Data Analytics and Reporting Associate

Fisher InvestmentsTampa, FL
1dOnsite

About The Position

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.

Requirements

  • 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

Responsibilities

  • 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

Benefits

  • 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
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