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.
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.
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:
Why Fisher Investments Europe:
Fisher Investments Europe offers portfolio management tailored to clients’ long-term goals. Client assets are held at recognised Europian custodians and managed by Fisher Investments in the United States. Fisher Investments and Fisher Investments Europe use a simple and transparent fee structure that aligns our interests with our clients’ priorities. The Fisher organisation has a long history of managing global investments and helping people reach their long-term goals and objectives.
To help our employees meet their long-term goals, we offer an array of benefits, including:
The global Fisher organisation distinguishes itself by putting clients first, providing world-class service, and taking a personalised approach. Join a team that’s bringing new approaches to wealth management daily!
FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER
*Employees responsible for taxes
**Available only to regular full-time employees with at least a 12-month contract