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Are you passionate about creating a positive impact? Do you enjoy learning the ins and outs of financial markets, portfolio management and investment research? Your skills and passions could help our ability to support our top-down portfolio management process and help more clients accomplish their investing goals. The Opportunity: As a Portfolio Engineer at Fisher Investments you have the opportunity to support our Investment Policy Committee's portfolio management process by developing strategy and market expertise. You will work closely with our Research Analysts, Trading and... more ->
Our client is a single-family High Wealth Family office. They provide integrated financial and investment services for 18 households in the second through fifth generations of the family. They also have numerous outside clients for whom they provide consulting, tax, and accounting services. The core focus of this role is tax compliance and planning, with an emphasis on the technology systems of the family office. This position will have the responsibility to learn our current technology systems and continually develop and improve them across our tax, accounting, and financial/investment... more ->