Portfolio Analytics Analyst
Company: Fisher Careers
Location: Plano
Posted on: June 24, 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
membersOversee account reconciliation for multiple
departmentsEnsure compliance with SEC and department
guidelinesEstablish custodian connectivity for new accounts and
custodiansBe the team liaison for firm wide enterprise
projectsConduct workflow analysis and documentation, prepare
recommendations and facilitate implementation of service quality
and efficiency enhancements to business processes including
implementation of new systemsCoordinate recommended process
enhancements to ensure successful implementationIdentify possible
system and process enhancements, coordinate with the appropriate
departments for implementationYour 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 similarExperience with MS
Access; experience with SQL and VBAKnowledge of primary asset types
and corporate actionsAbility to analyze current processes to
enhance efficiencyWhy 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 dependentsA 50% 401(k)
match, up to the IRS maximum20 days of PTO*, plus 9 paid holidays8
weeks paid Primary Caregiver Parental LeaveBack-up Child Care
Program available, offering up to 10 days annuallyA cumulative
learning and development framework customized for every employeeAn
award-winning work environment - we're Great Place to Work
Certified, and Top Workplace winners from The OregonianWe 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 Careers, Plano , Portfolio Analytics Analyst, Professions , Plano, Texas
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