Java Programming, Python Programming, C++, C Programming, SQL, Cloud computing, Scala Programming, Machine learning techniques, Data science techniques, MATLAB Programming, PyTorch, TensorFlow, R Programming
As a Data and Analytics Associate within the Resource Management Group at Fisher Investments, you will provide important support to US Private Client Group Sales (US PCG) by managing, analyzing, and allocating resources to US PCG sales personnel. You will work directly with Investment Counselor (IC) Management to oversee and manage PCG IC capacity, maximize our return on investment and maintain a meritocracy.
The Opportunity:
US PCG (currently our largest segment of AUM) is a driving force behind organic growth inside our organization. The Data and Analytics Associate will better the investment universe by making resource allocation and IC assignment decisions that directly influence the continued growth of US PCG and the number of clients we help.
You will develop strong critical thinking skills, advanced auditing techniques, and qualitative/quantitative analytical skills. You will build in-depth knowledge of PCG Sales, including the sales cycle, lead allocation systems, marketing functions, lead resource channels, sales person hiring, lead management systems, IC assignment system, IC capacity, and compliance.
The Day-to-Day:
Your Qualifications:
Why Fisher Investments:
At Fisher Investments, we work for a bigger purpose: bettering the investment universe. From unmatched service to unique perspectives on investing, it's the people that make the Fisher purpose possible. And we invest in them by offering exceptional benefits like:
We take great pride in our inclusive culture. We value the different perspectives and unique skills you bring to the team – it makes us all better. Success at Fisher Investments is motivated by results, a collaborative mindset and a commitment to accomplishing great things – so if you are ready to do that, we are ready for you! Apply today to be a part of a team environment where you make a difference in the lives of people by bettering the investment universe.
*California employees accrue up to 17 days of PTO and 3 days of sick time per year.
Fisher Investments is an independent money management firm headquartered in Camas, Washington.