Senior Business Analyst

5 days ago

Plano, Texas, United States Fisher Investments Full time

About the Role:

We are seeking a highly skilled Senior Business Analyst to join our Portfolio Engineering and Trading Technology team at Fisher Investments. As a key member of our team, you will be responsible for providing business/product support in order and execution management, working closely with Client Guidelines and Assurance, Portfolio Engineering, Portfolio Implementation, Traders, and Trading Operations.

Key Responsibilities:

  • Effectively foster dialogue and communication between internal business customers, Technology Teams, and our application vendors.
  • Partner and engage with business customers to understand their challenges and formulate optimal solutions for implementation and resolution.
  • Act as a bridging intermediary between Technology and Portfolio Management Teams.
  • Take ownership of configuration tuning, deployment, testing, and post-deployment support.
  • Document new requirements, configure, and tune the application to meet user needs.
  • Engage in and facilitate User Acceptance Testing on workflows and resolve issues.
  • Maintain insight and build forward-looking plans to effectively write business, functional, and technical requirements in the Agile/Scrum framework.
  • Develop and convey business, functional, and technical systems, along with runbook and guiding supporting documentation.
  • Monitor production platforms for start-of-day readiness and general system health.

Requirements:

  • Bachelor's degree in Finance, Economics, Computer Science, Engineering, Physics, Math, or related work experience.
  • 5+ years of experience working as a Technology Business Analyst or Product Manager supporting business-critical applications in a Wealth or Investment Management Technology team.
  • 2+ years of experience configuring and implementing Charles River Manager Workbench or Central Workbench workflows, layouts, and Result Sets.
  • Strong working knowledge of order management concepts, workflows, and terminology to partner with and have meaningful conversations with Portfolio Implementation and Trading Team members.
  • Front/Middle/Back Office experience with Order Management Systems such as Charles River (comparable experiences in other Order Management and Execution Management Systems will be considered).
  • Strong understanding of Equities and Fixed Income – Market Securities Data, Order Generation, and Trade Lifecycle processes.
  • Strong understanding of Compliance workflows and Rule Writing within Order Management Systems.
  • Ability to write, update, and execute SQL queries.
  • Strong understanding of the Agile Software Development Lifecycle.
  • Proficiency with process diagramming and project management tools.

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.
  • 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

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