PMG Strategic Initiatives Program Manager

At a Glance:

Statement of Interest: Yes 

Contact: Chris Canova

The Opportunity:

PMG offers the unique chance to impact Fisher’s product, work with inspiring people, the opportunity to innovate and realize your career potential.

Are you interested in a new role where you are part of moving the needle across the Portfolio Management Group (PMG)? Strategic Initiatives is the newest PMG group focused on how to scale our ability to manage $2.3T and more. This might be your opportunity to become a member of this newly formed team if you enjoy collaborating and learning!

Strategic Initiatives has been established to drive forward enhancements to existing processes applying optimization and risk model technology. You will work closely with leadership to find ways to improve client outcomes while scaling and improving efficiency across PMG.

This is your opportunity to work in a dynamic environment to improve how we manage portfolios. You will be trained to be tomorrow’s subject matter expert through hands-on learning, a collaborative culture and tailored training for you. You will be part of pushing the organization to new heights. You will report to the PMG Strategic Initiatives Team Leader.

The Day-to-Day:

• Provides leadership and subject matter expertise for programs that cross multiple businessunits / functional areas in the areas analytics, data visualization, risk, and/or portfolio construction
• Manages prioritized programs and is responsible for successful delivery of the intended measurable outcomes and value proposition
• Supports strategic innovation by assessing business needs, evaluating solutions, and implement new programs to solve, improve, or create significant benefits or opportunities for the Firm
• Supports relationships with key stakeholders representing all departments impacted by the program which may include IT, LCD, Human Capital, Third Party Vendors, and Business Units
• Creates and/or oversees training materials development for functional areas and/or other business units
• Coaches, mentors, and trains program team members on program-specific knowledge and products
• Identifies, builds, and tracks applicable metrics to evaluate success and determine areas for improvement and areas of opportunity

Your Qualifications:

• 5+ years of experience, a plus (but not required) if you have experience working with optimizers, risk models, and products such as Axioma, Barra, Bloomberg, FactSet or Charles River

• Demonstrated problem solving skills, including developing creative solutions

• Experience prioritizing workload and time-management across various complex tasks

• Ability to work through setbacks, challenges, or unexpected results

• Strong written and verbal communication skills, as well as the ability to nuance answers to questions as a function of audience knowledge

Compensation:

• $100,000 - $135,000 base salary per year in the state of CA - 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

We will conduct a preliminary screen of applicants based on qualifications, performance and manager feedback. Those who meet the hiring manager’s requirements will be moved forward in the process by participating in an interview. If you’d like to know more about the role, feel free to get in touch with Chris Canova.

FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER