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Senior Business Analyst - Fisher Investments

Jobs via eFinancialCareers
Plano, TX Full Time
POSTED ON 4/6/2026
AVAILABLE BEFORE 5/6/2026
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 Senior Business Analyst to support our Technology Institutional Solutions team. 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 Senior Business Analyst, you will report to the Application Development Team Leader and be an important partner to the business. You will analyze needs of our stakeholders to identify improvement opportunities, while recommending solutions and initiatives that allow the organization to achieve its strategic goals. You will serve as the liaison between the business and IT to elicit, analyze, communicate, and validate requirements to help us achieve our goals through internal changes. These changes will affect core organizational functions, including changes to policies, processes, and information systems.

The Day-to-Day:

  • Oversee various projects from beginning to end, ensuring implemented solutions effectively meet our needs
  • Create user stories and acceptance criteria
  • Create flow charts, process flow diagrams, and use cases
  • Identify ways to refine processes by recommending items for automation, re-structuring, or elimination
  • Provide application support
  • Use design skills to define Technical Design Specifications for complex and high impact projects
  • Research external software solutions
  • Provide business recommendations based on critical analysis
  • Maintain a high-level of accuracy while managing multiple requests with varying complexities and due dates
  • Independently administer Salesforce instances including roles, profiles, permission sets, page layouts, and record types.


Your Qualifications:

  • 5 years as a Business Analyst on Technology projects
  • 2 years of experience as a Salesforce Administrator
  • Experience administrating Salesforce Sales Cloud
  • Strong quantitative and analytical thinking skills
  • Excellent customer service and oral/written communications skills


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

Salary.com Estimation for Senior Business Analyst - Fisher Investments in Plano, TX
$100,020 to $120,900
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