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Client Reporting Program Manager

3 months ago

Dallas, Texas, United States Fisher Investments Full time

Portfolio Analytics and Reporting plays a critical role in servicing Fisher Investment Clients by setting up and managing recurring and ad hoc reporting for both Institutional and Private Clients. Our reporting provides important insights into Client portfolios that keep Clients informed on their investments. We also serve as an important resource across the firm by supporting internal teams with portfolio data as needed.


The Opportunity:

As the Client Reporting Program Manager, you will be provided the opportunity to shape how Client Reporting is conducted at Fisher Investments. Working within the Investment Operations Department, you will utilize your SS&C Global Wealth platform experience to execute a technology platform migration as well as drive efficiencies in our client reporting processes.


The Day-to-Day:

  • Identify and execute client reporting strategies to create Client Reports on a quarterly and ad hoc basis
  • Proactively assist with our Portfolio Management technology platform migration
  • Work within the SS&C Global Wealth Platforms (Vision FI, Recon and Sylvan)
  • Be the technical lead for the report development team
  • Collaborate with key business partners to set and execute client reporting priorities
  • Set and maintain the development and execution of reporting standards.

Your Qualifications:

  • 3+ years of business reporting and/or business analysis experience
  • 3+ years of SS&C Vision FI, Recon or Sylvan experience
  • 3+ years of Microsoft Excel experience
  • 3+ years of SQL and SQL Server Reporting Studio Development experience

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 (*17 days of PTO and 3 days of sick time for California employees)
  • Family Support programs including 8 weeks Paid Primary Caregiver leave, adoption assistance and back-up child care
  • $10,000 fertility, hormonal health and family-forming benefit

FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER