Portfolio Optimization Analyst

The Opportunity: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.The Day-to-Day:Support key portfolio management decisions through rigorous testing and quantitative analysis of trade order generation dataCollaborate with IT, Portfolio Implementation leadership and the Investment Policy Committee (IPC) to ensure technology solutions are appropriate and meet IPC trade order generation qualitySupport development and testing of new portfolio management technologiesPartner with other internal groups, including PMG Strategic Initiatives, develop training and infrastructure necessary to scale optimization analysisPartner with client services groups to address complex client scenarios through education and custom technology and optimization solutionsGuide and motivate team members, fostering accountability and collaborationAnalyze optimization data, investigate problematic optimizations to determine root cause, and support the development and testing of new optimization technologies and solutionsDevelop infrastructure to scale optimization analysis from design through testing and implementationSupport High AUM and the development of internal training initiativesWork within CRD/TPS and Axioma DirectYour Qualifications:Bachelor's Degree or equivalent combination of education and experience required3+ years of experience in specific field and/or with optimization solutionsExcellent oral and written communication skillsExperience working both independently and in a team-oriented, collaborative environmentQuickly adapt to shifting priorities, demands and timelines through analytical and problem-solving capabilitiesAble to elicit cooperation from different sources, including senior management, internal clients, and other departmentsHighly developed analytical abilityStrong familiarity with change management and creative independent problem solvingCompensation:$80,000 - $115,000 base salary per year in the state of WA. New hires should expect to start at the lower end of the range depending on experienceEligible for a discretionary bonus based on firm and individual performanceWhy Fisher Investments:We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. 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 dependentsA 50% 401(k) match, up to the IRS maximum20 days of PTO, plus 10 paid holidaysFamily 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 careThis is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change.FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

Created: 2025-10-13