Client Reporting Program Manager
Plano, Texas
Employer: Fisher Investments
Industry: Portfolio Management
Salary: Competitive
Job type: Full-Time
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:
Your Qualifications:
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:
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
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 basis
- Proactively assist with our Portfolio Management technology platform migration
- Work within the SS&C Global Wealth Platforms (Vision FI, Recon and Sylvan)
- Be the technical lead for the report development team
- Collaborate with key business partners to set and execute client reporting priorities
- Set 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
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 (*17 days of PTO and 3 days of sick time for California employees)
- 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
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
Created: 2024-06-29
Reference: 2024-14116
Country: United States
State: Texas
City: Plano
ZIP: 75093
Similar jobs:
-
Senior Coordinator, Program Management
Baylor College of Medicine in Houston, Texas💸 $54950 - $63723 per year -
Senior Staff Technical Program Manager, Data Engineering (Contract) \t
SoFi in Dallas, Texas -
News Talk Program Director/ Operations Manager
CUMULUS MEDIA Inc. in San Antonio, Texas -
Manager in Training Program
Jimmy John’s in Dallas, Texas💸 $15.00 per hour -
Program Manager; Pathway Programs & Outreach
UT Health Northeast in Tyler, Texas -
Program Manager Magnet RN
CHI in The Woodlands, Texas -
Program Manager, Third Party Security
Amazon in Austin, Texas💸 $104100 per year -
TS/SCI Program Manager II
Insight Global in Jbsa Lackland, Texas -
ASSISTANT PROGRAM MANAGER-R&D - Space Instruments and Payloads
Southwest Research Institute in San Antonio, Texas -
Technical Program Manager, End User Device Engineering
Amazon in Austin, Texas -
Submission for the position: HR Program Manager 2 (Hybrid) - (Job Number: 24009605)
Baylor Scott & White Healthcare in Dallas, Texas -
Specialist, Program Management
L-3 Technologies in Greenville, Texas -
Program Manager, Accommodations
Meta in Austin, Texas -
Management and Program Analyst
Federal Aviation Administration in Fort Worth, Texas -
Senior Program Manager
TSR Consulting in Irving, Texas -
Partner Enablement Operations Program Manager
Apple in Austin, Texas -
Senior Program Manager, OpX, Sub Same Day
Amazon in Austin, Texas💸 $104100 per year -
Sr. Program Manager, Operational Goals \u0026 Incentivization, AWS Support Business Operations
Amazon in Dallas, Texas💸 $104100 per year -
Senior Business Program Manager, Operations Customer Strategy
Waymo in Austin, Texas -
Technical Infrastructure Program Manager, Global Infrastructure Operations
Amazon in Austin, Texas💸 $114400 per year