Technical Business Analyst

Company: Fisher Investments
Location: Plano
Posted on: February 2, 2025

Job Description:

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
    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
    • This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change.
      FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

Keywords: Fisher Investments, Frisco , Technical Business Analyst, IT / Software / Systems , Plano, Texas