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Institutional Analytics Project Manager

Camas, WA, United States
Operations
10587

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Job Description

Overview

Are you interested in using your experience in the Institutional Asset Management industry to improve our online presence? Your analysis will contribute directly to digital strategy and growth opportunities for the Fisher Investments Institutional Group. You will engage with our full suite of investment vehicles and strategies and a wide variety of internal and external stakeholders.

 

The Opportunity:

 

As the Institutional Analytics Project Manager you will oversee our database management program. You will work with our teams, management, vendors, and investors to improve the quality, accuracy, and timeliness of our database population. Your work will reach a diverse investor base of consultants and asset owners including pension funds, insurance and financial institutions, healthcare organizations, and governments across the globe.

 

Your analysis will help us understand how our data is being used to improve our program, and provide improvement insights. You will report to the VP of Marketing Analytics who will help shape your success.

 

Day to Day:

  • Oversee our Strategy Platform Program, ensuring the efficacy of database approach
  • Primary point of contact and subject matter expert for investor databases, like eVestment Advantage
  • Work with management and other parties where necessary to improve our database presence
  • Coordinate quality control for monthly, quarterly, and annual data pushes
  • Manage process of new strategy or vehicle additions
  • Manage relationships with current vendors and vetting new databases, vendors, or software
  • Contribute to additional Institutional marketing and data analytics projects

Your Qualifications:

  • Experience in the Institutional Asset Management industry and/or financial, business, or marketing analytics a plus
  • Track record of Project Management success
  • U.S. candidates must be fully vaccinated as defined by the medical community against COVID-19 and provide proof of such vaccination by date of hire

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% 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 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

 

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