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Private Client Advice Internship

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Fisher Investments

3mo ago

Applications are closed

  • Internship
    Full-time
    Off-cycle Internship
  • Banking & Finance
  • London

Requirements

  • Strong oral and written articulation skills
  • Ability to collaborate well within a team
  • Have a will-do attitude, be responsible, accountable and driven
  • Be efficient and coordinated
  • Highly reliable and accurate
  • A keen interest in the financial services industry

Responsibilities

  • Liaise with external parties to gather information on prospective clients’ current investments
  • Prepare resources for prospective client meetings
  • Produce reports of prospective clients’ current investments with outside providers
  • Help review client profiles, identify cash flow requirements, current assets and potential account structures based on funding sources
  • Prepare and send resources to current clients
  • Assist in formulating elevations for senior management
  • Run cash flow and portfolio simulations for inclusion in the proposals
  • Contact losing providers for plan information

Fisher Investments

Bettering the Investment Universe

Finance
Industry
1001-5000
Employees
1979
Founded Year

Mission & Purpose

Fisher Investments is an independent, fee-only investment adviser. Fisher Investments manages assets across four principal business units: US Private Client, Institutional, Private Client International, and 401(k) Solutions. Together, these groups serve a diverse global client base including corporations, public and multi-employer pension funds, foundations and endowments, insurance companies, health-care organizations, governments and high net worth families. Fisher Investments was founded in 1979 by Ken Fisher—a well-known innovator in investment theory and the author of 11 books, including 4 New York Times bestsellers. Ken wrote the Forbes “Portfolio Strategy” column from 1984 through 2016, making him the longest continuously running columnist in the magazine’s history. In recent years, Ken’s columns have run consistently in major media outlets around the world, spanning more countries and more volume than any other columnist of any type in history. Over the last decade, Ken has regularly appeared on CNBC, Fox Business, Fox News, CNN International, Yahoo Finance, Bloomberg TV, and numerous other financial news outlets.