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Executive Director Analytics Solutions - Commercial & Specialized Industry
Plano, Texas, United States · On-site
Senior+$1.6B raised
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Full-time
Medical insurance, Dental insurance, Vision insurance, 401(k) match, Paid time off, Paid holidays
Posted 31d ago
Apply by Aug 12
~40 hrs/week
Responsibilities
The Senior Portfolio Engineer will collaborate with the Investment Policy Committee to construct, implement, and manage fixed income strategies across global client portfolios. They will also lead new strategy development and communicate complex investment insights to sophisticated clients through meetings and written deliverables.
Requirements
Candidates must have at least 7 years of fixed income experience, including buy-side research and trading expertise. Proficiency in managing large data sets and financial data systems is required, along with a demonstrated history of driving portfolio impact.
Full job description
Overview
We are seeking a passionate fixed income professional interested in playing a critical role in the investment decision making process. The ideal candidate is highly engaged, and eager to contribute beyond their seat—collaborating with peers to make portfolio decisions and expand the fixed income platform.
The Opportunity:
As a Senior Portfolio Engineer covering Fixed Income at Fisher Investments you will collaborate with a team to develop and implement portfolio ideas and support our Investment Policy Committee's decision- making across all fixed income strategies. Further, you will lead efforts to scale fixed income strategies across our global client base and develop new strategies to address client objectives. You will work closely with our Research Analysts, Trading and Implementation peers and other Portfolio Engineers to develop expertise across aspects of portfolio management processes, including leading rebalances and overseeing trade life cycles. In this highly impactful role, you will communicate your strategy expertise and insights to internal clients and to the firm's largest, most sophisticated clients and prospects, via client meetings and written/visual deliverables. You will report directly to the Group Vice President of Portfolio Engineering for support and development.
The Day-to-Day:
Leverage market knowledge with macroeconomic and quantitative/risk analysis to support the Investment Policy Committee in the construction, implementation, and ongoing management of all fixed income strategies
Review portfolios to ensure alignment with Investment Policy Committee views, investment guidelines and support portfolio adjustments including rebalancing and risk guidelines
Proactively translate top-down and sector views into portfolio level tilts in duration, curve shape, sector weights and security selection
Lead new strategy development across global client base to address areas of opportunity in fixed income space
Participate in external client meetings and respond to ad hoc client requests
Maintain and develop portfolio tools to improve the performance and scalability of fixed income portfolio management
Your Qualifications:
7+ years of fixed income experience in a similar portfolio management role, including buy-side research and trading experience
A strong desire to lead growth initiatives across teams
A demonstrated history of communicating insights and driving portfolio impact
Manage and manipulate large data sets, proficiency in financial data systems
You have a desire to leverage your knowledge and skills to support our clients
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
This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change.
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
Fisher Investments is an independent, fee-only investment adviser serving clients across three principal business units: US Private Client, Institutional and Private Client International. Together, these groups serve a diverse global client base that includes corporations, public and multi-employer pension funds, foundations and endowments, governments and high net worth families.
Fisher Investments was founded in 1979 by Ken Fisher, who served as CEO for 37 years and now serves as Executive Chairman and Co-Chief Investment Officer. Ken wrote the Forbes “Portfolio Strategy” column from 1984 through 2016, making him the longest continuously running columnist in the magazine’s history. He now writes monthly, native language columns in major media organs around the world, spanning more countries and more languages in more total reach than any other, non-syndicated columnist of any type ever. Ken has written 11 books—including 4 New York Times bestsellers—and has regularly appeared on CNBC, Fox Business, Fox News, CNN International, Yahoo Finance, Bloomberg TV, and numerous other financial news outlets.
For more information on Fisher Investments, please visit www.fisherinvestments.com.
Careers Page: https://www.fisherinvestments.com/en-us/careers
Important Disclosures: https://www.fisherinvestments.com/en-us/disclosures
Privacy Policy: https://www.fisherinvestments.com/en-us/privacy/employee
Community Guidelines: https://www.fisherinvestments.com/en-us/communityguidelines
Offices: 6500 International Pkwy, Ste 2050, Plano, Texas 75093, US · 5525 NW Fisher Creek Drive, Camas, WA 98607, US · 1450 Fashion Island Boulevard, San Mateo, CA 94404, US · Level 18, One Canada Square, London, Canary Wharf, London E14 5AX, GB · 13100 Skyline Boulevard, Woodside, CA 94062, US
How much do Data & Analytics jobs in Plano, TX pay?
Based on 277 listings with disclosed salaries, most data & analytics jobs in Plano, TX pay between $70k–$203k per year. Individual offers vary with seniority, company size, and specialization.
How many Data & Analytics jobs are open in Plano, TX right now?
There are currently 784 open data & analytics positions in Plano, TX listed on Clera. New openings are added daily as companies post roles.
Which companies are hiring for Data & Analytics roles in Plano, TX?
Companies currently hiring include JPMorganChase, Samsung Electronics France, PepsiCo, Toyota Racing Development, NTT DATA North America, among others. Browse the listings above to see every active employer.
Are there remote or hybrid Data & Analytics jobs in Plano, TX?
Yes — 222 of the 784 open data & analytics positions offer remote or hybrid work (49 remote, 173 hybrid).
How do I apply for Data & Analytics jobs in Plano, TX?
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.