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Equity Research Data Program Manager

Fisher Investments
Posted 15 hours ago, valid for 23 days
Location

Plano, TX 75086, US

Salary

$72,000 - $86,400 per annum

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Contract type

Full Time

Paid Time Off

By applying, a Fisher Investments account will be created for you. Fisher Investments's Privacy Policy will apply.

Sonic Summary

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  • The Fisher Investments’ Equity Research Data Program Manager role seeks an individual with 8+ years of project management experience to drive technological advancements in the Research Department.
  • Key responsibilities include leading data and vendor projects, optimizing vendor relationships, and collaborating across teams to enhance portfolio performance.
  • Candidates should have experience with Factset and managing complex projects while effectively communicating with various stakeholders, including executives.
  • Fisher Investments offers competitive benefits, including 100% paid medical, dental, and vision premiums, a 50% 401(k) match, and 20 days of PTO.
  • This position is in-office and contributes to a culture focused on professional development and collaboration.

The Opportunity:

 

Are you interested in solving puzzles and managing solutions?  The Fisher Investments’ Equity Research Data Program Manager (PM) role is to accelerate our transition to cutting-edge technology and systems. Make a significant impact on Research’s capabilities and contribute to our vision by aiding in portfolio outperformance and scaling the business for the future.

  

Optimize vendor relationships, test Artificial Intelligence (AI) solutions, centralize data and collaborate across the Portfolio Management Group and IT to ensure success. You will report to the Securities Research Manager. 


The Day-to-Day:

  • Lead strategic data and vendor projects throughout the Research Department to solve business problems – developing and managing to a strategic technical roadmap
  • Project plan & coordinate the efforts of the research team and our diverse portfolio of external vendors to maximize value, including holding vendors accountable with score cards and reporting
  • Foster a collaborative environment and hands-on development through testing and implementing cutting-edge technology
  • Communicate across from the individual contributor to the executive level in written reporting and verbal presentations
  • Collaborate with motivated peers who share a passion for learning and support Research members at all levels

Your Qualifications:

  • 8+ years project management experience managing projects for data, vendors and/or technical solutions
  • Experience working with Factset to produce applicable insights-centric to equity performance
  • Demonstrated experience managing complex, collaborative, interconnected projects
  • Experience maximizing value from outside vendors
  • Experience communicating with multiple audiences over several platforms, including executive-level stakeholders
  • Passionate about collaborating to solve large-scale challenges

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




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By applying, a Fisher Investments account will be created for you. Fisher Investments's Privacy Policy will apply.