Technical Business 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.
  • #2025-15658

    Position summary

    rovements, 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

    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.