Institutional Portfolio Analytics Analyst

at  Fisher Investments

THE OPPORTUNITY:

As a Fisher Investments Europe Institutional Portfolio Analyst (IPA Analyst), you will support institutional sales and service by creating unique and compelling content and commentary, advanced analysis, and investment strategy support for institutional clients and prospective clients. This content will serve to educate and inform investors on the firm’s capital markets philosophy, current outlook, and provide a compelling story as to why Fisher adds value to the institutional investment universe. You will work with Sales and Service Professionals, Institutional Management, the Portfolio Management team, and other internal teams to support efforts directly increasing AUM. To be effective, you will analyse research data and stay current with Fisher’s capital markets outlook. You will be reporting to the Institutional Content and Portfolio Analytics Team Leader.

YOUR QUALIFICATIONS:

• Bachelor’s degree or equivalent combination of education and experience required
• At least 3 years of professional experience
• Comfortability with parsing data from multiple information sources to deliver compelling content
• Drive to rapidly learn and test new ways of thinking, doing and communicating and seeking clarity by asking questions
• Experience writing on capital markets topics, particularly thematic or topical white papers
• Proficient in Microsoft Office software, particularly Excel
• Experience with data sources/software like FactSet/Morningstar/eVestment/MSCI Barra etc. is preferred but not required

Please refer the Job description for details