Portfolio Optimization Analyst
Fisher InvestmentsPlano, Texas, United States
Posted October 8, 2025
Full Time
About the Company
Fisher Investments provides fee-only investment advice to diverse global clients across three business units.
Job Description
The Portfolio Optimization Analyst at Fisher Investments will support portfolio management decisions, developing, calibrating, and monitoring systems critical to trade order generation. They will report to the vice president and collaborate with IT and the Investment Policy Committee to support company priorities. The role involves data analysis, technology testing, and team development.
Requirements
- Bachelor's Degree or equivalent education and experience
- 3+ years of experience in a specific field or optimization solutions
- Excellent communication skills (verbal and written)
- Experience with independent and collaborative work environments
- Analytical and problem-solving skills
- Adaptability to changing priorities
- Strong analytical abilities
- Adaptability to change and problem-solving
Benefits
- Medical, dental, and vision premiums
- 401(k) match
- Paid time off
- Generous parental leave
- Fertility assistance
- Family support programs
- Hybrid work program