Fisher Investments

Client Services Data Analyst (2017-5252)

Data Analyst
Job ID





As a Client Services Data Analyst you will play a critical role in driving results for the Client Services Group. You will play a critical role in leading us to better understand, test, and analyze our data and help drive business decisions. You will support the business using data mining skills (including data aggregation, auditing, reconciliation, and validation), advanced modeling and testing techniques. The position is best suited for a critical thinker who is naturally curious and has an eye for detail. Clear, professional communication is a must.


This role will provide you with the opportunity to:

  • Lead day-to-day analysis as well as complex problem-solving projects
  • Monitor key performance metrics, identify emerging trends, and present data and conclusions to business groups across different levels of management
  • Design and execute statistically significant tests to evaluate new initiatives
  • Research new ways for modeling client behavior through quantitative analysis
  • Design and build scalable infrastructure and platforms to collect and process large amounts of structured, unstructured, and real time data

We are looking for you to have: 

  • Practical working knowledge of the following methods and software packages: MS Access, MS Excel, VBA, R or equivalent statistics program, data modeling and data management, data normalization, and real-time analytics
  • Strong interpersonal, oral and written communication, and presentation skills
  • Excellent problem solving and critical thinking skills; ability to draw conclusions from data and recommend actions
  • Bachelor's degree in Mathematics, Statistics, Economics, Computer Science, Engineering, or equivalent combination of education/experience  


What is it like to work at Fisher Investments?:


We want to invest in you! We promote a performance-based culture with potential for significant career advancement.


We've worked hard to create a culture where we can help accelerate the careers of exceptional people. We entrust our team members with high levels of responsibility, give them resources needed to succeed, and recognize and reward them for their successes. We make significant investments in our employees in their career, through formal and informal training, offering extensive training opportunities designed to build both breadth and depth in each of our team members. We are pleased to provide a combination of classroom teaching, on-the-job training and ongoing mentoring to set our employees on the path to a successful, lifelong career.   


We’re proud to provide a competitive compensation plan, which includes complete coverage of monthly medical, dental, and vision premiums (less deductibles), paid time off, as well as an exceptional 50% match on 401(k) contributions up to the maximum amount allowed by the IRS.


Ready to join our team and make an impact? Apply now!