Portfolio Analytics and Reporting plays a critical role in servicing Fisher Investment Clients by setting up and managing recurring and ad hoc reporting for both Institutional and Private Clients.
Our reporting provides important insights into Client portfolios that keep Clients informed on their investments. We also serve as an important resource across the firm by supporting internal teams with portfolio data as needed.
The Opportunity :
As the Client Reporting Program Manager, you will be provided the opportunity to shape how Client Reporting is conducted at Fisher Investments.
Working within the Investment Operations Department, you will utilize your SS&C Global Wealth platform experience to execute a technology platform migration as well as drive efficiencies in our client reporting processes.
The Day-to-Day :
- Identify and execute client reporting strategies to create Client Reports on a quarterly and ad hoc basis
- Proactively assist with our Portfolio Management technology platform migration
- Work within the SS&C Global Wealth Platforms (Vision FI, Recon and Sylvan)
- Be the technical lead for the report development team
- Collaborate with key business partners to set and execute client reporting priorities
- Set and maintain the development and execution of reporting standards.
Your Qualifications :
- 3+ years of business reporting and / or business analysis experience
- 3+ years of SS&C Vision FI, Recon or Sylvan experience
- 3+ years of Microsoft Excel experience
- 3+ years of SQL and SQL Server Reporting Studio Development experience
Why Fisher Investments :
We work for a bigger purpose : bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification.
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 10 paid holidays
- Family Support programs including 8 week Paid Primary Caregiver Leave, fertility, family forming, and hormonal health assistance and back-up child, adult, and elder care
- $10,000 fertility, hormonal health and family-forming benefit
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
Client Reporting Program Manager
As the Client Reporting Program Manager, you will be provided the opportunity to shape how Client Reporting is conducted at Fisher Investments. Portfolio Analytics and Reporting plays a critical role in servicing Fisher Investment Clients by setting up and managing recurring and ad hoc reporting for...
Client Reporting Program Manager
As the Client Reporting Program Manager, you will be provided the opportunity to shape how Client Reporting is conducted at Fisher Investments. Portfolio Analytics and Reporting plays a critical role in servicing Fisher Investment Clients by setting up and managing recurring and ad hoc reporting for...
Program Manager (Global Payments, eCommerce, SAAS, Subscription renewals)
Program Manager of Payments to drive some very strategic programs within payment operations and strategy group. Program Manager (Global Payments,. AND "business program manager" AND "ecommerce" AND "strategic" AND AND ("saas" OR "subcription renewals" OR ". Experience across Global Payments, eCommer...
Program Manager Consultant (SAP Maintenance Reporting Systems)
Program Manager Consultant (SAP Maintenance Reporting Systems). A strategic vision to analyze the maintenance programs and processes of a 750,000 square-foot manufacturing facility and implement change where needed. Our client is a leading global provider of innovative climate control solutions for ...
Senior Data Program Manager Post-Sales
A company is looking for a Principal Data Program Manager, Post-Sales. ...
Financial Analyst Sr. / Evm / Eac / Cost / Lvl 3 / Grand Prairie, Tx
Manages financial metrics for business area. Effectively communicates the financial performance to senior management. Provide support to the Contract Status Reviews (CSRs) process to include presentation of financial data to Sr. Provides financial leadership and business acumen in working with progr...
Senior Erp Program Manager
Senior ERP Program Manager (D365 F&O) | 418525. Vaco Technology is currently seeking a Senior ERP Program Manager (D365 F&O) for a 6M C2H opportunity located in Dallas, TX 75254 and is 100% remote based. The Senior ERP Program Manager will lead complex, cross-functional projects of scale and signifi...
Financial Planning Sr Analyst
Analyst, you will be responsible for conducting moderate to complex financial analysis, financial reporting, and ad hoc finance projects. As a CBRE Financial Planning Sr. This job is part of the Financial Planning and Analysis job function. They are responsible for the short and long-term financial ...
Customer Service Call Center Representative
About Sound: Headquartered in Tacoma, WA, Sound Physicians is a physician-founded and led, national, multi-specialty medical group made up of more than 1,000 business colleagues and 4,000 physicians, APPs, CRN - As, and nurses practicing in 400-plus Customer Service, Call Center, Representative, Se...
Customer Service Representative
ServiceTick is a third-party cookie we use on our website for anonymous website traffic identifiers and online customer satisfaction data. To learn more about ServiceTick privacy practices, click. SessionCam is a third-party cookie we use for online customer satisfaction data. ...