Fisher Investments

  • European Portfolio Evaluation Group Associate - Entry Level (2018-6104)

    Location UK-London
    Portfolio Management
    Job ID
  • Overview

    European Portfolio Evaluation Group Associate


    Fisher Investments Europe is looking for talented new European Portfolio Evaluation Associates to join our rapidly growing team. The Portfolio Evaluation department provides recommendation proposals and other analysis deliverables to our UK and European clients and prospective clients. This is the perfect opportunity to join a fast growing wealth management firm where long standing careers can be built.




    In this role your primary responsibility will be creating investment proposals and portfolio analyses for new, existing and prospective clients. You will be tasked with delivering consistent, quality and proactive support to many different departments within Fisher Investments Europe.


    Some tasks include:

    • Creating deliverables for UK and European prospective clients and clients.
    • Analysing prospective clients’ investment portfolios using software programmes.
    • Project work to improve operation efficiency within the team.


    What you will gain from this role:


    Successful candidates will have a great deal of potential to learn new skills within this role, including growing their analytical ability, hard skills training and presentation skills.

    We are looking for people who are innovative and are keen to take ownership of their role, implementing the skills they learn to influence the role and how it changes and develops over the years. Progression opportunities within the department are available as we provide the chance to become qualified in being able to give financial advice to clients and prospective clients.


    Key Qualifications:

    • University Degree or industry experience is preferred
    • High attention to detail
    • Highly self-motivated
    • Ability to work in a rapidly growing, dynamic team environment
    • Excellent oral and written communication skills
    • Fluent Written and Verbal language proficiencies in one or more of the following: Dutch, Danish, Swedish, Norwegian, Italian, or Spanish


    By sending us your information, you acknowledge that it will be held and processed on behalf of Fisher Investments Europe by its parent company, Fisher Investments, in the United States, and you consent to our using your contact information (including your phone number and email address) to process your application and contact you to discuss opportunities with us. You may contact us at any time by emailing if you wish to access or rectify your information. Fisher Investments Europe’s privacy policy can be found at  


    Fisher Investments Europe is an equal opportunities employer.