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Senior Business Analyst (Charles River Platform Owner)

Fisher Investments Tampa, Florida
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Are you looking to join a global technology department for an industry-leading financial advisory firm? It's an exciting time to be in our Technology department as we're investing in the future of our firm's technology. Our business is growing internationally, which emphasizes the need to build an unparalleled technology team that inspires future global growth through strategic solutions and systems. We help support our firm's diverse businesses and we're excited to continue solidifying that foundation as we add more experienced technologists to our team.

The Opportunity:

We are looking for someone to join our Technology Business Services team as a Senior Business Analyst - Charles River Development Platform Owner providing business/product support in order and execution management. You will work with Client Guidelines and Assurance (Portfolio Compliance), Portfolio Engineering (Construction and maintenance of Models), Portfolio Implementation (Rebalancing, Order Generation), Traders (Trade Routing, Executions) and Trading Operations (Post Trade) for daily operations. We ask that you have a strong understanding of the Order and Trade Lifecycle. You will work closely with the Charles River userbase and understand their needs for efficiencies and new capabilities, and partner with Charles River and our our teams to design and implement needed solutions. You will report to the Application Development Team Lead for our Portfolio Engineering and Trading Technology Team.

The Day-To-Day:

  • Effectively foster dialogue and communication between internal business customers, Technology Teams, and our application vendors
  • Partner and engage with your business customers to understand their challenges and to formulate the most optimal solutions for our plans to implement and resolve
  • Be the bridging intermediary between Technology and Portfolio Management Teams ( Portfolio Engineering, Portfolio Implementation & Trading)
  • Take ownership of configuration tuning, deployment, testing and post-deployment support
  • Document new requirements, configure, and tune the application to the User's needs
  • Engage in and facilitate User Acceptance Testing on workflows and resolve issues
  • Maintain insight and build forward-looking plans to effectively write business, functional and technical requirements in the form of user stories under the Agile/Scrum framework
  • Develop and effectively convey business, functional and technical systems along with runbook and guiding supporting documentation
  • Monitor production platforms for start of day readiness and general system health
  • Convey clear business, functional and technical systems requirements accompanied with solution detail, diagrams and guiding supporting documentation

Your Qualifications:

  • Bachelor's in Finance, Economics, Computer Science, Engineering, Physics, Math or related work experience
  • 5+ years of experience working as a Technology Business Analyst or as a Product Manager supporting business critical applications as part of a Wealth or Investment Management Technology team
  • 2+ years of working experience configuring and implementing Charles River Manager Work Bench or Central Work Bench workflows, layouts and Result Sets.
  • Strong working knowledge of order management concepts, workflows and terminology to partner with and have meaningful conversations with Portfolio Implementation and Trading Team members
  • Front/Middle/Back Office experience with Order Management Systems such as Charles River (comparable experiences in other Order Management and Execution Management Systems will be considered)
  • Strong understanding of Equities and Fixed Income – Market Securities Data, Order Generation and Trade Lifecycle processes
  • Strong understanding of Compliance workflows and Rule Writing within Order Management Systems
  • Ability to write, update and execute SQL queries
  • Strong understanding of the Agile Software Development Lifecycle
  • Proficiency with process diagramming and project management tools

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
  • $10,000 fertility, hormonal health and family-forming benefit
  • Opportunity to participate in our hybrid work from home program. This program is subject to change. Based on tenure and performance eligibility, you will have the opportunity to work from home up to 75 days per year


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