Portfolio Optimization Analyst

Job description

Overview The Opportunity: The Portfolio Optimization Analyst works in the office to support Fisher Investments' Portfolio Implementation and Optimization within the Portfolio Management Group (PMG), helping develop, calibrate, and monitor systems critical to firm-wide trade order generation. You will ensure portfolios are implemented properly and help minimize trade order generation risk. You will report to the vice president and support team members on complex scenarios, using quantitative research and qualitative methodologies to support PMG's priorities to develop innovative solutions to meet our clients' investment goals. The Day-to-Day: - Support key portfolio management decisions through rigorous testing and quantitative analysis of trade order generation data - Collaborate with IT, Portfolio Implementation leadership and the Investment Policy Committee (IPC) to ensure technology solutions are appropriate and meet IPC trade order generation quality - Support development and testing of new portfolio management technologies - Partner with other internal groups, including PMG Strategic Initiatives, develop training and infrastructure necessary to scale optimization analysis - Pa...