The Opportunity: The Portfolio Optimization Analyst works in the office to support Fisher Investments' Portfolio Implementation and Optimization within the Portfolio Management Group (PMG), helping develop, calibrate, and monitor systems critical to firm-wide trade order generation. You will ensure portfolios are implemented properly and help minimize trade order generation risk. You will report to the vice president and support team members on complex scenarios, using quantitative research and qualitative methodologies to support PMG's priorities to develop innovative solutions to meet our clients' investment goals. The Day-to-Day:<ul><li>Support key portfolio management decisions through rigorous testing and quantitative analysis of trade order generation data</li><li>Collaborate with IT, Portfolio Implementation leadership and the Investment Policy Committee (IPC) to ensure technology solutions are appropriate and meet IPC trade order generation quality</li><li>Support development and testing of new portfolio management technologies</li><li>Partner with other internal groups, including PMG Strategic Initiatives, develop training and infrastructure necessary to scale optimization analysis</li><li>Partner with client services groups to address complex client scenarios through education and custom technology and optimization solutions</li><li>Guide and motivate team members, fostering accountability and collaboration</li><li>Analyze optimization data, investigate problematic optimizations to determine root cause, and support the development and testing of new optimization technologies and solutions</li><li>Develop infrastructure to scale optimization analysis from design through testing and implementation</li><li>Support High AUM and the development of internal training initiatives</li><li>Work within CRD/TPS and Axioma Direct</li></ul>Your Qualifications:<ul><li>3+ years of experience in specific field and/or with optimization solutions</li><li>Excellent oral and written communication skills</li><li>Experience working both independently and in a team-oriented, collaborative environment</li><li>Quickly adapt to shifting priorities, demands and timelines through analytical and problem-solving capabilities</li><li>Able to elicit cooperation from different sources, including senior management, internal clients, and other departments</li><li>Highly developed analytical ability</li><li>Strong familiarity with change management and creative independent problem solving</li><li>Master's Degree in Financial Engineering or similar field of study required</li></ul>Compensation:<ul><li>$80,200 - $115,000 base salary per year in the state of WA. New hires should expect to start at the lower end of the range depending on experience</li><li>Eligible for a discretionary bonus based on firm and individual performance</li></ul>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:<ul><li>100% paid medical, dental and vision premiums for you and your qualifying dependents</li><li>A 50% 401(k) match, up to the IRS maximum</li><li>20 days of PTO, plus 10 paid holidays </li><li>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</li><li>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.</li></ul>FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

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Portfolio Optimization Analyst

The Opportunity: The Portfolio Optimization Analyst works in the office to support Fisher Investments' Portfolio Implementation and Optimization within the Portfolio Management Group (PMG), helping develop, calibrate, and monitor systems critical to firm-wide trade order generation. You will ensure portfolios are implemented properly and help minimize trade order generation risk. You will report to the vice president and support team members on complex scenarios, using quantitative research and qualitative methodologies to support PMG's priorities to develop innovative solutions to meet our clients' investment goals. The Day-to-Day:<ul><li>Support key portfolio management decisions through rigorous testing and quantitative analysis of trade order generation data</li><li>Collaborate with IT, Portfolio Implementation leadership and the Investment Policy Committee (IPC) to ensure technology solutions are appropriate and meet IPC trade order generation quality</li><li>Support development and testing of new portfolio management technologies</li><li>Partner with other internal groups, including PMG Strategic Initiatives, develop training and infrastructure necessary to scale optimization analysis</li><li>Partner with client services groups to address complex client scenarios through education and custom technology and optimization solutions</li><li>Guide and motivate team members, fostering accountability and collaboration</li><li>Analyze optimization data, investigate problematic optimizations to determine root cause, and support the development and testing of new optimization technologies and solutions</li><li>Develop infrastructure to scale optimization analysis from design through testing and implementation</li><li>Support High AUM and the development of internal training initiatives</li><li>Work within CRD/TPS and Axioma Direct</li></ul>Your Qualifications:<ul><li>3+ years of experience in specific field and/or with optimization solutions</li><li>Excellent oral and written communication skills</li><li>Experience working both independently and in a team-oriented, collaborative environment</li><li>Quickly adapt to shifting priorities, demands and timelines through analytical and problem-solving capabilities</li><li>Able to elicit cooperation from different sources, including senior management, internal clients, and other departments</li><li>Highly developed analytical ability</li><li>Strong familiarity with change management and creative independent problem solving</li><li>Master's Degree in Financial Engineering or similar field of study required</li></ul>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:<ul><li>100% paid medical, dental and vision premiums for you and your qualifying dependents</li><li>A 50% 401(k) match, up to the IRS maximum</li><li>20 days of PTO, plus 10 paid holidays </li><li>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</li><li>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.</li></ul>FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

We are looking for a Senior Application Developer to join our Charles River Development (CRIMS) team within Fisher Investments Technology. You will combine deep business domain expertise with hands‑on technical skills using Java, Python, C#, SQL, REST APIs, and CRD's own API and automation frameworks. The Opportunity: You will support Charles River–driven workflows across Portfolio Engineering, Optimization, Guidelines, Implementation, Trading, and Trade Operations. You will collaborate with Portfolio Managers, Traders, and Technology teams to implement CRD enhancements, API integrations, portfolio optimization workflows, and automation solutions. You'll report to the AVP – PMG Technology Services The Day-to-Day:<ul><li>Lead end-to-end delivery of CRD enhancements: requirements, design, CRD configuration, integrations, testing, deployment, and ongoing support</li><li>Configure Manager Work Bench or Central Work Bench layouts, workflows, rules, and result sets</li><li>Hands-on work with the Charles River API Framework, including:<ul><li>Frontend APIs – UI workflows, triggers, CRD interaction points</li><li>Backend APIs – data calls, order submissions, guideline checks, reference data, trading flows</li></ul></li><li>Build and support integration workflows using REST APIs, services, and messaging frameworks</li><li>Apply working knowledge of portfolio optimization concepts (risk models, constraints, exposures, and transaction cost analysis)</li><li>Familiarity with industry optimization platforms including Axioma (portfolio construction, risk model integration) and OMEGA Point (optimization and risk analytics tools)</li><li>Collaborate with Portfolio Engineering teams to support optimization workflows feeding CRD</li><li>Ensure Start‑of‑Day readiness for CRD and support ongoing system stability</li><li>Translate our requirements into detailed functional and technical specifications, user stories, diagrams, and interface documentation</li></ul>Your Qualifications:<ul><li>10+ years experience in Application Development:<ul><li>Advanced SQL – complex queries, performance tuning</li><li>Java or C# – ability to interpret, collaborate, and support integrations</li><li>REST API integration, testing, and troubleshooting</li></ul></li><li>5+ experience in:<ul><li>Python Programming</li><li>Investment/Wealth Management industry</li></ul></li><li>3+ years CRD Implementation / Customization , Workbench (Manager or Central) configuration experience</li><li>Hands-on experience with the Charles River API Framework (frontend and backend)</li><li>Experience with CRD Batch Automation, including monitoring and exception handling</li><li>Familiarity with portfolio optimization concepts (risk factors, constraints, optimization models)</li><li>Experience with optimization tools such as Axioma and OMET/Gap Point.</li><li>Experience with Order Management workflows, markets, and trading processes (Equities & Fixed Income)</li><li>Experience using Agile SDLC, process diagramming, and workflow mapping.</li><li>Bachelor's degree in finance, Economics, Computer Science, Engineering, Math, or equivalent</li></ul>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:<ul><li>100% paid medical, dental and vision premiums for you and your qualifying dependents</li><li>A 50% 401(k) match, up to the IRS maximum</li><li>20 days of PTO, plus 10 paid holidays</li><li>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</li><li>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.</li></ul>FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

Senior Application Developer - Charles River Development (CRD)

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