New Strategy Analyst
Company: Fisher Investments
Location: Berkeley
Posted on: May 13, 2022
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Job Description:
Are you motivated by helping companies grow and building new
alternative investment strategies and capabilities? Do you have a
passion for research and have experience conducting due diligence
on investment managers? If so, the New Strategy Analyst within our
Institutional group may be the right fit for you!
The Opportunity:
The Fisher Investments Institutional Group serves a global client
base of diverse investors including public and multi-employer
pension funds, foundations and endowments, insurance companies,
healthcare organizations and more. As a New Strategy Analyst, you
will identify new opportunities for expansion. Reporting to a Vice
President, you will monitor global institutional investor demand
and introduce new approaches and capabilities based on your
research and analysis. You will collaborate with Sales,
Relationship Managers, Portfolio Management and more to manage
projects from start to finish.
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 team 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 on a number of topics 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 investment managers
(e.g. private equity, private debt, real assets/real estate,
infrastructure, hedge funds, multi-assets, etc.)
Experienced in research and competitive analysis
Interpersonal skills and professionalism
Experience managing several projects and using insights to guide
decisions
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% paid medical, dental and vision premiums for you and your
qualifying dependents
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
Keywords: Fisher Investments, Berkeley , New Strategy Analyst, Professions , Berkeley, California
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