Fisher Investments
Institutional Defined Contribution Senior Analyst
Fisher Investments, Plano, Texas, us, 75086
Institutional Defined Contribution Senior Analyst
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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.
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
Conduct 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.
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
Benefits
100% paid medical, dental and vision premiums for you and your qualifying dependents
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
Referrals increase your chances of interviewing at Fisher Investments by 2x
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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.
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
Conduct 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.
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
Benefits
100% paid medical, dental and vision premiums for you and your qualifying dependents
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
Referrals increase your chances of interviewing at Fisher Investments by 2x
#J-18808-Ljbffr