Portfolio Strategy Analyst HNW Clients | Hybrid
-
Finance & Banking
Financial Analyst, Financial Advisor / Consultant -
Business
Financial Analyst, Financial Advisor / Consultant
Job Description & How to Apply Below
Fisher Investments in the United States is seeking a Portfolio Evaluation Analyst to extend our Investment Policy Committee’s guidance, delivering customized investment strategies aligned with clients’ financial goals. You’ll collaborate with Research, Client Service, and Sales to translate complex concepts into clear, actionable advice.
The role emphasizes rigorous analysis, thoughtful client interactions, and the ability to design bespoke strategies for high-net-worth individuals and families,
The following position is for a Portfolio Strategy Analyst for HNW Clients | Hybrid with Fisher Investments.
The position is based in Camas, WA, United States.
This opportunity is part of our work in Finance.
The advertised compensation is 85..
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the Portfolio Strategy Analyst for HNW Clients | Hybrid role in the description above.
(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).
View / Apply for Jobs
Matching My Jurisdiction