Data Analytics and Reporting Associate

Overview

Are you interested in using data to report on capital markets and improve business outcomes? Your analysis will contribute Sales, Service, and Business Management for the Fisher Investments Institutional Group (FIIG) which services over 200 clients and $50B in Assets Under Management across clients in more than 30 countries and 5 subsidiary businesses.

The Opportunity:

The Data Analytics and Reporting Team (DART) is the central data hub within FIIG that organizes and maintains data and reporting for current and prospective clients and company partners. Reporting to the Data Analytics Manager, you will become a FIIG data expert and provide breakouts for client and prospect materials, and produce reporting and analysis for management. In return, we will help you develop a high attention to detail, grow your technical skills, and enhance your analytical ability while learning about capital markets and our product lineup.

The Day-to-Day:

• Support FIIG teams by producing data breakouts for sales proposals, client and prospect requests, marketing material, and other data reporting needs
• Analyze and maintain data in databases used by institutions across the globe to evaluate our strategies and capabilities
• Automate our processes using VBA, SQL, and other methodologies
• Maintain and develop consolidated data to support the complexities of reporting on institutional strategies and vehicles
• Analyze and interpret data to find trends and patterns to help management make decisions

Your

Qualifications:

• Bachelor's degree, or equivalent combination of education and experience
• Have a passion for data and analytics; experience or interest in learning VBA, SQL and Power BI
• Proficiency in MS Excel and/or MS Access

Why 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, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care
• This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change.

FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER