Job Description

Overview

Fisher Investments is rapidly expanding its reach, both domestically and abroad, which means there is an ever increasing amount of data to be turned into meaningful insights – that is where the Business Information Team steps in.

The Business Information Team turns the noise of vast data into relevant tools for decision makers across all levels of the firm. Thanks to the reporting you will manage, a Vice President may choose to green light a successful test program; an Account Executive may decide to focus more on the quality dimension of their initial appointments; a Client Operations Manager may realize an opportunity to service a client's need. You will report directly to the Business Information Manager.

The Opportunity:

As a Junior Business Information Analyst, your daily work will help employees make better decisions by providing clear, detailed metrics to groups and individuals across our firm. These projects can take many different forms and will require you to navigate through ambiguous requirements. By adding context and clarity to a department's data, you will directly impact continued success by facilitating the ability to monitor and evaluate their group. You will troubleshoot and improve our reporting to maximize its potential impact. Along the way, you will educate coworkers on the information available to align their needs with available resources.

The Day-to-Day:

• Query large datasets and transform them into meaningful reporting deliverables to meet needs across departments
• Maintain and update existing suite of reporting
• Enhance reporting outputs and data visualization through VBA script
• Build strong relationships with business partners and end users
• Manage flow of projects and requests, including communication with stakeholders
• Be a data subject matter expert for assigned departments
• Work with team members, data teams and business contacts
• Manage risk associated with handling sensitive data

Your Qualifications:

• Up to 2 years of professional experience in a data-oriented role
• Proficiency in SQL, MS Access, MS excel (can perform complex functions), VBA, troubleshooting data and reporting
• Experience with full cycle report building, including requirements gathering, querying and aggregating data, report rollout and upkeep
• Experience building relationships and communicating with employees of all levels in the firm
• Experience with Data Visualization tools and techniques
• Experience with Process Documentation and Efficiency Improvement

Why Fisher Investments:

At Fisher Investments, we work for a bigger purpose: bettering the investment universe. From unmatched service to unique perspectives on investing, it's the people that make the Fisher purpose possible. And we invest in them by 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
• 8 weeks paid Primary Caregiver Parental Leave
• Back-up Child Care Program available, offering up to 10 days annually
• A cumulative learning and development framework customized for every employee
• An award-winning work environment - we're Great Place to Work Certified, and Top Workplace winners from The Oregonian

We take great pride in our inclusive culture. We value the different perspectives and unique skills you bring to the team – it makes us all better. Success at Fisher Investments is motivated by results, a collaborative mindset and a commitment to accomplishing great things – so if you are ready to do that, we are ready for you! Apply today to be a part of a team environment where you make a difference in the lives of people by bettering the investment universe.

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

FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER