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Fisher Investments · 3 months ago

Investment Operations Associate

US-WA-Camas

Full-time

Onsite

New Grad, Entry Level

$55K/yr - $68K/yr

Fisher Investments is a company dedicated to bettering the investment universe, and they are seeking an Investment Operations Associate to support their Portfolio Management Department. This role involves troubleshooting operational issues, ensuring accurate client portfolio management, and contributing to department-wide projects aimed at international client expansion.

Financial Services

Comp. & Benefits

Responsibilities

Troubleshoot time-sensitive operational issues with tangible impact to the firm/clients

Work in a fast paced environment with counter-parties worldwide to prevent and resolve problems

Setup new accounts and securities in systems; Reconcile account activity to ensure records and performance accuracy

Report to a Team Leader who will be invested in your professional development

Help with department-wide projects to build infrastructure for Fisher Investments’ international client expansion

Use both proprietary and industry-standard investment operations-related systems

Look for opportunities to improve efficiency and accuracy and use technology to improve processes

Excel with setting priorities and completing your task list while helping with additional needs

Qualification

Investment operationsProcess improvementMS AccessVBAPythonQuality controlInvestigative skillsCollaborative environment

Required

Bachelor's degree or equivalent combination of education and experience

Investigative and eager to improve existing processes

Experience working in a collaborative environment

Comfortable completing tasks with quality control in mind

Preferred

MS Access

VBA

Sequel

JAVA

Python

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, plus 10 paid holidays

Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care