Institutional Defined Contribution Senior Analyst

This job is with Fisher Investments, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community. Please do not contact the recruiter directly.

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

]]>