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© All Rights Reserved. ApplyBlast.com
Fisher Investments
The Portfolio Evaluation Analyst role involves evaluating clients' investment objectives and financial situations to optimize asset allocation and portfolio benchmarks. This position requires collaborating with cross-functional teams to provide customized investment strategies and support for high-net-worth clients. The analyst will also assist in explaining complex investment concepts and developing tailored solutions for unique financial needs.
Founded in 1979, Fisher Investments is an independent registered investment adviser serving individuals, families, institutions, and small business retirement plans.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Fisher Investments.
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