Job Information
Fisher Investments Company New Strategy Analyst in Tampa, Florida
New Strategy Analyst
Tampa, FL, United StatesSales9405
Job Description
Overview
Overview
Are you motivated by helping companies grow and building new investment strategies and capabilities? Do you have a passion for research and have experience conducting due diligence on investment managers? If so, our New Strategy Analyst may be the right fit for you!
The Opportunity:
As a New Strategy Analyst, you will identify new opportunities for the Fisher Investments Institutional Group. Reporting to a Team Leader, you will monitor institutional investor demand and introduce new approaches and capabilities based on analysis.
The Day-to-Day:
Oversee the creation and lifecycle of new Institutional strategies including ideation, efficacy analysis, marketing, training, advocacy, and sales support
Create and develop training tools and marketing materials for new strategies
Guide Institutional members in the creation of materials, analysis and responses to RFPs
Evaluate competitors by looking at all data and performance, culture, stability, and more.
Communicate in detail with senior management and relationship managers
Manage all phases of multiple projects from vision through deployment
Identify potential process improvements, recommend and implement solutions to improve the efficiency of the department
Join prospect, client and consultant meetings
Your Qualifications:
5+ years of experience evaluating alternative managers
Enthusiastic about working with leadership
Experienced in research and competitive analysis
Why Fisher Investments:
At Fisher Investments, we work for a bigger purpose: bettering the investment universe. From unmatched service to unique perspectives on investing, it’s the people that make the Fisher purpose possible. And we invest in them by offering exceptional benefits like:
100% coverage of premiums for health, vision and dental insurance
A 50% 401(k) match, up to the IRS maximum
20 days of PTO*, plus 9 paid holidays
8 weeks paid Primary Caregiver Parental Leave
Back-up Child Care Program available, offering up to 10 days annually
A cumulative learning and development framework customized for every employee
An award-winning work environment - we're Great Place to Work Certified, and Top Workplace winners from The Oregonian
We take great pride in our inclusive culture. We value the different perspectives and unique skills you bring to the team – it makes us all better. Success at Fisher Investments is motivated by results, a collaborative mindset and a commitment to accomplishing great things – so if you are ready to do that, we are ready for you! Apply today to be a part of a team environment where you make a difference in the lives of people by bettering the investment universe.
*California employees accrue up to 17 days of PTO and 3 days of sick time per year.
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER