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Fisher Investments · 2 days ago
Senior Business Analyst (Charles River Platform Owner)
Arlington, TX
Full-time
Onsite
Senior Level
5+ years exp
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Insider Connection @Fisher Investments
Responsibilities
Effectively foster dialogue and communication between internal business customers, Technology Teams, and application vendors
Partner and engage with business customers to understand challenges and formulate optimal solutions
Act as a bridging intermediary between Technology and Portfolio Management Teams
Take ownership of configuration tuning, deployment, testing, and post-deployment support
Document new requirements, configure, and tune the application to User's needs
Engage in and facilitate User Acceptance Testing on workflows and resolve issues
Maintain insight and build forward-looking plans to write business, functional, and technical requirements
Develop and convey business, functional, and technical systems requirements along with supporting documentation
Monitor production platforms for start of day readiness and general system health
Convey clear business, functional, and technical systems requirements with solution detail, diagrams, and supporting documentation
Qualification
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Required
Bachelor's in Finance, Economics, Computer Science, Engineering, Physics, Math or related work experience
5+ years of experience working as a Technology Business Analyst or as a Product Manager supporting business critical applications as part of a Wealth or Investment Management Technology team
2+ years of working experience configuring and implementing Charles River Manager Work Bench or Central Work Bench workflows, layouts and Result Sets.
Strong working knowledge of order management concepts, workflows and terminology to partner with and have meaningful conversations with Portfolio Implementation and Trading Team members
Front/Middle/Back Office experience with Order Management Systems such as Charles River (comparable experiences in other Order Management and Execution Management Systems will be considered)
Strong understanding of Equities and Fixed Income – Market Securities Data, Order Generation and Trade Lifecycle processes
Strong understanding of Compliance workflows and Rule Writing within Order Management Systems
Ability to write, update and execute SQL queries
Strong understanding of the Agile Software Development Lifecycle
Proficiency with process diagramming and project management tools
Benefits
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
Family Support programs including 8 weeks Paid Primary Caregiver leave, adoption assistance and back-up child care
$10,000 fertility, hormonal health and family-forming benefit
Opportunity to participate in our hybrid work from home program. This program is subject to change. Based on tenure and performance eligibility, you will have the opportunity to work from home up to 75 days per year
Company
Fisher Investments
Fisher Investments is an independent, fee-only investment adviser.
1,001-5,000 employees
H1B Sponsorship
Fisher Investments has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Trends of Total Sponsorships
2023 (5)
2022 (28)
2021 (13)
2020 (5)
Funding
Current Stage
Late StageLeadership Team
Christer Crusenvinge
Regional Director
Recent News
2024-01-03
2024-01-03
2024-01-03
Company data provided by crunchbase
