Are you looking to join a global technology department for an industry-leading financial advisory firm? It's an exciting time to be in our Technology department as we're investing in the future of our firm's technology. Our business is growing internationally, which emphasizes the need to build an unparalleled technology team that inspires future global growth through strategic solutions and systems. We help support our firm's diverse businesses and we're excited to continue solidifying that foundation as we add more experienced technologists to our team.
The Opportunity:
We are looking for someone to join our Technology Business Services team as a Senior Business Analyst - Charles River Development Platform Owner providing business/product support in order and execution management. You will work with Client Guidelines and Assurance (Portfolio Compliance), Portfolio Engineering (Construction and maintenance of Models), Portfolio Implementation (Rebalancing, Order Generation), Traders (Trade Routing, Executions) and Trading Operations (Post Trade) for daily operations. We ask that you have a strong understanding of the Order and Trade Lifecycle. You will work closely with the Charles River userbase and understand their needs for efficiencies and new capabilities, and partner with Charles River and our teams to design and implement needed solutions. You will report to the Application Development Team Lead for our Portfolio Engineering and Trading Technology Team.
The Day-To-Day:
Effectively foster dialogue and communication between internal business customers, Technology Teams, and our application vendors.
Partner and engage with your business customers to understand their challenges and to formulate the most optimal solutions for our plans to implement and resolve.
Be the bridging intermediary between Technology and Portfolio Management Teams (Portfolio Engineering, Portfolio Implementation & Trading).
Take ownership of configuration tuning, deployment, testing and post-deployment support.
Document new requirements, configure, and tune the application to the User's needs.
Engage in and facilitate User Acceptance Testing on workflows and resolve issues.
Maintain insight and build forward-looking plans to effectively write business, functional and technical requirements in the form of user stories under the Agile/Scrum framework.
Develop and effectively convey business, functional and technical systems along with runbook and guiding supporting documentation.
Monitor production platforms for start of day readiness and general system health.
Convey clear business, functional and technical systems requirements accompanied with solution detail, diagrams and guiding supporting documentation.
Your Qualifications:
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.
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.
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.
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER.

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<h3>Job Description</h3><div>Job Description<div>We are a leading healthcare provider dedicated to improving the lives of our patients and communities. With a proven track record of excellence in patient care, research, and education, we are committed to innovation and continual improvement. Our team of passionate and skilled individuals work together to provide the highest quality of care and make a positive impact in the health industry.Position Overview:We are seeking a highly motivated and analytical Business Analyst to join our growing healthcare organization. As a Business Analyst, you will play a key role in driving the growth and success of our company by providing vital insights and strategic recommendations. Your skills in data analysis, problem-solving, and communication will be essential in understanding and improving our healthcare operations.Key Responsibilities:- Conduct data analysis and provide relevant insights to identify areas of improvement in our healthcare operations.- Collaborate with different teams and stakeholders to gather and understand business requirements, and translate them into actionable solutions.- Utilize statistical tools and techniques to analyze and interpret data, and create reports and dashboards to present findings to the management team.- Identify potential risks and propose strategies to mitigate them.- Stay updated with industry trends and regulations to ensure compliance and provide recommendations for process improvements.- Serve as a liaison between the technology and healthcare teams to optimize system functionalities and workflows.- Develop and maintain project plans, timelines, and budgets for implementation and integration of new systems and processes.- Assist in the creation and maintenance of various reports and dashboards to track performance and provide insights to key stakeholders.- Contribute to the development and implementation of organizational strategies, goals, and initiatives to drive business growth and success.Qualifications:- Bachelor's degree in Business Administration, Healthcare Administration, Statistics, or related field.- At least 3 years of experience as a Business Analyst in the healthcare industry.- Proven experience in data analysis, project management, and reporting.- Experience with statistical tools and techniques such as SQL, Tableau, and Excel.- Excellent problem-solving and critical thinking skills.- Strong communication and interpersonal skills with the ability to effectively collaborate with teams and stakeholders.- Knowledge of healthcare regulations, policies, and procedures is preferred.- Ability to work independently and in a fast-paced environment with minimal supervision.- Strong attention to detail and accuracy.- Certification in Business Analysis or Project Management is a plus.Compensation Range: $85K - $110K</div></div>

A Few Words About Us Integrated Resources, Inc is a premier staffing firm recognized as one of the tri-states most well-respected professional specialty firms. IRI has built its reputation on excellent service and integrity since its inception in 1996. Our mission centers on delivering only the best quality talent, the first time and every time. We provide quality resources in four specialty areas: Information Technology (IT), Clinical Research, Rehabilitation Therapy and Nursing.<h3>Job Description</h3>Position: Business AnalystDuration: 6 MonthsRemote WorkJob Description:The successful Business Analyst will work as part of a project team and with the customer to understand the Business needs and translate them into meaningful requirements that can be used by the software development team to develop a business solution. They may additionally manage UA testing and complete applicable project documents such as Architecture Documents, Design Documents, and SOW’s. They must be able to clearly communicate in the language of the business to internal customers while simultaneously communicate technically with the development and architecture teams.<h3>Job Duties:</h3><ol><li>Elicit requirements using interviews, document analysis, requirements workshops, surveys, site visits, business process descriptions, use cases, scenarios, business analysis, task and workflow analysis.</li><li>Critically evaluate information gathered from multiple sources, reconcile conflicts, decompose high-level information into details, abstract up from low-level information to a general understanding, and distinguish user requests from the underlying true needs.</li><li>Proactively communicate and collaborate with external and internal customers to analyze information needs and functional requirements and deliver the following artifacts as needed: Functional requirements (Business Requirements Document), Use Cases, GUI, Screen and Interface designs.</li><li>Successfully engage in multiple initiatives simultaneously.</li><li>Work independently with users to define concepts and under direction of project managers.</li><li>Strong analytical and product management skills required, including a thorough understanding of how to interpret customer business needs and translate them into application and operational requirements.</li><li>Excellent verbal and written communication skills and the ability to interact professionally with a diverse group, executives, managers, and subject matter experts.</li><li>Serves as the conduit between the customer community (internal and external customers) and the software development team through which requirements flow.</li><li>Develop requirements specifications according to standard templates.</li><li>Collaborate with developers and subject matter experts to establish the technical vision and analyze tradeoffs between usability and performance needs.</li><li>Successful delivery of projects utilizing the Agile software development methodology.</li><li>Document requirements as User Stories and Tasks in both TFS and/or HP Quality Center.</li></ol><h3>Qualifications</h3>Minimum Education is BS in MIS, Computer Science, or related field.Exposure to IDPS, EVMS, RTN Six Sigma, and LEAN methodologies.3-5 years’ experience working as a Business Analyst utilizing the Skills listed above.Knowledge of both Agile and Waterfall software development methodologies.Ability to pass a background check.
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