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Investment Analyst
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Full-time
- As a Portfolio Evaluation Analyst at Fisher Investments, you'll use your expertise in portfolio management and passion towards affecting clients' financial lives.
- As a Portfolio Evaluation Analyst, you have the opportunity to work under the guidance of our Investment Policy Committee (IPC) and make customized decisions to clients' asset allocations.
- With the ability to provide clarity in an ambiguous environment while contributing rationale consistent with our investment philosophy.
- Evaluate clients' investment goals and financial situations to produce optimal asset allocation and benchmark recommendations, while always prioritizing clients' interests
- Series 65 (preferred) and Bachelor's degree or equivalent work experience
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