Job Description

It's an exciting time to be a member of the Fisher Investments Technology Department. We're investing in the future of our firm's technology and are building our team to achieve global growth. We are looking for a Technical Business Analyst to support our Cloud Platform team. If you are looking for an opportunity to make an impact as we develop scalable and strategic solutions to support our global growth, we want to hear from you! The Opportunity: As a Technical Business Analyst/Product Manager, you will provide business/product support for investment operations. You will work with Portfolio Accounting, Custodian Data Reconciliation, Portfolio Implementation, Portfolio Engineering and Security Operations teams for daily operations. You will understand the requirements, identifying process improvements, designing and implementing solutions and contribute to our product development. You will report to the PMG Technology Production Support Team Lead. The Day-to-Day: Collaborate closely with all Portfolio Management group which includes Portfolio Accounting, Portfolio Analytics, Security operations, Portfolio Implementation, Portfolio engineering, Traders and Trading operations Teams to ensure system is performing as expected Monitor production platforms for start of day readiness and general system health Effectively foster dialogue and communication between internal business customers, Technology Teams, and our application vendors Provide operational and incident support for your assigned applications and modules Perform root cause analysis on production incidents and propose solutions to prevent recurrence Define user stories and acceptance criteria based on our requirements Define business, functional and technical systems requirements accompanied with solution detail, diagrams Participate in the software development lifecycle Identify ways to refine processes by recommending items for automation, re-structuring, or elimination Provide business recommendations based on critical analysis Maintain a high-level of accuracy while managing multiple requests with varying complexities and due dates Your Qualifications: 5+ years of experience working as a Business Analyst or as a Product Manager supporting business critical applications as part of a Wealth or Investment Management Technology team Hands-on experience in Portfolio management platforms (Portfolio Accounting, Order Generation, Performance and reporting, Market Security) Working knowledge of Portfolio management concepts (Positions, Trades, Securities) Front/Middle/Back Office experience with Order Management Systems such as Charles River Strong understanding of Equities and Fixed Income – Market Securities Data, Order Generation and Trade Lifecycle processes Ability to analyze various situations and develop creative solutions Bachelor's degree or equivalent combination of education and experience required Compensation: $100,000-$150,000 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 Eligible for a discretionary bonus based on firm and individual performance 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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