Skip to content
Business Analyst (F/T): Design & ensure proper use of forms/reports/budgets/procedures or equipment according to org policy & prepare ops & procedures manuals to assist mgmt; Communicate w/personnel to ensure functioning of implemented procedures; Provide strategic analysis & support for the Annual Budget & Planning review; Analyze budget submissions, provides written recs to CEO on reqs for improvement & reductions; Coordinate prep & dev monthly & quarterly fin reporting & dev explanations of variances between budgeted & actual revenues & expenditures; Evaluate dept revenue & expenditure... more ->
Are you passionate about creating a positive impact? Do you enjoy learning the ins and outs of financial markets, portfolio management and investment research? Your skills and passions could help our ability to support our top-down portfolio management process and help more clients accomplish their investing goals. The Opportunity: As a Portfolio Engineer at Fisher Investments you have the opportunity to support our Investment Policy Committee's portfolio management process by developing strategy and market expertise. You will work closely with our Research Analysts, Trading and... more ->