Overview

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 Innovation and Practices team.

The Opportunity:

The Senior Business Analyst analyzes the needs of their clients and partners to identify improvement opportunities, while recommending solutions and programs that help the organization to achieve its strategic goals. You will use state-of-the-art technology, especially AI, to create value. You will be the liaison between the business side of the enterprise and service providers to the enterprise, eliciting, analyzing, communicating and validating requirements in the context of helping our organization achieve its goals through internal changes to policies, processes, and information systems. You will organize, plan and execute tasks with a focus on complex tasks with a high degree of strategic importance to our company. You will report to the Vice President of Innovation and Practices.

• Identify and analyze opportunities to create value through technology solutions including AI. Collaborate with business experts, senior managers, project managers, and project sponsors to determine project scope, vision and value proposition
• Play a critical role in responsibly promoting new technologies for our company. Aim to overcome roadblocks and closely partner with other service providers such as technology, user experience, and Enterprise Risk Management to achieve project goals efficiently
• Conduct research and analysis to stay current on technology and business trends especially in AI. Provide expert guidance and advise on opportunities of AI to envision future state practices and operations and define requirements accordingly
• Create assumptions and experiment to validate value, risks and controls of new solutions. Translate insights into functional requirements and design specifications and partner with technology teams to create solutions
• Responsibly leverage citizen development capabilities of our solution stack
• Responsibly promote the use of AI and other new technologies, communicate changes, enhancements, and solutions to all partners effectively. Measure value and track against the value proposition
• Contribute to enterprise architecture development with a focus on AI capabilities.
• Help develop training materials and conduct training sessions for end-users
• Support quality assurance in creating test plans and test cases to ensure functionality and performance requirements
• Communicate with senior management regarding project status, issues, and risks

• 5+ years of experience working as a Business Analysis
• 2+ years of experience delivering value using AI technologies
• Experience in FinTech and an understanding of technology trends in the finance industry
• Comprehensive knowledge of Microsoft Azure AI services and Agentforce
• Superior ability to define problems, collect data, establish facts and draw valid conclusions
• Excellent skills in word processing, spreadsheet, email, and database software
• Bachelor's degree or equivalent combination of education and experience required

• $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

• 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
• 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