The Opportunity:
As a key member of the Institutional Portfolio Analytics team, you will play a vital role in supporting institutional sales and service by creating engaging content and analysis that informs investors about Fisher Investments' capital markets philosophy and outlook.
The Day-to-Day:
* Create high-quality research materials and analysis to educate institutional investors on current market trends and portfolio positioning
* Maintain a deep understanding of Fisher's investment process and develop compelling narratives to communicate its value proposition
* Develop error-free analysis and commentary that supports effective client communications and relationship-building
* Cultivate expertise in tools such as Excel, FactSet, Morningstar, and eVestment to support reporting, content development, and analysis
* Support the production of client deliverables, including quarterly reviews and performance attribution commentary
* Collaborate with Relationship Managers and Institutional Management to create insightful research and convincing narratives that align with Fisher's top-down approach
* Provide training and mentorship to team members to build their skills and capabilities
Your Qualifications:
* Bachelor's degree or equivalent experience required
* At least 3 years of professional experience, preferably in a related field
* Ability to distill complex data into compelling stories and insights
* Drive to learn and adapt quickly, with a willingness to ask questions and seek clarity
* Experience writing on capital markets topics, particularly thematic or topical white papers
* Proficiency in Microsoft Office software, particularly Excel
* Experience with data sources/software like FactSet/Morningstar/eVestment/MSCI Barra is a plus
Why Fisher Investments Europe:
Fisher Investments Europe prioritises clients' needs, provides exceptional service, and takes a personalised approach to investing. We maintain a transparent fee structure and partner with recognised European custodians to ensure our clients receive the best possible outcomes.
* We foster a culture that values our employees' unique perspectives and skills, promoting an inclusive and collaborative environment
* Our benefits package includes:
* 100% paid premiums for medical, dental, and annual health screening plans for employees and their dependents
* 28 days annual leave, with the option to purchase up to 3 additional days per year, plus 8 paid holidays
* Enhanced maternity pay package with 16 weeks' top-up pay for eligible employees
* $10,000 fertility benefit
* A retirement pension plan with 9% company contribution of base pay and up to 5% company match of base pay on personal contributions
* Gym subsidy of up to £50 per month
* Employee Assistance Program and emotional wellbeing services
* Ongoing training, educational support, and employee appreciation events
* This is an in-office role with opportunities for hybrid work arrangements based on performance and tenure
We are committed to making a positive impact on people's lives through better investments.