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Fisher Investments

Independent investment adviser managing diversified portfolios

Business Analyst Associate

Business AnalysisConfirmed live in the last 24 hours
Full-timePlano, TX, USANo salary listed

About the Job

Requirements

  • A bachelor's degree in Management Information Systems, Computer Science, Mathematics, or another related field is required.
  • One to three years of experience working in software development teams is required.
  • Experience in project management and requirements analysis is required.
  • Previous Information Technology experience, ideally in Wealth Management Technology, is required, along with the ability to handle application-related projects within the candidate's group.
  • The candidate must be able to work independently and prioritize work based on business needs.

Responsibilities

  • Work closely with the Product Owner to assist in defining requirements for one or more Scrum Teams.
  • Analyze issues to help resolve multifaceted business problems.
  • Provide comprehensive internal and third-party software application support in coordination with IT Service Desk, Corporate Systems, and Infrastructure teams.
  • Support major internal and third-party software applications.
  • Help create documents and workflows related to user training and business requirements.
  • Act as a liaison and subject matter expert for software applications used by the Portfolio Management Group, coordinating troubleshooting, diagnosis, and resolution of application-use challenges.
  • Train on new technology being released for the business group and perform application testing to ensure the systems' success.

About the Company

Fisher Investments

Independent investment adviser managing diversified portfolios

Fisher Investments is an independent investment adviser serving individuals and institutions worldwide. It builds tailored portfolios by first learning each client's personal goals, time horizon, and financial situation, then selecting a mix of stocks, bonds, cash, and other assets to pursue income and growth while aiming to preserve capital for retirement. Revenue comes from management fees tied to assets under management, aligning the firm's interests with clients as portfolios grow. The firm differentiates itself with a strong focus on personalized, long-term service—putting clients' interests first and providing ongoing guidance through retirement planning. The goal is to help clients achieve financial goals and generate retirement income, with assets managed across private and institutional clients globally.

Company size
5,001-10,000
Company stage
Not listed
Total funding
Not listed
Headquarters
Camas, WA
Founded
1979

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