Portfolio Optimization Analyst
Fisher InvestmentsWashington, District of Columbia, United States
Posted October 8, 2025
80000 - 115000 USD year
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 will support Fisher Investments' Portfolio Implementation and Optimization within the Portfolio Management Group (PMG), developing and monitoring systems for trade order generation. This role involves rigorous testing, quantitative analysis, collaborative development of new technologies, and training teams to scale optimization analysis. The focus is on minimizing trade order generation risk and supporting financial priorities.
Requirements
- Support portfolio management decisions through quantitative analysis
- Collaborate with IT and IPC to implement new technologies
- Develop infrastructure for optimization analysis
- Partner with client services to address complex scenarios
- Develop training initiatives
- Support High AUM and internal training
Benefits
- Medical, dental, and vision premiums
- 401(k) match
- PTO
- Paid Holidays
- Family Support programs
- Paid Time Off
- Flexible parental leave