Strategic Portfolio Allocation Analyst
Listed on 2026-10-18
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Finance & Banking
Portfolio & Asset Management, Financial Analyst, Financial Advisor / Consultant
Fisher Investments in Plano, Texas, is seeking a Portfolio Evaluation Analyst who will assess client goals and current portfolios to recommend optimal asset allocations and benchmarks.
You will work with Investment Counselors and other teams to deliver customized solutions, handle special projects, and ensure recommendations align with our investment philosophy.
The ideal candidate has 5+ years in investment concepts, a Series 65 is preferred, and a bachelor's degree or equivalent.
This opening is for the Strategic Portfolio Allocation Analyst role at Fisher Investments.
For the Strategic Portfolio Allocation Analyst position at Fisher Investments, we are reviewing applications now.
Step into the Strategic Portfolio Allocation Analyst role at Fisher Investments in Plano, TX, United States and grow with us.
Please review the full job details above before applying.
If your experience matches this role, we encourage you to apply.
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