Demo

Technical Business Analyst/Product Management Specialist

Fisher Investments
Fisher Investments Salary
West Linn, OR Full Time
POSTED ON 3/3/2025
AVAILABLE BEFORE 5/29/2025

Join the innovative team at Fisher Investments Technology Department as we pave the way for future growth through cutting-edge technology. We are excited to expand our team and are looking for a passionate Technical Business Analyst / Product Management Specialist to support our Cloud Platform team. If you are driven to make a significant impact by developing scalable and strategic solutions, we want to hear from you!

The Opportunity :

In this role, you will provide essential business and product support for investment operations. Collaborating with teams such as Portfolio Accounting, Custodian Data Reconciliation, Portfolio Implementation, Portfolio Engineering, and Security Operations will be key to your success. Your main tasks will include understanding requirements, identifying process improvements, designing and implementing solutions, and contributing to our product development efforts.

Your Day-to-Day Responsibilities :

  • Work closely with the Portfolio Management group, including teams focused on Portfolio Accounting, Portfolio Analytics, Security Operations, Portfolio Implementation, and Trading Operations, ensuring systems operate seamlessly.
  • Monitor production platforms to ensure readiness and maintain overall system health.
  • Facilitate effective communication between internal stakeholders, Technology Teams, and application vendors.
  • Provide operational and incident support for specific applications and modules.
  • Conduct root cause analysis on production incidents, recommending solutions to minimize future issues.
  • Define user stories and acceptance criteria based on business requirements.
  • Gather and document business, functional, and technical systems requirements, including detailed solution diagrams.
  • Engage in the software development lifecycle as an integral team member.
  • Identify opportunities for process refinement through automation, restructuring, or elimination.
  • Deliver insightful business recommendations backed by thorough analysis.
  • Handle multiple requests with precision and adherence to varying deadlines.

Your Qualifications :

  • Over 5 years of experience as a Business Analyst or Product Manager within Wealth or Investment Management Technology.
  • Hands-on knowledge of Portfolio management platforms, including Portfolio Accounting, Order Generation, and Market Security.
  • Solid understanding of Portfolio management concepts such as Positions, Trades, and Securities.
  • Proficient in analyzing complex situations and crafting innovative solutions.
  • Bachelor's degree or equivalent education and experience is required.
  • Compensation :

  • Annual base salary between $100,000 and $150,000. New hires can expect to start at the lower end, depending on their experience.
  • Discretionary bonus eligibility based on individual and firm performance.
  • Why Fisher Investments?

    At Fisher Investments, we strive for a greater purpose : enhancing the investment landscape. We pride ourselves on fostering an inclusive culture and providing tailored learning and development opportunities for every employee. Our exceptional benefits package includes :

  • 100% coverage of medical, dental, and vision premiums for you and your qualifying dependents.
  • 401(k) plan with a 50% match, up to the IRS maximum.
  • 20 vacation days, plus 10 observed holidays.
  • Family Support programs, including 8-week Paid Primary Caregiver Leave, up to $10,000 for fertility and family planning assistance, and backup care services for children, adults, and seniors.
  • This is an in-office role, with potential eligibility for our hybrid work-from-home program based on role, tenure, and performance.
  • Fisher Investments is an equal opportunity employer.

    Salary : $100,000 - $150,000

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