Senior -AUM Portfolio Strategy Lead; Hybrid
Listed on 2026-10-10
-
Finance & Banking
Portfolio & Asset Management
Fisher Investments is seeking a Portfolio Evaluation Analyst to deliver tailored portfolio solutions for High AUM clients. You will coordinate with the Portfolio Evaluation Group and partner teams to translate client goals into actionable asset allocations and strategies.
The role emphasizes advanced analysis, tax-aware portfolio design, and direct client interaction, including in-person meetings and travel as needed.
Consider building your career as a Senior High-AUM Portfolio Strategy Lead (Hybrid) at Fisher Investments.
We are currently recruiting a Senior High-AUM Portfolio Strategy Lead (Hybrid) for our team in Camas, WA, United States.
This is a strong opening to take on the Senior High-AUM Portfolio Strategy Lead (Hybrid) role at Fisher Investments.
As a Senior High-AUM Portfolio Strategy Lead (Hybrid), you will play an important part at Fisher Investments in Camas, WA, United States.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).