Portfolio Analytics Analyst
Company: Fisher Investments
Location: Hillsboro
Posted on: May 12, 2022
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Job Description:
Are you interested in driving change and overseeing processes
for a team that is central to the operations of one of the largest
asset managers in the world? Your work will contribute to the
enhancement of processes and oversight of account reconciliation.
The Opportunity: As a Portfolio Analytics (PA) Analyst, you will be
a functional leader of the team. Reporting to the Portfolio
Accounting Manager, you will drive and own initiatives that improve
our processes for account reconciliation. You will also oversee
account reconciliation performed by associates. These accounts
exist both domestically and as part of our global business units
servicing over 30 countries giving you the chance to work with and
learn from teams all around the firm and the world. The Day-to-Day:
Review current team processes and make recommendations for
improvements. Coordinate revisions with team members Oversee
account reconciliation for multiple departments Ensure compliance
with SEC and department guidelines Establish custodian connectivity
for new accounts and custodians Be the team liaison for firm wide
enterprise projects Conduct workflow analysis and documentation,
prepare recommendations and facilitate implementation of service
quality and efficiency enhancements to business processes including
implementation of new systems Coordinate recommended process
enhancements to ensure successful implementation Identify possible
system and process enhancements, coordinate with the appropriate
departments for implementation Your Qualifications: 3+ years
experience in back/middle office within the finance industry;
portfolio accounting, book of record maintenance, portfolio
reconciliation, security master maintenance, corporate action
processing, trade reconciliation or similar Experience with MS
Access; experience with SQL and VBA Knowledge of primary asset
types and corporate actions Ability to analyze current processes to
enhance efficiency 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 , Portfolio Analytics Analyst, Professions , Hillsboro, Oregon
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