Senior Business Analyst

Fisher Investments Careers; Portland (OR); On-site; USD 120,000 - 160,000; Full time

Benefits offered by this job

Medical, dental, vision premiums

401(k) match

PTO

Family support programs

Hybrid work program

Job summary

Fisher Investments in Oregon is seeking a Senior Business Analyst to support our Enterprise Content Management Technology team. You will analyze stakeholders' needs and elicit, analyze, communicate, and validate requirements to help achieve strategic goals and drive changes across policies, processes, and information systems.

You will act as Technical Product Owner for the Document Generation system, manage the request queue, collaborate with ECM Analysts and BPM, coordinate with the Onshore

Qualifications

• 5+ years as a Technical Business Analyst on technology projects.
• Strong quantitative and analytical thinking skills.
• Expertise in gathering, analyzing, documenting, and prioritizing complex business and technical requirements.
• Strong proficiency in creating current-state (As-Is) and future-state (To-Be) workflows, user stories, and use cases.
• Proven experience managing end-to-end software rollouts and technical platform integrations.
• Excellent customer service and oral/written communications skills.

Responsibilities

• Act as Technical Product Owner for the Fisher Investments Document Generation system.
• Manage the incoming request queue for document templates and consult with stakeholders on prioritization and delivery.
• Evaluate document template requirements with ECM Analysts and BPM.
• Coordinate with Onshore Vendor Lead to meet quality and timing standards.
• Oversee and execute scheduled system releases, deployments, and template configuration updates.
• Configure electronic signatures (e.g., DocuSign) to align document workflows with accounts.
• Serve as escalation point for operational incidents involving document or template errors and API dependencies.
• Identify opportunities to refine processes by recommending automation, restructuring, or elimination.
• Define Technical Design Specifications for complex, high-impact projects.
• Create core artifacts like user stories, acceptance criteria, flow charts, and use cases.
• Provide strategic business recommendations with high accuracy across multiple requests.

Skills

Technical BA

Requirements analysis

Workflow design

Software rollout management

Stakeholder communication

Job description

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 Enterprise Content Management Technology 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:

• Act as Technical Product Owner for the Fisher Investments Document Generation system


• Manage the incoming request queue for document templates and consult directly with stakeholders on prioritization and delivery


• Evaluate document template requirements in close collaboration with the other ECM Business Analysts and Business Process Manager (BPM)


• Coordinate with the Onshore Vendor Lead to ensure document generation outputs meet strict quality and timing standards


• Oversee and execute scheduled system releases, deployments, and template configuration updates


• Perform electronic signature configurations (e.g., DocuSign) to properly align document workflows with corporate accounts


• Serve as the initial escalation point for operational incidents involving document or template errors, and properly route technical issues tied to API dependencies


• Identify opportunities to refine processes by recommending items for automation, re-structuring, or elimination


• Use design skills to define Technical Design Specifications for complex and high impact projects


• Create core analysis artifacts including user stories, acceptance criteria, flow charts, process flow diagrams, and use cases


• Provide strategic business recommendations based on critical analysis while maintaining high accuracy across multiple complex requests

Your Qualifications:

• 5+ years as a Technical Business Analyst on Technology projects


• Strong quantitative and analytical thinking skills


• Expertise in gathering, analyzing, documenting, and prioritizing complex business and technical requirements


• Strong proficiency in creating current-state ("As-Is") and future-state ("To-Be") workflows, user stories, and use cases


• Proven experience managing end-to-end software rollouts and technical platform integrations


• Excellent customer service and oral/written communications skills

Compensation:

• $120,000 - $160,000 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 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