Data Analytics and Reporting Associate
Overview
Are you interested in using data to report on capital markets and improve business outcomes? Your analysis will contribute Sales, Service, and Business Management for the Fisher Investments Institutional Group (FIIG) which services over 200 clients and $50B in Assets Under Management across clients in more than 30 countries and 5 subsidiary businesses.
The Opportunity:
The Data Analytics and Reporting Team (DART) is the central data hub within FIIG that organizes and maintains data and reporting for current and prospective clients and company partners. Reporting to the Data Analytics Manager, you will become a FIIG data expert and provide breakouts for client and prospect materials, and produce reporting and analysis for management. In return, we will help you develop a high attention to detail, grow your technical skills, and enhance your analytical ability while learning about capital markets and our product lineup.
The Day-to-Day:
- Support FIIG teams by producing data breakouts for sales proposals, client and prospect requests, marketing material, and other data reporting needs
- Analyze and maintain data in databases used by institutions across the globe to evaluate our strategies and capabilities
- Automate our processes using VBA, SQL, and other methodologies
- Maintain and develop consolidated data to support the complexities of reporting on institutional strategies and vehicles
- Analyze and interpret data to find trends and patterns to help management make decisions
Your Qualifications:
- Bachelor's degree, or equivalent combination of education and experience
- Have a passion for data and analytics; experience or interest in learning VBA, SQL and Power BI
- Proficiency in MS Excel and/or MS Access
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.
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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
Perks and Benefits
Health and Wellness
- Health Insurance
- Dental Insurance
- Vision Insurance
- FSA
- HSA With Employer Contribution
- Life Insurance
- Short-Term Disability
- Long-Term Disability
- HSA
- Mental Health Benefits
Parental Benefits
- Adoption Assistance Program
- Family Support Resources
- Non-Birth Parent or Paternity Leave
- Birth Parent or Maternity Leave
- Adoption Leave
- Fertility Benefits
Work Flexibility
- Flexible Work Hours
- Hybrid Work Opportunities
- Work-From-Home Stipend
Office Life and Perks
- Commuter Benefits Program
- Snacks
- Happy Hours
- Holiday Events
- Casual Dress
- Company Outings
Vacation and Time Off
- Paid Vacation
- Paid Holidays
- Personal/Sick Days
- Leave of Absence
Financial and Retirement
- Performance Bonus
- Relocation Assistance
- Financial Counseling
- Pension
- 401(K)
- 401(K) With Company Matching
Professional Development
- Promote From Within
- Mentor Program
- Shadowing Opportunities
- Access to Online Courses
- Internship Program
- Leadership Training Program
- Associate or Rotational Training Program
- Lunch and Learns
Diversity and Inclusion
- Diversity, Equity, and Inclusion Program
- Employee Resource Groups (ERG)
Company Videos
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