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Institutional Defined Contribution Senior Analyst
Jobs via Dice, Camas, Washington, United States, 98607
Institutional Defined Contribution Senior Analyst
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Institutional Defined Contribution Senior Analyst
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Jobs via Dice Institutional Defined Contribution Senior Analyst
1 day ago Be among the first 25 applicants Join to apply for the
Institutional Defined Contribution Senior Analyst
role at
Jobs via Dice Dice is the leading career destination for tech experts at every stage of their careers. Our client, Fisher Investments, is seeking the following. Apply via Dice today!
Overview
The Opportunity:
The Institutional Defined Contribution Senior Analyst works in the office and is responsible for analyzing and interpreting plan data from client organizations regarding their defined contribution plans. They prepare detailed case studies based on financial data to construct a clear, compelling narrative.
The Day-to-Day:
Analyzes and provides insights using complex datasets Manages a program to ensure the elements are completely and efficiently meeting the business requirements Manages all phases of various projects from envisioning through deployment Identifies potential process improvements, recommends solutions, and implements solutions to improve the efficiency of the department Coaches, mentors, and motivates team members Works onsite, under direct supervision, in a team-based and open office environment
Additional responsibilities may include:
Institutional Defined Contribution Senior Analyst: Conducting deep quantitative analysis of complex retirement plan datasets to identify trends, performance metrics and product impact; develop compelling case studies that showcase measurable benefits of our product, using both qualitative narratives and quantitative data; maintain data accuracy by validating sources, cleaning datasets and applying appropriate methodologies; monitor and interpret industry benchmarks to position our product competitively within the defined contribution space.
Your Qualifications:
Bachelor s degree or equivalent combination of education and experience required Highly developed qualitative and quantitative skills required for interpreting large data sets Ability to analyze various situations and develop creative solutions Excellent verbal and written communication skills High level of attention to detail Ability to adapt to changes in a fast paced, team environment Ability to prioritize workload and manage time across various tasks Proficient in Microsoft Office software Ability to translate complex data into a clear, persuasive narrative Professional certifications such as the Qualified 401(k) Administrator (QKA) or Certified Employee Benefits Specialist (CEBS) preferred
Compensation:
$95,000 - $140,000 base salary per year in the state of WA. New hires should expect to start at the lower end of the range depending on experience. Employees will continue to be eligible for a discretionary bonus based on firm and individual performance.
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 Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Finance Industries Banking Referrals increase your chances of interviewing at Jobs via Dice by 2x Get notified about new Senior Analyst jobs in
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Join to apply for the
Institutional Defined Contribution Senior Analyst
role at
Jobs via Dice Institutional Defined Contribution Senior Analyst
1 day ago Be among the first 25 applicants Join to apply for the
Institutional Defined Contribution Senior Analyst
role at
Jobs via Dice Dice is the leading career destination for tech experts at every stage of their careers. Our client, Fisher Investments, is seeking the following. Apply via Dice today!
Overview
The Opportunity:
The Institutional Defined Contribution Senior Analyst works in the office and is responsible for analyzing and interpreting plan data from client organizations regarding their defined contribution plans. They prepare detailed case studies based on financial data to construct a clear, compelling narrative.
The Day-to-Day:
Analyzes and provides insights using complex datasets Manages a program to ensure the elements are completely and efficiently meeting the business requirements Manages all phases of various projects from envisioning through deployment Identifies potential process improvements, recommends solutions, and implements solutions to improve the efficiency of the department Coaches, mentors, and motivates team members Works onsite, under direct supervision, in a team-based and open office environment
Additional responsibilities may include:
Institutional Defined Contribution Senior Analyst: Conducting deep quantitative analysis of complex retirement plan datasets to identify trends, performance metrics and product impact; develop compelling case studies that showcase measurable benefits of our product, using both qualitative narratives and quantitative data; maintain data accuracy by validating sources, cleaning datasets and applying appropriate methodologies; monitor and interpret industry benchmarks to position our product competitively within the defined contribution space.
Your Qualifications:
Bachelor s degree or equivalent combination of education and experience required Highly developed qualitative and quantitative skills required for interpreting large data sets Ability to analyze various situations and develop creative solutions Excellent verbal and written communication skills High level of attention to detail Ability to adapt to changes in a fast paced, team environment Ability to prioritize workload and manage time across various tasks Proficient in Microsoft Office software Ability to translate complex data into a clear, persuasive narrative Professional certifications such as the Qualified 401(k) Administrator (QKA) or Certified Employee Benefits Specialist (CEBS) preferred
Compensation:
$95,000 - $140,000 base salary per year in the state of WA. New hires should expect to start at the lower end of the range depending on experience. Employees will continue to be eligible for a discretionary bonus based on firm and individual performance.
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 Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Finance Industries Banking Referrals increase your chances of interviewing at Jobs via Dice by 2x Get notified about new Senior Analyst jobs in
Camas, WA . Analyst or Senior Analyst, Business Operations (Portland)
Portland, OR $53,000.00-$93,000.00 2 weeks ago Senior Supply Chain Optimization Analyst
Senior Business Analyst – Pro Supplier Operations
Senior Epic Business Analyst – Access and Revenue
Portland, Oregon Metropolitan Area $98,000.00-$121,000.00 3 weeks ago Senior Business Analyst - Contact Center Technologies
Business Analyst with experience in Dealership Management Systems - DMS
Portland, Oregon Metropolitan Area $110,000.00-$120,000.00 3 weeks ago Business Analyst- DMS (Dealership Management)
Portland, Oregon Metropolitan Area 1 month ago Business Analyst I (User Configuration Specialist)
Portland, OR $59,562.00-$89,057.00 1 week ago Portland, Oregon Metropolitan Area $80,000.00-$95,000.00 2 weeks ago Portland, Oregon Metropolitan Area $110,000.00-$160,000.00 14 hours ago Portland, Oregon Metropolitan Area 2 weeks ago Beaverton, OR $85,000.00-$95,000.00 3 days ago Portland, OR $102,500.00-$188,900.00 2 weeks ago Portland, OR $108,000.00-$173,800.00 2 weeks ago Global Marketing Services Process Analyst
Senior Data Analyst, Marketing Innovation (Bangkok-based, relocation provided)
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr