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Business Analyst (Portfolio Management Process Infrastructure) (2018-7449)

The Opportunity:

The Process Infrastructure Team is seeking a Business Analyst to help drive measurable business process improvements aligned with Portfolio Management Group objectives. The Business Analyst works cross-functionally within PMG and the broader firm to understand and develop our primary value chain, unify our business process architecture, streamline key processes and sub-processes, and proactively identify and execute on operational excellence and measurable areas for improvement.

The Day-to Day:

  • Partner with the business and its leadership to develop the client life cycle, map business capabilities and key processes, and assess areas for improvement using Lean methodology and Agile tools.
  • Collaborate with the Technology Group as a process owner and business expert in implementing engineered or vendor solutions that enhance client experience and meet business requirements.
  • Drive process improvements through constant, iterative review of our business process architecture s stability and scalability, developing lean workflows with high quality output, ensuring solutions meet current and future business objectives.
  • Use industry standard methodologies to conduct root cause analysis formulating cogent problem statements, process assessment, modeling, and plan for improvement.
  • Document requirements and manage changes from current (as-is) to target (to-be) design states.
  • Lead process redesign & reengineering workshops with business end-users providing them adequate support and training.
  • Maintain business processes and group artifacts.

Your Qualifications:

  • Strong technical aptitude (learns new processes and systems quickly) and ability to work independently, handle multiple priorities, and solve complex problems.
  • Effective written and verbal communication skills to multiple audiences, including various levels of management.
  • Experience in process workflow mapping using MS Visio or similar tools
  • Experience leading teams in process improvement projects in service industries with a demonstrable track record preferred.

Not required, but a plus:

  • Prior experience as a Business Analyst or similar position.
  • Knowledge and/or experience with Financial Applications
  • Prior experience or currently involved in, complex business processes, business process mapping, or business architecture modeling
  • Experience with a Business Process Management Suite (BPMS)
  • Experience with Atlassian Confluence, Jira and/or similar project & issue tracking software
  • Working knowledge of and applied experience with Waterfall and Agile methodologies, and SDLC

Why Fisher Investments

Fisher Investments is a different kind of investment firm. We don t come from Wall Street, nor do we believe we fit in with most of the finance industry, and we re proud of that. We work for a bigger purpose: bettering the investment universe. From unmatched service to innovative perspectives on investing, it s the people that make the Fisher purpose possible. After all, it s our people that enable us to offer the level of service that we do. And we invest in them accordingly, offering exceptional benefits like:

  • 100% coverage of premiums for health, vision and dental insurance
  • A 50% 401(k) match, up to the IRS maximum
  • 20 days of PTO , plus 9 paid holidays
  • And much, much more

We also provide a cumulative, continuous learning and development framework customized for every employee. This emphasis on personal and professional growth has yielded an award-winning work environment; we re Great Place to Work Certified, and The Oregonian named us as a 2017 Top Workplace with the best benefits!

But in the end, it s not the perks that keep people here. They stay because they believe in our mission of service our employees want to make a difference in an industry that can do better.

California employees accrue up to 17 days of PTO and 3 days of sick time per year.



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