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Investment Analyst

Plano, TX

COMPANY OVERVIEW: 

At Fisher\SMB, we are dedicated to guiding our clients through the complexities of retirement planning with expertise and care. Since our founding, we have specialized in providing retirement-focused financial strategies that support long-term security and sustainable growth. Our personalized approach combines in-depth market knowledge with a commitment to understanding each client’s unique financial goals.

As part of our team, you’ll be joining a group of professionals driven by a shared mission: to deliver exceptional service, uphold ethical standards, and contribute to our clients’ financial well sent confidence. We believe in fostering an environment where innovation, collaboration, and professional development are encouraged. If you are passionate about helping others secure their future while advancing your career in a supportive setting, Fisher\SMB is the place for you.

JOB SUMMARY: 

The Fisher Retirement Solutions Investment Analyst is responsible for collaborating with FRS Leadership and Product Team on all investment solutions research and analysis. They support the analysis needed to execute the FRS investment process and build new solutions to benefit our clients and their employees on their path to a comfortable retirement.

JOB RESPONSIBILITIES: 

  • Manages a program to ensure the elements are completely and efficiently meeting the business requirements
  • Manages all phases of various projects from envisioning through deployment
  • Identifies potential process improvements, recommends solutions, and implements solutions to improve the efficiency of the department
  • Coaches, mentors, and motivates team members

ADDITIONAL RESPONSIBILITIES:

  • Completing the investment analysis and monitoring of existing investment solutions including, but not limited to fund line ups, model portfolio/asset allocation tools, and glidepaths 
  • Creating, updating, and maintaining investment strategy due diligence and process documentation
  • Conducting research, analysis, and thought leadership around potential future investment solutions and providing input on the FRS product roadmap. 
  • Conducting due diligence interviews and make qualitative assessments of potential asset managers.  
  • Preparing quarterly, annual, and ad-hoc presentations and investment recommendations to key decision makers. 
  • Partnering with the Customer Experience and Marketing teams on economic and investment related content production and maintenance.
  • Training and enablement for FRS staff around investment solutions, investment tools, the economy, and capital markets. 
  • Partnering with the Investment Operations team to support investment related process creation and maintenance. 
  • Partnering with the Retirement Counselor Team on an as needed basis, to assist in client presentations and education on economic and investment related content.

QUALIFICATIONS:

  • Bachelor’s degree or equivalent combination of education and experience required
  • At least 3 years investment analysis, investment strategy due diligence, or asset management experience preferred
  • Strong understanding of the investment industry or retirement space
  • Highly developed qualitative and/or quantitative skills required
  • Ability to analyze various situations and develop creative solutions
  • Excellent verbal and written communication skills
  • High level of attention to detail
  • Ability to adapt to changes in a fast paced, team environment
  • Ability to prioritize workload and manage time across various tasks
  • Proficient in Microsoft Office software
  • Experience with industry software such as FactSet, Fi360, etc.

EMPLOYEE BENEFITS:

At Fisher\SMB™, we are dedicated to the health, well-being, and future of our employees. We offer a competitive and comprehensive benefits package, including:

  • Health Insurance: Medical, dental, and vision premiums are 100% covered by the company, with flexible plan options to meet diverse needs. Preventive care is fully covered, and employees have access to an extensive provider network.
  • Retirement Savings: Our retirement plan offers a 50% employer match for contributions up to IRS limits, along with flexible investment options to accommodate different risk preferences.
  • Additional Insurance: Company-sponsored life, AD&D, short-term, and long-term disability insurance to provide peace of mind.
  • Employee Assistance Program (EAP): Confidential counseling and wellness support to help employees navigate life’s challenges.
  • Concierge Health Support: Access to "Ask Bennie," a dedicated healthcare concierge team to answer questions and provide guidance on health benefits.
  • Employee Perks and Discounts: Exclusive discounts on a range of services and products.

Join us at Fisher\SMB™ and experience a supportive environment that values your well-being, growth, and work-life balance.

EQUAL EMPLOYMENT OPPORTUNITY STATEMENT:

Fisher\SMB is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We prohibit discrimination and harassment of any kind based on race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, genetic information, pregnancy, marital status, or any other protected characteristic as outlined by federal, state, or local laws.

All employment decisions at Fisher\SMB are based on business needs, job requirements, and individual qualifications. We encourage applicants of all backgrounds to apply and are dedicated to providing a fair, respectful, and accessible hiring process for all. Reasonable accommodations are available to candidates with disabilities to support their participation in the application and interview process.

DISCLAIMER:

This job description provides a summary of typical responsibilities and qualifications for this position; however, it is not intended to be exhaustive or comprehensive. Employees may be required to perform other job-related duties as assigned, and responsibilities, duties, and activities may change at any time with or without notice. This document does not create a contract of employment or alter the at-will employment relationship of Fisher\SMB.

 

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