At a Glance
- Tasks: Support investment operations by collaborating with various teams and improving processes.
- Company: Fisher Investments is a client-focused firm dedicated to personalised investing and unmatched service.
- Benefits: Enjoy 28 days annual leave, health benefits, gym subsidies, and a collaborative work environment.
- Why this job: Make a real impact in tech solutions while working in a supportive and innovative culture.
- Qualifications: 5+ years as a Business Analyst or Product Manager in Wealth or Investment Management required.
- Other info: This is an in-office role with potential for hybrid work based on performance.
The predicted salary is between 36000 - 60000 £ per year.
It’s an exciting time to be a member of the Fisher Investments Technology Department. We’re investing in the future of our firm’s technology and are building our team to achieve global growth. We are looking for a Technical Business Analyst to support our Cloud Platform team. If you are looking for an opportunity to make an impact as we develop scalable and strategic solutions to support our global growth, we want to hear from you!
The Opportunity:
As a Technical Business Analyst, you will be reporting to the PMG Technology Production Support Team Lead to provide business/product support for investment operations. You will work with Portfolio Accounting, Custodian Data Reconciliation, Portfolio Implementation, Portfolio Engineering and Security Operations teams for daily operations. You will be responsible for understanding the business requirements, identifying process improvements, and designing and implementing solutions. You will have a unique opportunity to contribute to our product development.
The Day-to-Day:
- Collaborate closely with all Portfolio Management group which includes Portfolio Accounting, Portfolio Analytics, Security operations, Portfolio Implementation, Portfolio engineering, Traders and Trading operations Teams to ensure system is performing as expected
- Monitor production platforms for start of day readiness and general system health
- Effectively foster dialogue and communication between internal business customers, Technology Teams, and our application vendors
- Provide operational and incident support for your assigned applications and modules
- Perform root cause analysis on production incidents and propose solutions to prevent recurrence
- Define user stories and acceptance criteria based on business requirements
- Define business, functional and technical systems requirements accompanied with solution detail, diagrams
- Participate in the software development lifecycle
- Identify ways to streamline processes by recommending items for automation, re-structuring, or elimination
- Provide business recommendations based on critical analysis
- Maintain a high-level of accuracy while managing multiple requests with varying complexities and due dates
Your Qualifications:
- 5+ years of experience working as a Business Analyst or as a Product Manager supporting business critical applications as part of a Wealth or Investment Management Technology team
- Hands-on experience in Portfolio management platforms (Portfolio Accounting, Order Generation, Performance and reporting, Market Security)
- Working knowledge of Portfolio management concepts (Positions, Trades, Securities)
- Showcase proactive ownership mindset
- Ability to analyze various situations and develop creative solutions
- Bachelor's degree or equivalent combination of education and experience required
Why Fisher Investments Europe:
The global Fisher organisation distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to investing. You can feel confident knowing that we align with our clients’ best interests by using a simple and transparent fee structure and recognised European custodians.
It’s the people that make the Fisher purpose possible, and to help our employees meet their long-term goals, we offer an array of benefits, including:
- 100% paid premiums for our top-tier supplemental medical, dental and annual health screening plans for employees and their qualified dependents
- 28 days annual leave, with the ability to purchase up to 3 additional days per year, plus up to 8 paid holidays
- Enhanced maternity pay package with 16 weeks’ top up to full base pay for eligible employees
- $10,000* fertility, hormonal health and family-forming benefit
- A retirement pension plan, featuring a 9% company contribution of base pay with an additional company match of up to 5% of base pay on personal contributions
- Gym subsidy of up to £50 per month
- Employee Assistance Program and other emotional wellbeing services
- A collaborative working environment that practises ongoing training, educational support and employee appreciation events
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.
*Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency.
Fisher Investments Europe is an equal opportunity employer.
Contact Detail:
Fisher Investments Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Technical Business Analyst (UK)
✨Tip Number 1
Familiarise yourself with the specific portfolio management platforms mentioned in the job description. Having hands-on experience or knowledge about these systems will give you an edge during discussions and interviews.
✨Tip Number 2
Brush up on your understanding of investment operations and the various teams you'll be collaborating with. Being able to speak their language and understand their processes will demonstrate your readiness for the role.
✨Tip Number 3
Prepare examples of how you've successfully identified process improvements in your previous roles. This will showcase your proactive ownership mindset and problem-solving skills, which are crucial for this position.
✨Tip Number 4
Network with current or former employees of Fisher Investments or similar firms. Gaining insights into their experiences can provide you with valuable information that could help you tailor your approach and stand out as a candidate.
We think you need these skills to ace Technical Business Analyst (UK)
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities and qualifications of the Technical Business Analyst position. Tailor your application to highlight relevant experience in investment operations and cloud platforms.
Highlight Relevant Experience: In your CV and cover letter, emphasise your 5+ years of experience as a Business Analyst or Product Manager. Include specific examples of how you've supported business-critical applications and contributed to process improvements.
Showcase Your Skills: Demonstrate your analytical skills and proactive ownership mindset in your application. Provide examples of how you've successfully identified issues, proposed solutions, and collaborated with various teams to achieve results.
Craft a Compelling Cover Letter: Write a tailored cover letter that connects your background to Fisher Investments' mission and values. Explain why you're excited about the opportunity to contribute to their technology department and how your skills align with their needs.
How to prepare for a job interview at Fisher Investments
✨Understand the Role
Make sure you have a clear understanding of the Technical Business Analyst role and its responsibilities. Familiarise yourself with the specific teams you'll be working with, such as Portfolio Accounting and Security Operations, to demonstrate your knowledge during the interview.
✨Showcase Your Experience
Prepare to discuss your previous experience in business analysis or product management, especially in wealth or investment management technology. Highlight specific projects where you've successfully implemented solutions or improved processes.
✨Demonstrate Problem-Solving Skills
Be ready to provide examples of how you've tackled complex problems in past roles. Discuss your approach to root cause analysis and how you've proposed effective solutions to prevent issues from recurring.
✨Ask Insightful Questions
Prepare thoughtful questions about the company's technology initiatives and how the Technical Business Analyst role contributes to their goals. This shows your genuine interest in the position and helps you assess if it's the right fit for you.