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Client Learning Analyst (2018-7432)

Camas, WA, United States


Job Description


As a Client Learning Analyst you will use your experience analyzing quantitative and qualitative data to help us better serve our clients. You’ll generate data through surveys, interviews and focus groups then clearly communicate your observations about the customer experience (CX) and customer journey directly to front-line employees and multiple levels of management. You will use your skills and experience to seek new and accurate understandings of our clients, former clients and prospective clients to provide perspective on business challenges and opportunities—a true Voice of the Consumer. At Fisher Investments, your insight will matter and you will expect to influence key business decisions, processes and training—making a difference in the lives of our clients. You’ll also begin what we hope will be a lifelong career filled with development and challenge.


The Day-to-Day:

  • Designing, analyzing and summarizing quantitative and qualitative research
  • Developing insights from multivariable quantitative analysis
  • Presenting to multiple levels of management and working directly with them to have a material impact on core business metrics such as new sales and client turnover
  • Probing deeper on how people really think and feel about a topic, not just taking what’s said at face value
  • Talking to clients and employees, exploring what makes them tick
  • Writing discussion guides with consumer friendly dialogue flow, follow-up prompts, and ideation
  • Moderating in-depth interviews, and focus groups
  • Creating actionable surveys from scratch

How you’ll grow:

  • One-on-one coaching to improve your quantitative and qualitative skills
  • Conducting and utilizing research within an important and growing demographic: High-Net-Worth Investors
  • Building knowledge of the investment industry

Your Qualifications:

  • 3+ Years of experience in quantitative research & analysis
  • Ability to learn quickly and positively impact key business metrics
  • Ability to gather unique insights via interviews, focus groups and surveys
  • Ability to operate both independently and collaboratively as needed
  • Ability to own projects from design to completion

Why Fisher Investments:

Fisher Investments is a different kind of investment firm. We don’t come from Wall Street, nor do we believe we fit in with most of the finance industry, and we’re proud of that. We work for a bigger purpose: bettering the investment universe. From unmatched service to innovative perspectives on investing, it’s the people that make the Fisher purpose possible. After all, it’s our people that enable us to offer the level of service that we do. And we invest in them accordingly, offering exceptional benefits like:

  • 100% coverage of premiums for health, vision and dental insurance
  • A 50% 401(k) match, up to the IRS maximum
  • 20 days of PTO*, plus 9 paid holidays
  • And much, much more 

We also provide a cumulative, continuous learning and development framework customized for every employee. This emphasis on personal and professional growth has yielded an award-winning work environment; we’re Great Place to Work Certified, and The Oregonian named us as a 2017 and 2018 Top Workplace.


But in the end, it’s not the perks that keep people here. They stay because they believe in our mission of service—our employees want to make a difference in an industry that can do better.


* California employees accrue up to 17 days of PTO and 3 days of sick time per year.





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