Investment Operations Associate
Company: Fisher Investments
Location: Hillsboro
Posted on: May 12, 2022
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Job Description:
Do you put great importance on having a role where your work has
an impact on behind-the-scenes operations? As a Fisher Investments'
Investment Operations Associate you will work with other internal
groups and external parties, such as brokerage firms and our
custodian partners around the world, helping our investment process
from an operations standpoint. The Opportunity: The Investment
Operations Group operates within our Portfolio Management
Department and helps ensure client portfolios reflect accurate
investment activity, holdings, asset pricing and related
information.--This carries with it many downstream impacts
including accurate reflection of clients' account values,
performance and reporting. Investment Operations gives you the
opportunity to quickly learn the nuances of global market
structure, trade processing, and industry-standard practices. This
is an outstanding opportunity to learn about operations at Fisher
Investments' and across the industry. The Day-to-Day: Troubleshoot
time-sensitive operational issues with tangible impact to the
firm/clients Work with counter-parties worldwide to prevent and
resolve problems Setup new accounts and securities in systems;
Reconcile account activity to ensure records and performance
accuracy Report to a Team Leader who will be invested in your
professional development Help with department-wide projects to
build infrastructure for Fisher Investments' international client
expansion Use both proprietary and industry-standard investment
operations-related systems Look for opportunities to improve
efficiency and accuracy and use technology to improve processes
Excel with setting priorities and completing your task list while
helping with additional needs Qualifications: Bachelor's degree or
equivalent combination of education and experience Investigative
and eager to improve existing processes Experience working in a
collaborative environment Comfortable completing tasks with quality
control in mind 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
Keywords: Fisher Investments, Hillsboro , Investment Operations Associate, Other , Hillsboro, Oregon
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