Portfolio Evaluation Associate
The Portfolio Evaluation Associate [PEG Associate] is primarily responsible for the creation of investment proposals for existing clients and new business. Secondarily, the PEG Associate provides support to the Portfolio Evaluation Analysts [PEG Analysts] in gathering necessary information for the review and analysis of investment suitability.
The successful candidate will acquire a broad understanding of core finance theory, proprietary portfolio management philosophies, and the use of financial planning tools. Further the PEG Associate will receive exposure to other functions within the company, such as the Client Services and Sales Groups.
Fisher Investments UK is an equal opportunities employer.