ready for you!
Apply today to be a part of a team environment where you make a
difference in the lives of people by bettering the investment
universe. *California employees accrue up to 17 days of PTO and 3
days of sick time per year. FISHER INVESTMENTS IS AN EQUAL
OPPORTUNITY EMPLOYER
Keywords: Fisher Investments, Wylie , Portfolio Evaluation Associate - Entry Level Finance, Accounting, Auditing , Wylie, Texas
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