ApplyBlast uses AI to match you with the right jobs, tailor your resume and cover letter, and apply automatically so you can land your dream job faster.
© All Rights Reserved. ApplyBlast.com
ApplyBlast uses AI to match you with the right jobs, tailor your resume and cover letter, and apply automatically so you can land your dream job faster.
© 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. The position requires collaborating with cross-functional teams, providing tailored solutions for high-net-worth clients, and supporting Investment Counselors with complex portfolio management inquiries. This role focuses on delivering customized investment strategies while ensuring clients' best interests are prioritized.
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.
Fisher Investments didn’t post a salary, so this is our estimate from similar listings.
17% below the average for this role