About this opportunity
Fisher Investments lists this Senior High-AUM Portfolio Strategy Lead (Hybrid) opportunity in camas, Washington. Review the employer’s description below for duties, qualifications and application requirements.
Job description
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.
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Worksite address
camas, WA, 98607, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.