Institutional Defined Contribution Senior Analyst

Fisher Investments

4.1

(21)

Tampa, FL

Why you should apply for a job to Fisher Investments:

  • 4.1/5 in overall job satisfaction
  • 4.5/5 in supportive management
  • 86% say women are treated fairly and equally to men
  • 76% would recommend this company to other women
  • 71% say the CEO supports gender diversity
  • Ratings are based on anonymous reviews by Fairygodboss members.
  • All women are eligible for 18-20 weeks of time off for bonding after childbirth; non-birthing parents are eligible for up to 12 weeks.
  • 20 days of PTO, plus 9 paid holidays.
  • Offering up to 10 days annually for back-up childcare.
  • #2025-16135

    Position summary

    sponsibilities may include:

    • Institutional Defined Contribution Senior Analyst: Conducting deep quantitative analysis of complex retirement plan datasets to identify trends, performance metrics and product impact; develop compelling case studies that showcase measurable benefits of our product, using both qualitative narratives and quantitative data; maintain data accuracy by validating sources, cleaning datasets and applying appropriate methodologies; monitor and interpret industry benchmarks to position our product competitively within the defined contribution space.

    Your Qualifications:

    • Bachelor's degree or equivalent combination of education and experience required

    • Highly developed qualitative and quantitative skills required for interpreting large data sets

    • Ability to analyze various situations and develop creative solutions

    • Excellent verbal and written communication skills

    • High level of attention to detail

    • Ability to adapt to changes in a fast paced, team environment

    • Ability to prioritize workload and manage time across various tasks

    • Proficient in Microsoft Office software

    • Ability to translate complex data into a clear, persuasive narrative

    • Professional certifications such as the Qualified 401(k) Administrator (QKA) or Certified Employee Benefits Specialist (CEBS) preferred

    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

    Why you should apply for a job to Fisher Investments:

  • 4.1/5 in overall job satisfaction
  • 4.5/5 in supportive management
  • 86% say women are treated fairly and equally to men
  • 76% would recommend this company to other women
  • 71% say the CEO supports gender diversity
  • Ratings are based on anonymous reviews by Fairygodboss members.
  • All women are eligible for 18-20 weeks of time off for bonding after childbirth; non-birthing parents are eligible for up to 12 weeks.
  • 20 days of PTO, plus 9 paid holidays.
  • Offering up to 10 days annually for back-up childcare.