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Client Reporting Program Manager

2 months ago

Dallas, Texas, United States Fisher Investments Full time
About the Role

Fisher Investments is seeking a highly skilled Client Reporting Program Manager to join our Investment Operations team. As a key member of our team, you will play a critical role in shaping the future of client reporting at Fisher Investments.

Key Responsibilities
  • Client Reporting Strategies: Develop and execute client reporting strategies to create comprehensive and insightful reports on a quarterly and ad hoc basis.
  • Technology Platform Migration: Proactively assist with the migration of our Portfolio Management technology platform, ensuring a seamless transition and minimal disruption to our clients.
  • Reporting Platform Expertise: Utilize your expertise in SS&C Global Wealth Platforms (Vision FI, Recon, and Sylvan) to drive efficiencies in our client reporting processes and ensure accurate and timely reporting.
  • Technical Leadership: Serve as the technical lead for the report development team, providing guidance and support to ensure the successful development and implementation of reporting standards.
  • Collaboration and Communication: Collaborate with key business partners to set and execute client reporting priorities, ensuring alignment with business objectives and stakeholder expectations.
  • Reporting Standards: Develop and maintain reporting standards, ensuring consistency and accuracy in our client reporting processes.
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
About Fisher Investments

Fisher Investments is a leading investment management firm that takes pride in its inclusive culture, learning and development framework, and Great Place to Work Certification. We offer exceptional benefits, including:

  • 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 weeks of Paid Primary Caregiver Leave, fertility, family forming, and hormonal health assistance and back-up child, adult, and elder care
  • $10,000 fertility, hormonal health, and family-forming benefit

FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER