Job Description
The Opportunity:
The Portfolio Optimization Analyst works in the office to support Fisher Investments' Portfolio Implementation and Optimization within the Portfolio Management Group (PMG), helping develop, calibrate, and monitor systems critical to firm-wide trade order generation. You will ensure portfolios are implemented properly and help minimize trade order generation risk. You will report to the vice president and support team members on complex scenarios, using quantitative research and qualitative methodologies to support PMG's priorities to develop innovative solutions to meet our clients' investment goals.