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Job Analysis:
The role of Technical Business Analyst at Fisher Investments is fundamentally centered on enhancing investment operations through strategic technological solutions. The key responsibilities include collaborating with various teams within the Portfolio Management group, monitoring production platforms, and providing operational support, which suggests a high level of cross-functional coordination. This position requires not just a technical understanding of portfolio management platforms, but also an appreciation for the nuances of investment management to create impactful solutions. The candidate will likely face challenges such as managing complex requests, aligning technology with business needs, and performing root cause analyses for production incidents. Success in this role will not only involve meeting operational demands but also proactively identifying opportunities for process improvements and automation. A strong candidate will embrace a proactive ownership mindset, showcasing a blend of analytical skills and creative problem-solving capabilities, ultimately contributing to the innovative goals of the Fisher Investments Technology Department.
Company Analysis:
Fisher Investments positions itself as a significant player in the investment management industry, focusing on bettering the investment universe through a commitment to technology and a people-centric culture. The company’s values emphasize inclusion, continuous personal development, and a work environment that supports exceptional performance. This suggests that the work culture is likely collaborative and supportive, making it essential for a Technical Business Analyst to communicate effectively and engage with diverse teams. Within the organizational structure, this role interacts closely with leaders across several departments, providing ample visibility and opportunities to influence key operational decisions. Given that Fisher Investments is actively building its technology department and aiming for global growth, this position has a strategic importance in scaling operations and may require adaptability to changing priorities and processes. The company’s commitment to exceptional employee benefits reflects its desire to attract and retain top talent, which aligns with the expectations placed on a Technical Business Analyst to deliver high-quality, innovative solutions.