Portfolio Evaluation Associate

About the role

As a Portfolio Evaluation Associate, you’ll sharpen your analytical and problem‑solving skills while gaining firsthand exposure to Fisher Investments’ unique, global investment process. You’ll become a trusted resource for client Relationship Managers, helping ensure they have the insights they need to service clients effectively. Joining the Portfolio Management Group means being part of the team that supports the investment process from start to finish. You’ll have the opportunity to contribute to meaningful projects, collaborate across teams, and build a foundation for long‑term progression growth. The role is located in either Camas, WA or Tampa, FL, with a target start date of January 2027.

Responsibilities

• Prepare global 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 projects that improve the group and firm

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

Pay

$55,000 - $70,000 base salary per year in the state of WA. New hires should expect to start at the lower end of the range depending on experience. Eligible for a discretionary bonus based on firm and individual performance.

Benefits

• 100% paid medical, dental and vision premiums for you and your qualifying dependents
• 50% 401(k) match, up to the IRS maximum
• 20 days of PTO, plus 10 paid holidays
• Family 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 care

This 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.