Portfolio Optimization Analyst
Fisher InvestmentsTampa, Florida, United States
Posted October 8, 2025
Full Time
About the Company
Fisher Investments provides fee-only investment advice to diverse global clients across three business units.
Job Description
The Portfolio Optimization Analyst will support Fisher Investments' Portfolio Implementation and Optimization team within the Portfolio Management Group (PMG). They will focus on developing, calibrating, and monitoring systems related to trade order generation, ensuring portfolios are implemented correctly and minimizing trade order risk. The role involves research, quantitative analysis, and collaboration with various teams.
Requirements
- Support key portfolio management decisions through quantitative analysis.
- Collaborate with IT, IPC and strategic initiatives.
- Develop and test new portfolio management technologies.
- Analyze optimization data to troubleshoot problems and develop solutions.
- Develop infrastructure for scale optimization analysis.
- Work within CRD/TPS and Axioma Direct.
Benefits
- 100% paid medical, dental and vision premiums
- 50% 401(k) match
- 20 days of PTO
- Paid holidays
- Family Support programs