Job Description

Job Description

The Fisher Investments Institutional Group (FIIG) serves a global client base of diverse investors, including corporate, public and multi-employer pension funds, foundations and endowments, insurance and financial institutions, and governments. FI currently manages ~$20B AUM with Responsible Investments/ESG/SRI guidelines (Environmental, Social, Governance/Socially Responsible Investing) for clients around the globe.

The Opportunity:

As the Responsible Investments (RI) Product Manager, you will lead the lifecycle of FIIG’s RI-related investment offerings which today include a diverse set of ESG/Sustainable/Impact/Paris -aligned/SRI branded strategies. Such leadership includes roadmap & product strategy development, competitor research, product design & enhancement, and external positioning. You will collaborate with multiple FIIG teams (New Strategy Development, Engagement, Sales/RFP, Marketing & Content) and firm groups (Portfolio Management Group, Legal Compliance Department, etc). You will understand global ESG investment trends & regulation to ensure the firm’s institutional ESG offerings are best positioned to meet current and future client and prospects demands.

The Day-to-Day:

• Support and develop ESG-product strategy, roadmap and business cases with firm stakeholders
• Conduct market and competitor analysis for equity/fixed ESG-product design and enhancement
• Create external product positioning and value-propositions for FI’s ESG & Investment process
• Maintain expertise in shifting ESG industry standards, best practices, and regulatory trends
• Monitor market developments from external organizations, third party reporting frameworks (e.g. PRI), ESG labels to understand evolving markets standards and client preferences
• Support the Responsible Investments team in day-to-day client/prospect requests and act as an internal ESG expert supporting training

Your Qualifications:

• 5+ years' experience in the financial services sector with at least 1 year in ESG-product development, management, or manager research at an asset management/investment consulting firm
• Strong understanding of global equity markets, institutional investors, portfolio management techniques with experience communicating complex investment concepts
• Proven knowledge of ESG-related investor & regulatory trends in the EU (e.g. SFDR), UK and US
• Passionate about both Responsible Investments & asset management

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

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