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Fisher Investments

Independent investment adviser managing diversified portfolios

Senior Business Analyst

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

About the Job

Requirements

  • At least 5 years of experience as a Business Analyst on technology projects.
  • Expertise in gathering, analyzing, documenting, and prioritizing complex business and technical requirements.
  • Strong proficiency in creating current-state and future-state workflows, user stories, and use cases.
  • Proven experience managing end-to-end software rollouts and technical platform integrations.

Responsibilities

  • Oversee projects from beginning to end and ensure implemented solutions effectively meet business needs.
  • Create user stories and acceptance criteria.
  • Create flow charts, process flow diagrams, and use cases.
  • Identify process refinements by recommending automation, restructuring, or elimination.
  • Provide application support.
  • Define Technical Design Specifications for complex and high-impact projects using design skills.
  • Research external software solutions.
  • Provide business recommendations based on critical analysis.
  • Manage multiple requests with varying complexities and due dates while maintaining accuracy.
  • Serve as the Technical Product Owner for the Fisher Investments Document Generation system.
  • Analyze business partner needs to identify improvement opportunities and recommend solutions and programs that support strategic goals.
  • Act as a liaison between the business and IT to elicit, analyze, communicate, and validate requirements for internal changes affecting policies, processes, and information systems.

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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