Global Portfolio Evaulation Associate - Fisher Investments - Could anyone clarify what this position is?
Hey WSO,
I've been a long time lurker of this forum. I'm about to graduate from my undergrad at a non-target and have been interviewing at a few firms. I'm a bit curious on whether anyone knows exactly what this job entails. I couldn't find much info online but it sounds interesting. This is the job description.
"Overview
Fisher Investments is now seeking a Portfolio Evaluation Associate. In this role, you’ll learn more about “real-world” finance in your first few months than any class ever taught you-- thanks in part to our unique mentor program. You’ll be encouraged to ask questions, improve processes, and propose novel solutions to problems. If you hate the idea of corporate bureaucracy and politics, you’ll love that we evaluate employee performance in a manner that is straightforward and metrics-based. Do your best, rise to the top of the ranks in your area, and you’ll be on your way to earning more advanced opportunities.
The Day-to-Day:
As a Portfolio Evaluation Associate in our Portfolio Evaluation Group (PEG), you’ll work closely with the Investment Policy Committee (IPC), PEG Analysts, members of the research staff, Investment Counselors and Regional Vice Presidents to provide the following deliverables to existing and prospective Fisher Investments private clients:
Asset Allocation Recommendations
Customized Portfolio Strategies
Projected Cash-Flow Analysis
Portfolio Analysis
Financial Planning
Associates who are able to excel at their core responsibilities will get an opportunity to work on Firm Projects or Initiatives. This helps you build your skills for your current and next role in the firm."
I know fisher investments is looked down upon but my ultimate goal is to work as a research associate or in investment research. I couldn't find many reviews and wanted to see if anyone ever worked here. Thanks!
Consequuntur ratione omnis quia quidem atque. Aut consequatur assumenda doloremque et.
See All Comments - 100% Free
WSO depends on everyone being able to pitch in when they know something. Unlock with your email and get bonus: 6 financial modeling lessons free ($199 value)
or Unlock with your social account...