Client Reporting Program Manager
Company: Fisher Investments
Location: Vancouver
Posted on: September 30, 2024
Job Description:
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
basisProactively assist with our Portfolio Management technology
platform migrationWork within the SS&C Global Wealth Platforms
(Vision FI, Recon and Sylvan)Be the technical lead for the report
development teamCollaborate with key business partners to set and
execute client reporting prioritiesSet 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 Compensation:
- $90,000 - $110,000 base salary per year in the state of WA. New
hires should expect to start at the lower end of the range
depending on experience
- Eligible for a discretionary bonus based on firm and individual
performanceWhy 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
benefitFISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
Keywords: Fisher Investments, Vancouver , Client Reporting Program Manager, Executive , Vancouver, Washington
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