Are you looking to join a global technology department for an industry-leading financial advisory firm? It's an exciting time to be in our Technology department as we're investing in the future of our firm's technology. Our business is growing internationally, which emphasizes the need to build an unparalleled technology team that inspires future global growth through strategic solutions and systems. We help support our firm's diverse businesses and we're excited to continue solidifying that foundation as we add more experienced technologists to our team.

The Opportunity: We are looking for someone to join our Technology Business Services team as a Senior Business Analyst - Charles River Development Platform Owner providing business/product support in order and execution management. You will work with Client Guidelines and Assurance (Portfolio Compliance), Portfolio Engineering (Construction and maintenance of Models), Portfolio Implementation (Rebalancing, Order Generation), Traders (Trade Routing, Executions) and Trading Operations (Post Trade) for daily operations. We ask that you have a strong understanding of the Order and Trade Lifecycle. You will work closely with the Charles River userbase and understand their needs for efficiencies and new capabilities, and partner with Charles River and our teams to design and implement needed solutions. You will report to the Application Development Team Lead for our Portfolio Engineering and Trading Technology Team.

The Day-To-Day: Effectively foster dialogue and communication between internal business customers, Technology Teams, and our application vendors.
Partner and engage with your business customers to understand their challenges and to formulate the most optimal solutions for our plans to implement and resolve.
Be the bridging intermediary between Technology and Portfolio Management Teams (Portfolio Engineering, Portfolio Implementation & Trading).
Take ownership of configuration tuning, deployment, testing and post-deployment support.
Document new requirements, configure, and tune the application to the User's needs.
Engage in and facilitate User Acceptance Testing on workflows and resolve issues.
Maintain insight and build forward-looking plans to effectively write business, functional and technical requirements in the form of user stories under the Agile/Scrum framework.
Develop and effectively convey business, functional and technical systems along with runbook and guiding supporting documentation.
Monitor production platforms for start of day readiness and general system health.
Convey clear business, functional and technical systems requirements accompanied with solution detail, diagrams and guiding supporting documentation.

Your Qualifications: Bachelor's in Finance, Economics, Computer Science, Engineering, Physics, Math or related work experience.
5+ years of experience working as a Technology Business Analyst or as a Product Manager supporting business critical applications as part of a Wealth or Investment Management Technology team.
2+ years of working experience configuring and implementing Charles River Manager Work Bench or Central Work Bench workflows, layouts and Result Sets.
Strong working knowledge of order management concepts, workflows and terminology to partner with and have meaningful conversations with Portfolio Implementation and Trading Team members.
Front/Middle/Back Office experience with Order Management Systems such as Charles River (comparable experiences in other Order Management and Execution Management Systems will be considered).
Strong understanding of Equities and Fixed Income – Market Securities Data, Order Generation and Trade Lifecycle processes.
Strong understanding of Compliance workflows and Rule Writing within Order Management Systems.
Ability to write, update and execute SQL queries.
Strong understanding of the Agile Software Development Lifecycle.
Proficiency with process diagramming and project management tools.

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 weeks Paid Primary Caregiver leave, adoption assistance and back-up child care.
$10,000 fertility, hormonal health and family-forming benefit.
Opportunity to participate in our hybrid work from home program. This program is subject to change. Based on tenure and performance eligibility, you will have the opportunity to work from home up to 75 days per year.

FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

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Are you looking to join a global technology department for an industry-leading financial advisory firm? Fisher Investments is looking for a Senior Business Analyst to support our Portfolio Management Group. If you are looking for an opportunity to make a difference as we develop scalable and strategic solutions to support our global growth, we want to hear from you!

The Opportunity:
As a Senior Business Analyst, you will analyze processes, elicit requirements from business and IT users, and support the transition to cloud development. You will contribute to modernization efforts across Technology and the Portfolio Management Group (PMG) with high partner visibility and exposure to many lines of business. You will work in the wealth management field, and have a supportive, team-based environment. You will report to an Application Development Team Leader.

The Day-to-Day:
Work in Financial Services space, mainly in the Asset /Wealth /Investment Management Area, perform requirement elicitation and present deliverables (including logic flow charts and process diagrams, User Stories, API specifications, File specifications [csv, JSON, other types] and Business Rules)
Work with different asset classes, trading platforms, understand the current ecosystem that includes FI core and various external systems and their interactions including workflows, data exchange formats/schemas and APIs
Work with product platforms such as CRD, Eagle, ETL tools and mature into a domain expert to understand how PMG fits within the larger Fisher Technology ecosystem
Use Agile methodologies to drive requirements management lifecycle which includes capturing business flows and data management
Guide activities throughout the SDLC process (including idea intake, requirement development, bug assessment, UAT, and change management)
Capture non-functional aspects of the business capabilities including SLAs. Establish and own critical KPIs to measure performance
Review complex SQL queries, stored procedures, and data models against the Requirements
Review ADF pipelines to independently analyze the Data transformations between Ingress and Egress and verify against the our requirements
Develop relationships with partners across the enterprise (including those involved with Business Analysis, Process Optimization, Training, Risk Management, Information Security, Regulatory Compliance, Data and Infrastructure)

Your Qualifications:
5+ years of experience as an IT Business Analyst or Systems Analyst supporting a software application development organization
Bachelor's degree or equivalent combination of education and experience

Compensation:
$120,000 - $155,000 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.
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 weeks Paid Primary Caregiver leave, adoption assistance and back-up child care
$10,000 fertility, hormonal health and family-forming benefit
Opportunity to participate in our hybrid work from home program. This program is subject to change. Based on tenure and performance eligibility, you will have the opportunity to work from home up to 75 days per year

FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

#J-18808-Ljbffr

Who We Are Looking ForThe Sr. Compliance Tech. Business Analyst will provide business analysis and related duties for various Anti-money laundering (AML) and Compliance Technology projects in the Boston, Massachusetts area. Individual will liaise with the project sponsors, stakeholders, external vendors and other divisions within State Street to document current state, elicit & document requirements to ensure the delivery of quality products. Individual must demonstrate leadership abilities in analysis, data analysis, technical analysis, problem solving, documentation, and communication. Individual must be able to work under minimal direction while keeping senior management apprised of issues relating to analysis work related deliverables. Individual must be able to manage other Business Analyst resources.What You Will Be Responsible ForAs Sr. Compliance Tech. Business Analyst you will:<ol><li>Manage, coordinate, lead, and set direction of other business analyst resources.</li><li>Independently research and conduct analysis on functional requirements for projects where sanctions screening will migrate to Firco Continuity.</li><li>Be able to translate complex ideas into cogent business requirements documents.</li><li>Be proficient creating BRDs and data mapping documents.</li><li>Collaborate with cross-functional teams to identify requirements, provide guidance, ask and respond to questions and assist with resolving complex issues.</li><li>Ensure that any gaps identified in the BRD are addressed and rectified by the relevant team.</li><li>Support development and testing teams by answering questions and updating documentation as needed based on feedback.</li><li>Comfortable with building and using visual dashboards using Tableau, Qlik, or other similar BI tools.</li><li>Preferred experience with ETL-like tools such as Tableau Prep Builder to be able to clean and transform data.</li><li>Be responsible for communication, resolution, and potential escalation of critical issues.</li><li>Work with the Project Manager and Product Owner to create and manage user stories using Jira.</li><li>Support team in triaging issues found during testing.</li><li>Support the needs of Business users for User Acceptance Testing (BUAT).</li><li>Be able to work in a complex, deadline driven organization on projects with minimal supervision.</li><li>Analyze complex problems, derive options and solutions and present in an understandable manner to stakeholders, developers, testers and users at multiple levels.</li><li>Act as a liaison with technology and business unit subject matter experts in support of technology projects.</li><li>Solicit information from business and IT SMEs about application functions, data and process flows.</li><li>Document application functions, data and process flows using prescribed template, or appropriate fit-for-purpose format.</li><li>Participate in integration design process and provide detailed documentation and requirements as appropriate.</li><li>Document reports required by system stakeholders.</li></ol>What We ValueThese skills will help you succeed in this role:<ol><li>Ability to facilitate solutions across multiple stakeholders with different and sometimes diverging backgrounds and motives.</li><li>Ability to analyze complex problems, derive solutions and present options and solutions to stakeholders and senior management.</li><li>Ability to manage multiple simultaneous tasks in a high pressure, deadline environment.</li><li>Ability to take ownership and initiative, to negotiate, influence and build consensus and successfully navigate within a demanding and international environment.</li><li>Strong skills in analytical thinking, problem solving, research, time management, and verbal and written communication.</li><li>Experience with system implementation.</li><li>Experience with waterfall and agile software development methodologies.</li><li>Strong collaboration and relationship management skills.</li><li>Ability to work independently.</li></ol>Education & Preferred Qualifications<ol><li>Bachelor's degree with concentration in Engineering, Business or Technology preferred.</li><li>Candidate should have 5-6+ years of experience in financial services, including relevant responsibilities.</li><li>Experience in Financial domain is highly desirable (Knowledge of Anti-Money Laundering (AML), Sanctions, Transaction Monitoring, Know Your Customer (KYC), financial securities, and trading principles).</li><li>Should have good understanding of Agile methodology and Agile Ceremonies.</li><li>Work with geographically distributed teams while maintaining highest standard in collaboration and communication across the QA/DEV and Business teams.</li><li>Team oriented attitude.</li><li>Excellent verbal and written communication skills.</li><li>Person must be self-motivated, self-driven, own and consider him/herself accountable for timely completion of deliverables.</li><li>Strong problem-solving skills with great attention to details.</li><li>Preferred management experience.</li></ol>Are you the right candidate? Yes!We truly believe in the power that comes from the diverse backgrounds and experiences our employees bring with them. Although each vacancy details what we are looking for, we don't necessarily need you to fulfill all of them when applying. If you like change and innovation, seek to see the bigger picture, make data driven decisions and are a good team player, you could be a great fit.Why this role is important to usOur technology function, Global Technology Services (GTS), is vital to State Street and is the key enabler for our business to deliver data and insights to our clients. We're driving the company's digital transformation and expanding business capabilities using industry best practices and advanced technologies such as cloud, artificial intelligence and robotics process automation.We offer a collaborative environment where technology skills and innovation are valued in a global organization. We're looking for top technical talent to join our team and deliver creative technology solutions that help us become an end-to-end, next-generation financial services company.Join us if you want to grow your technical skills, solve real problems and make your mark on our industry.About State StreetWhat we do.State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation, we're making our mark on the financial services industry. For more than two centuries, we've been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients.Work, Live and Grow.We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary by location, but you may expect generous medical care, insurance and savings plans, among other perks. You'll have access to flexible Work Programs to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential.Inclusion, Diversity and Social Responsibility.We truly believe our employees' diverse backgrounds, experiences and perspectives are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift programs and access to employee networks that help you stay connected to what matters to you.State Street is an equal opportunity and affirmative action employer.Salary Range: $100,000 - $167,500 AnnualThe range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ. #J-18808-Ljbffr

Are you looking to join a global technology department for an industry-leading financial advisory firm? It's an exciting time to be in our Technology department as we're investing in the future of our firm's technology. Our business is growing internationally, which emphasizes the need to build an unparalleled technology team that inspires future global growth through strategic solutions and systems. We help support our firm's diverse businesses and we're excited to continue solidifying that foundation as we add more experienced technologists to our team.

The Opportunity:

We are looking for someone to join our Technology Business Services team as a Senior Business Analyst - Charles River Development Platform Owner providing business/product support in order and execution management. You will work with Client Guidelines and Assurance (Portfolio Compliance), Portfolio Engineering (Construction and maintenance of Models), Portfolio Implementation (Rebalancing, Order Generation), Traders (Trade Routing, Executions) and Trading Operations (Post Trade) for daily operations. We ask that you have a strong understanding of the Order and Trade Lifecycle. You will work closely with the Charles River userbase and understand their needs for efficiencies and new capabilities, and partner with Charles River and our our teams to design and implement needed solutions. You will report to the Application Development Team Lead for our Portfolio Engineering and Trading Technology Team.

The Day-To-Day:

Effectively foster dialogue and communication between internal business customers, Technology Teams, and our application vendors
Partner and engage with your business customers to understand their challenges and to formulate the most optimal solutions for our plans to implement and resolve
Be the bridging intermediary between Technology and Portfolio Management Teams ( Portfolio Engineering, Portfolio Implementation & Trading)
Take ownership of configuration tuning, deployment, testing and post-deployment support
Document new requirements, configure, and tune the application to the User's needs
Engage in and facilitate User Acceptance Testing on workflows and resolve issues
Maintain insight and build forward-looking plans to effectively write business, functional and technical requirements in the form of user stories under the Agile/Scrum framework
Develop and effectively convey business, functional and technical systems along with runbook and guiding supporting documentation
Monitor production platforms for start of day readiness and general system health
Convey clear business, functional and technical systems requirements accompanied with solution detail, diagrams and guiding supporting documentation

Your Qualifications:

Bachelor's in Finance, Economics, Computer Science, Engineering, Physics, Math or related work experience
5+ years of experience working as a Technology Business Analyst or as a Product Manager supporting business critical applications as part of a Wealth or Investment Management Technology team
2+ years of working experience configuring and implementing Charles River Manager Work Bench or Central Work Bench workflows, layouts and Result Sets.
Strong working knowledge of order management concepts, workflows and terminology to partner with and have meaningful conversations with Portfolio Implementation and Trading Team members
Front/Middle/Back Office experience with Order Management Systems such as Charles River (comparable experiences in other Order Management and Execution Management Systems will be considered)
Strong understanding of Equities and Fixed Income – Market Securities Data, Order Generation and Trade Lifecycle processes
Strong understanding of Compliance workflows and Rule Writing within Order Management Systems
Ability to write, update and execute SQL queries
Strong understanding of the Agile Software Development Lifecycle
Proficiency with process diagramming and project management tools

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 (*17 days of PTO and 3 days of sick time for California employees)
Family Support programs including 8 weeks Paid Primary Caregiver leave, adoption assistance and back-up child care
$10,000 fertility, hormonal health and family-forming benefit
Opportunity to participate in our hybrid work from home program. This program is subject to change. Based on tenure and performance eligibility, you will have the opportunity to work from home up to 75 days per year

FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
#J-18808-Ljbffr

Are you looking to join a global technology department for an industry-leading financial advisory firm? It's an exciting time to be in our Technology department as we're investing in the future of our firm's technology. Our business is growing internationally, which emphasizes the need to build an unparalleled technology team that inspires future global growth through strategic solutions and systems. We help support our firm's diverse businesses and we're excited to continue solidifying that foundation as we add more experienced technologists to our team.

The Opportunity:
We are looking for someone to join our Technology Business Services team as a Senior Business Analyst - Charles River Development Platform Owner providing business/product support in order and execution management. You will work with Client Guidelines and Assurance (Portfolio Compliance), Portfolio Engineering (Construction and maintenance of Models), Portfolio Implementation (Rebalancing, Order Generation), Traders (Trade Routing, Executions) and Trading Operations (Post Trade) for daily operations. We ask that you have a strong understanding of the Order and Trade Lifecycle. You will work closely with the Charles River userbase and understand their needs for efficiencies and new capabilities, and partner with Charles River and our teams to design and implement needed solutions. You will report to the Application Development Team Lead for our Portfolio Engineering and Trading Technology Team.

The Day-To-Day:
Effectively foster dialogue and communication between internal business customers, Technology Teams, and our application vendors.
Partner and engage with your business customers to understand their challenges and to formulate the most optimal solutions for our plans to implement and resolve.
Be the bridging intermediary between Technology and Portfolio Management Teams (Portfolio Engineering, Portfolio Implementation & Trading).
Take ownership of configuration tuning, deployment, testing and post-deployment support.
Document new requirements, configure, and tune the application to the User's needs.
Engage in and facilitate User Acceptance Testing on workflows and resolve issues.
Maintain insight and build forward-looking plans to effectively write business, functional and technical requirements in the form of user stories under the Agile/Scrum framework.
Develop and effectively convey business, functional and technical systems along with runbook and guiding supporting documentation.
Monitor production platforms for start of day readiness and general system health.
Convey clear business, functional and technical systems requirements accompanied with solution detail, diagrams and guiding supporting documentation.

Your Qualifications:
Bachelor's in Finance, Economics, Computer Science, Engineering, Physics, Math or related work experience.
5+ years of experience working as a Technology Business Analyst or as a Product Manager supporting business critical applications as part of a Wealth or Investment Management Technology team.
2+ years of working experience configuring and implementing Charles River Manager Work Bench or Central Work Bench workflows, layouts and Result Sets.
Strong working knowledge of order management concepts, workflows and terminology to partner with and have meaningful conversations with Portfolio Implementation and Trading Team members.
Front/Middle/Back Office experience with Order Management Systems such as Charles River (comparable experiences in other Order Management and Execution Management Systems will be considered).
Strong understanding of Equities and Fixed Income – Market Securities Data, Order Generation and Trade Lifecycle processes.
Strong understanding of Compliance workflows and Rule Writing within Order Management Systems.
Ability to write, update and execute SQL queries.
Strong understanding of the Agile Software Development Lifecycle.
Proficiency with process diagramming and project management tools.

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 (*17 days of PTO and 3 days of sick time for California employees).
Family Support programs including 8 weeks Paid Primary Caregiver leave, adoption assistance and back-up child care.
$10,000 fertility, hormonal health and family-forming benefit.
Opportunity to participate in our hybrid work from home program. This program is subject to change. Based on tenure and performance eligibility, you will have the opportunity to work from home up to 75 days per year.

FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

#J-18808-Ljbffr

The Cross Family of Agencies welcomes you. We need your talent and expertise.
Location: Local in Bangor, Maine, or remote in Maine, Massachusetts, Connecticut, New York, Florida
Position Summary:
We're searching for a talented and passionate Business Analyst to join our team and elevate our data integration and full stack requirement definition to the next level. You'll be an expert in collecting and analyzing data, defining, and documenting business requirements, and facilitating the integration of systems to support our strategic initiatives. This is an exciting opportunity for a proactive and collaborative individual to play a key role in shaping our data strategy and driving significant impact through effective system integration and comprehensive solution design.
This incumbent brings an entrepreneurial spirit, independent and creative thinking, and leadership through collaboration and influence.
Key Responsibilities:
Gather, analyze, and document business requirements from company stakeholders and vendors.
Facilitate the integration of various systems and applications to ensure seamless data flow and process efficiency.
Develop detailed specifications, use cases, and full stack requirements for both front-end and back-end solutions based on business needs.
Collaborate with cross-functional teams to translate requirements into effective solutions and ensure successful system integration.
Create and maintain comprehensive documentation of integration processes, requirements, and full stack solutions.
Conduct data mapping and transformation to support integration efforts.
Monitor and evaluate the effectiveness of implemented solutions.
Provide support and training to end-users as needed.
Qualifications:
Bachelor's degree in Business Administration, Information Systems, or a related field.
Minimum of 5 years of experience as a Business Analyst or in a related role.
Strong analytical and problem-solving skills.
Excellent written and verbal communication skills.
Proficiency in SQL to query databases.
Experience with defining full stack requirements and working on both front-end and back-end solutions.
Experience with business analysis methodologies and techniques.
Ability to work independently and as part of a team.
Strong organizational skills and attention to detail.
Ability to manage multiple priorities and meet deadlines.
Preferred Qualifications:
Master's degree in Business Administration or a related field.
Exposure to cloud development environments, ideally Google Cloud.
What We Offer:
Competitive salary and benefits package.
Opportunities for professional growth and development.
A collaborative and supportive work environment.
The chance to make a significant impact on the company's success.
Personal Competencies:
Critical Thinking - Actively and skillfully conceptualizing, applying, analyzing, synthesizing, and/or evaluating information gathered from, or generated by, observation, experience, reflection, reasoning, or communication, as a guide to belief and action.
Conflict Resolution - The ability to find a peaceful solution to a disagreement.
Communication - The ability to communicate clearly, concisely, and concretely in writing and verbally in a positive manner to foster the sharing of knowledge.
Active Listening - The ability to keep engaged with your conversation partner in a positive way.
Other: This description is not intended as a contract and is subject to unilateral change and revision by management. Any written contractual agreements will supersede this job description. All requirements may be modified to reasonably accommodate physically or mentally challenged employees.

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