• European Portfolio Evaluation Group Associate - Entry Level (2018-7152)

    Location UK-London
    Portfolio Management
    Job ID
  • Overview

    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.


    The Day-to-Day

    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.



    • 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

    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:

    • 100% coverage of the supplemental medical and dental premiums for you and your qualified dependents*
    • 25 days annual leave
    • Two pension contributions methods to choose from
    • Interest-free season tickets available for purchase upon six months of employment**
    • Cyclescheme programme
    • A supportive, collaborative working environment
    • Employee appreciation events
    • Ongoing training and educational support


    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!


    The information on your CV, your application, and any other information you submit to us will be used by Fisher Investments Europe Limited (trading as Fisher Investments UK) for the purpose of considering you for employment and processing your application in accordance with our privacy policy at https://www.fisherinvestments.com/en-gb/privacy#careers.




    *Employees responsible for taxes

    **Available only to regular full-time employees with at least a 12-month contract