Institutional Strategy Development Analyst - Tampa Florida

Company: Fisher Investments
Location: Tampa, Florida
Posted On: 01/30/2025

The Strategy Development team is responsible for the creation and advocacy of new strategies. We are the go-between, connecting the Portfolio Management Group, Institutional sales and service and clients/prospects. We ensure Fisher's Institutional Group keeps up with institutional investor demand by reactively and proactively introducing new strategies and capabilities. Strategy expansion is a critical component of the quest to $1 trillion, and this team is at its epicenter.

The Opportunity:

As a Strategy Development Analyst, you will get exposure to the institutional group: Marketing, Reporting, Sales, Service, Analytics, Fund Creation, and Operations. You will also have direct and regular interaction with senior members of FIIG and PMG. This is your opportunity to put your own stamp on efforts that directly lead to the growth or retention of firm AUM by creating change, leaving a legacy, and participating in multiple projects that have never been done before.

The Day-to-Day:

• Brainstorming - Discover which strategies are or will be in demand
  
• Efficacy Analysis - Determine if strategies are viable
  
• Marketing - Create marketing materials and supporting analysis
  
• Training - Train the sales and service teams to understand the strategies
  
• Advocacy - Promote the strategies throughout the sales process
  
• Sales Support - Work with sales and service teams to sell the strategy and raise assets
  
  Your Qualifications:
  
  • 4+ years of industry experience
  • Previous sales/marketing experience
  • Can quickly jump between tasks of widely varying nature with high levels of complexity and adjust priorities frequently in response to needs
    
  • Are a proven communicator with both internal and external customers both verbally and in writing
    
  • Can compile and analyze information sets, drawing conclusions
    
  • Strive for knowledge and enjoy creatively solving problems
    
    Why Fisher Investments:
    
    We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. 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 10 paid holidays
    • Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care
      FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER More...

          

      ---

      Register an account with us and set up job agents! We'll email you immediately when jobs like this are posted on our site.

      ---