Client Reporting Program Manager

3 weeks ago


Arlington, Texas, United States Fisher Investments Full time
Job Title: Client Reporting Program Manager

Fisher Investments is seeking a highly skilled Client Reporting Program Manager to join our Investment Operations Department. As a key member of our team, you will be responsible for shaping the future of client reporting at Fisher Investments.

About the Role:

As the Client Reporting Program Manager, you will have the opportunity to drive efficiencies in our client reporting processes and execute a technology platform migration using your SS&C Global Wealth platform experience. You will work closely with our Portfolio Management team to identify and execute client reporting strategies, creating client reports on a quarterly and ad hoc basis.

Key Responsibilities:
  • 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
Requirements:
  • 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:

Fisher Investments is a company that values its employees and offers a range of benefits, including 100% paid medical, dental, and vision premiums, a 50% 401(k) match, and 20 days of PTO. We are an equal opportunity employer and welcome applications from diverse candidates.



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