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Senior Business Analyst at Fisher Investments
Senior Business Analyst
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Fisher Investments

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Posted on: 
September 12, 2023
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Summary of the Senior Business Analyst job at Fisher Investments

Fisher Investments is hiring a Senior Business Analyst with 5 - 10 years of experience. Based in United States - Camas, WA and with Hybrid ways of working. The expected salary range for this role is $110,000 - $140,000
About Fisher Investments

Fisher Investments is an independent, fee-only investment adviser. Fisher Investments manages assets across four principal business units: US Private Client, Institutional, Private Client International, and 401(k) Solutions. Together, these groups serve a diverse global client base including corporations, public and multi-employer pension funds, foundations and endowments, insurance companies, health-care organizations, governments and high net worth families.

Fisher Investments was founded in 1979 by Ken Fisher—a well-known innovator in investment theory and the author of 11 books, including 4 New York Times bestsellers. Ken wrote the Forbes “Portfolio Strategy” column from 1984 through 2016, making him the longest continuously running columnist in the magazine’s history. In recent years, Ken’s columns have run consistently in major media outlets around the world, spanning more countries and more volume than any other columnist of any type in history. Over the last decade, Ken has regularly appeared on CNBC, Fox Business, Fox News, CNN International, Yahoo Finance, Bloomberg TV, and numerous other financial news outlets.

Senior Business Analyst - Job Role & Responsibilities

Are you looking to join a global technology department for an industry-leading financial advisory firm? Fisher Investments is looking for a Senior Business Analyst to support our Portfolio Management Group. If you are looking for an opportunity to make a difference as we develop scalable and strategic solutions to support our global growth, we want to hear from you!

The Opportunity:

As a Senior Business Analyst, you will analyze processes, elicit requirements from business and IT users, and support the transition to cloud development. You will contribute to modernization efforts across Technology and the Portfolio Management Group (PMG) with high partner visibility and exposure to many lines of business. You will learn about the wealth management field, and have a supportive, team-based environment. You will report to an Application Development Team Leader.

The Day-to-Day:

  • Perform requirement elicitation and present deliverables (including logic flow charts and process diagrams [UML], User Stories, API specifications, File specifications [csv, JSON, other types] and Business Rules)
  • Establish and own critical KPIs to measure performance
  • Guide activities throughout the SDLC process (including idea intake, requirements development, bug assessment, UAT, and change management)
  • Review complex SQL queries, stored procedures, and data models against the Requirements
  • Review ADF pipelines to independently analyze the Data transformations between Ingress and Egress and verify against the business requirements
  • Drive requirements management lifecycle that includes capturing business flows and data management
  • Work on capturing non-functional aspects of the business capabilities including SLAs
  • Understand the ecosystem that includes FI core and various external systems and their interactions including workflows, data exchange formats/schemas and APIs
  • Develop relationships with partners across the enterprise (including those involved with Business Analysis, Process Optimization, Training, Risk Management, Information Security, Regulatory Compliance, Data and Infrastructure)
  • Mature into a domain expert that understands how PMG fits within the larger Fisher Technology ecosystem
Senior Business Analyst - Job requirements

Your Qualifications:

  • 5+ years of experience as an IT Business Analyst or Systems Analyst supporting a software application development organization
  • Bachelor's degree or equivalent combination of education and experience
What we offer at Fisher Investments

Compensation:

  • $110,000 - $140,000 base salary per year in the state of WA. New hires should expect to start at the lower end of the range depending on experience.
  • Eligible for a discretionary bonus based on firm and individual performance

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

Please mention “I found this job at DataAnalyst.com!” in your application, it will help us offer you more opportunities

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Fisher Investments

Fisher Investments

is hiring

Senior Business Analyst

Website:
Posted on: 
April 1, 2024

About Our Company

Fisher Investments is an independent, fee-only investment adviser. Fisher Investments manages assets across four principal business units: US Private Client, Institutional, Private Client International, and 401(k) Solutions. Together, these groups serve a diverse global client base including corporations, public and multi-employer pension funds, foundations and endowments, insurance companies, health-care organizations, governments and high net worth families.

Fisher Investments was founded in 1979 by Ken Fisher—a well-known innovator in investment theory and the author of 11 books, including 4 New York Times bestsellers. Ken wrote the Forbes “Portfolio Strategy” column from 1984 through 2016, making him the longest continuously running columnist in the magazine’s history. In recent years, Ken’s columns have run consistently in major media outlets around the world, spanning more countries and more volume than any other columnist of any type in history. Over the last decade, Ken has regularly appeared on CNBC, Fox Business, Fox News, CNN International, Yahoo Finance, Bloomberg TV, and numerous other financial news outlets.

Job Description & Responsibilities

Are you looking to join a global technology department for an industry-leading financial advisory firm? Fisher Investments is looking for a Senior Business Analyst to support our Portfolio Management Group. If you are looking for an opportunity to make a difference as we develop scalable and strategic solutions to support our global growth, we want to hear from you!

The Opportunity:

As a Senior Business Analyst, you will analyze processes, elicit requirements from business and IT users, and support the transition to cloud development. You will contribute to modernization efforts across Technology and the Portfolio Management Group (PMG) with high partner visibility and exposure to many lines of business. You will learn about the wealth management field, and have a supportive, team-based environment. You will report to an Application Development Team Leader.

The Day-to-Day:

  • Perform requirement elicitation and present deliverables (including logic flow charts and process diagrams [UML], User Stories, API specifications, File specifications [csv, JSON, other types] and Business Rules)
  • Establish and own critical KPIs to measure performance
  • Guide activities throughout the SDLC process (including idea intake, requirements development, bug assessment, UAT, and change management)
  • Review complex SQL queries, stored procedures, and data models against the Requirements
  • Review ADF pipelines to independently analyze the Data transformations between Ingress and Egress and verify against the business requirements
  • Drive requirements management lifecycle that includes capturing business flows and data management
  • Work on capturing non-functional aspects of the business capabilities including SLAs
  • Understand the ecosystem that includes FI core and various external systems and their interactions including workflows, data exchange formats/schemas and APIs
  • Develop relationships with partners across the enterprise (including those involved with Business Analysis, Process Optimization, Training, Risk Management, Information Security, Regulatory Compliance, Data and Infrastructure)
  • Mature into a domain expert that understands how PMG fits within the larger Fisher Technology ecosystem

Requirements

Your Qualifications:

  • 5+ years of experience as an IT Business Analyst or Systems Analyst supporting a software application development organization
  • Bachelor's degree or equivalent combination of education and experience

What we offer

Compensation:

  • $110,000 - $140,000 base salary per year in the state of WA. New hires should expect to start at the lower end of the range depending on experience.
  • Eligible for a discretionary bonus based on firm and individual performance

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
Apply now

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