Demo

Technical Business Analyst

Fisher Investments
Fisher Investments Salary
Portland, OR Full Time
POSTED ON 1/24/2025
AVAILABLE BEFORE 4/21/2025

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, you will be reporting to the PMG Technology Production Support Team Lead to 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 be responsible for understanding the business requirements, identifying process improvements, and designing and implementing solutions. You will have a unique opportunity to contribute to our product development.

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 business requirements
  • Define business, functional and technical systems requirements accompanied with solution detail, diagrams
  • Participate in the software development lifecycle
  • Identify ways to streamline 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)
  • Showcase proactive ownership mindset
  • 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
  • Opportunity to participate in our hybrid work from home program. This program is subject to change. Based on tenure and performance eligibility, you will have the opportunity to work from home up to 75 days per year
  • FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

    Salary : $100,000 - $150,000

    If your compensation planning software is too rigid to deploy winning incentive strategies, it’s time to find an adaptable solution. Compensation Planning
    Enhance your organization's compensation strategy with salary data sets that HR and team managers can use to pay your staff right. Surveys & Data Sets

    What is the career path for a Technical Business Analyst?

    Sign up to receive alerts about other jobs on the Technical Business Analyst career path by checking the boxes next to the positions that interest you.
    Income Estimation: 
    $80,838 - $103,226
    Income Estimation: 
    $98,772 - $126,519
    Income Estimation: 
    $113,567 - $162,206
    Income Estimation: 
    $142,089 - $178,034
    Income Estimation: 
    $210,017 - $265,735
    Income Estimation: 
    $178,768 - $233,268
    Income Estimation: 
    $198,078 - $266,342
    Income Estimation: 
    $63,888 - $78,999
    Income Estimation: 
    $79,521 - $98,503
    Income Estimation: 
    $107,442 - $160,602
    Income Estimation: 
    $83,941 - $108,028
    Income Estimation: 
    $92,657 - $120,748
    Income Estimation: 
    $79,521 - $98,503
    Income Estimation: 
    $101,242 - $124,726
    Income Estimation: 
    $107,442 - $160,602
    Income Estimation: 
    $110,400 - $142,096
    Income Estimation: 
    $118,913 - $150,937
    Income Estimation: 
    $101,242 - $124,726
    Income Estimation: 
    $125,329 - $152,916
    Income Estimation: 
    $129,291 - $167,349
    Income Estimation: 
    $133,136 - $171,866
    Income Estimation: 
    $138,790 - $181,781
    View Core, Job Family, and Industry Job Skills and Competency Data for more than 15,000 Job Titles Skills Library

    Job openings at Fisher Investments

    Fisher Investments
    Hired Organization Address Camas, WA Full Time
    Overview The Opportunity: As the AI Governance Program Manager, you will use your understanding of regulatory requiremen...
    Fisher Investments
    Hired Organization Address Tampa, FL Full Time
    Overview Are you looking for a great place to work and grow your career? Come join our Fisher Investments Fulfillment te...
    Fisher Investments
    Hired Organization Address Tampa, FL Full Time
    Overview The Opportunity: As a Facilities Technician at Fisher Investments, you will be part of a team overseeing facili...
    Fisher Investments
    Hired Organization Address Tampa, FL Full Time
    Overview The Opportunity: As the AI Governance Program Manager, you will use your understanding of regulatory requiremen...

    Not the job you're looking for? Here are some other Technical Business Analyst jobs in the Portland, OR area that may be a better fit.

    AI Technical Business Analyst

    Insight Global, Camas, WA

    Technical Business Analyst

    Fisher Investments, North Bonneville, WA

    AI Assistant is available now!

    Feel free to start your new journey!