Vacancy expired!
Overview: 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
- 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
- 100% coverage of premiums for health, vision and dental insurance
- 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
Vacancy expired!