Technical Business Analyst/Product Manager

$100,000 - $150,000/Yr

Fisher Investments - Camas, WA

Full-time - Mid Level

Remote - Camas, WA

Securities, Commodity Contracts, and Other Financial Investments and Related Activities

About the position

As a Technical Business Analyst/Product Manager at Fisher Investments, you will play a crucial role in supporting the Cloud Platform team by providing business and product support for investment operations. This position involves collaborating with various teams to understand requirements, identify process improvements, and contribute to product development, all aimed at supporting the firm's global growth.

Responsibilities

• Collaborate closely with Portfolio Management groups including Portfolio Accounting, Portfolio Analytics, Security Operations, Portfolio Implementation, and Portfolio Engineering.
• Monitor production platforms for start of day readiness and general system health.
• Foster dialogue and communication between internal business customers, Technology Teams, and application vendors.
• Provide operational and incident support for 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 requirements.
• Define business, functional, and technical systems requirements with accompanying solution details and diagrams.
• Participate in the software development lifecycle.
• Identify ways to refine processes by recommending automation, restructuring, or elimination of items.
• Provide business recommendations based on critical analysis.
• Maintain a high level of accuracy while managing multiple requests with varying complexities and due dates.

Requirements

• 5+ years of experience as a Business Analyst or Product Manager in Wealth or Investment Management Technology.
• Hands-on experience with Portfolio management platforms including Portfolio Accounting, Order Generation, Performance and Reporting, and Market Security.
• Working knowledge of Portfolio management concepts such as Positions, Trades, and Securities.
• Ability to analyze various situations and develop creative solutions.
• Bachelor's degree or equivalent combination of education and experience.

Benefits

• 100% paid medical, dental, and vision premiums for you and your qualifying dependents
• 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, fertility, family forming, and hormonal health assistance
• $10,000 fertility, hormonal health, and family-forming benefit
• Opportunity to participate in a hybrid work from home program, allowing up to 75 days per year based on tenure and performance eligibility.