Institutional Defined Contribution Senior Data Analyst

Fisher Investments-posted 2 months ago
Full-time • Mid Level
Hybrid • Tampa, FL
5,001-10,000 employees
Professional, Scientific, and Technical Services
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The Institutional Defined Contribution Senior Analyst works in the office and is responsible for analyzing and interpreting plan data from client organizations regarding their defined contribution plans. They prepare detailed case studies based on financial data to construct a clear, compelling narrative.

  • Analyzes and provides insights using complex datasets
  • Manages a program to ensure the elements are completely and efficiently meeting the business requirements
  • Manages all phases of various projects from envisioning through deployment
  • Identifies potential process improvements, recommends solutions, and implements solutions to improve the efficiency of the department
  • Coaches, mentors, and motivates team members
  • Conducts deep quantitative analysis of complex retirement plan datasets to identify trends, performance metrics and product impact
  • Develops compelling case studies that showcase measurable benefits of our product, using both qualitative narratives and quantitative data
  • Maintains data accuracy by validating sources, cleaning datasets and applying appropriate methodologies
  • Monitors and interprets industry benchmarks to position our product competitively within the defined contribution space
  • Bachelor's degree or equivalent combination of education and experience required
  • Highly developed qualitative and quantitative skills required for interpreting large data sets
  • Ability to analyze various situations and develop creative solutions
  • Excellent verbal and written communication skills
  • High level of attention to detail
  • Ability to adapt to changes in a fast paced, team environment
  • Ability to prioritize workload and manage time across various tasks
  • Proficient in Microsoft Office software
  • Ability to translate complex data into a clear, persuasive narrative
  • Professional certifications such as the Qualified 401(k) Administrator (QKA) or Certified Employee Benefits Specialist (CEBS) preferred
  • 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 based on role, tenure, and performance eligibility
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