PMG Business Process Specialist

At a Glance:

Statement of Interest: No 

Contact: Fadhl Bafadhl

Shadow: Request Here

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.

The PMG Business Process Specialist works in the office and supports the development of PMG capabilities, processes, and technologies to form a stable, scalable and client-oriented ecosystem. This person utilizes previous experience allowing them to support the group with various projects varying in complexity and ambiguity.

The Day-to-Day:

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• • Oversees assigned operational tasks with mid-level complexity through to completion
  • Serves as a point of contact for the team and/or specific function
  • Identifies, creates, and develops documentation for group
  • Supports the growth of the business through various projects
  • Follows group and firm policies and procedures
  • Identifies areas for improvement and recommends and works with management to implement proposed solutions
  • Identifies elevations and routes appropriately
  • Responsible for properly handling sensitive and/or confidential documents 
  • Responsible for mentoring associates on the team
  • Works onsite, under direct supervision, in a team-based and open office environment

Additional responsibilities may include:

• PMG Business Process Specialist: Supports PMG teams by providing process improvements, facilitating collaboration across functions, and ensuring successful implementation of business changes. This role is responsible for leading and coordinating cross-functional User Acceptance Testing (UAT), documenting and supporting business process changes, and reviewing user access provisions to maintain compliance and operational integrity. Additionally, the specialist manages small to medium complexity projects, ensuring initiatives are delivered in time, within scope, and aligned with business goals

Your Qualifications:

• Bachelor’s degree or equivalent combination of education and experience required
• At least 2 years of Fisher Investments experience preferred
• Highly developed qualitative and/or quantitative skills required
• 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
• Analytical skills
• Ability to navigate across teams and systems to support efficient and effective operations

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 Fadhl Bafadhl.

FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER