Phoenix Investment Funds jobs

A global financial services firm is seeking a Senior Transaction Lawyer to support structured finance operations in Chicago. The role involves drafting and negotiating key financial documentations and collaborating with various teams to mitigate legal risks and ensure compliance. Candidates must possess a Juris Doctor degree, at least 10 years of relevant experience, and be licensed in New York or Illinois. The salary ranges from $150,000 to $250,000 annually, reflecting both experience and location. #J-18808-Ljbffr

Guggenheim Securities Guggenheim Securities is seeking an experienced Warehouse Loan Operations Specialist to support critical warehouse lending functions. This role combines operational execution with strategic oversight, managing loan closing processes, agent relationships, and transaction workflows. The ideal candidate will be a results-driven professional with strong technical skills and the ability to thrive in a fast-paced, collaborative environment. Essential Job Functions Loan Operations & Settlement * Execute loan closing processes and settlement activities * Process and validate draw requests, including borrowing base calculations and covenant compliance * Coordinate with legal counsel on borrowing conditions precedent * Oversee loan settlement funding and reconciliation * Manage trade settlement flows, platform reconciliations, and remediation of breaks Agent & Partner Management * Coordinate with Administrative Agents on reporting requirements and portfolio performance data * Work with Paying Agents to process waterfall distributions and ensure transaction document compliance * Serve as escalation point for agent-related issues and discrepancies * Collaborate with outsource services and customers Transaction & Documentation Support * Administer loan system data and maintain accurate records * Execute complex wire instructions and payment waterfalls * Prepare investor reporting and compliance documentation * Create and maintain operational procedures * Draft confidentiality agreements as needed Cross-Functional Collaboration * Partner with Warehouse Origination, Portfolio Management, Ops/Treasury, Finance, Risk, Legal, Compliance, and Business Operational teams * Oversee and reconcile third-party invoicing Preferred Qualifications Education & Experience * Bachelor's degree required * Minimum 5+ years hands-on experience in loan closing and structured finance operations * Proven track record in warehouse lending or asset-backed finance Technical Skills * Strong proficiency with ClearPar or comparable loan management systems * Experience with virtual data room administration * Expert-level Microsoft Excel and Access skills * Understanding of structured finance mechanics, borrowing base structures, and waterfall calculations * Familiarity with Bloomberg terminal (preferred) Core Competencies * Strong communication and interpersonal skills * Team-oriented with ability to collaborate across functions * Comfortable in high-pressure, fast-paced environments * Excellent multi-tasking and organizational abilities * Detail-oriented with strong problem-solving skills * Self-starter who operates with accountability and ownership Licensing * Series 99 license preferred (or ability to obtain within specified timeframe) * Will ultimately need to become licensed for the Series 99 Work Location * Currently, this role is expected to be fully remote. Salary * Annual base salary between $130,000 - $150,000. The base salary range represents the low and high end of the anticipated base salary range for this position. Actual base salaries may vary depending on factors such as location and experience. The range listed reflects base salary only, and the total compensation package may include other components such as incentive compensation. About Guggenheim Securities * Guggenheim Securities is the investment banking and capital markets business of Guggenheim Partners, a global investment and advisory firm. Guggenheim Securities offers services that fall into four broad categories: Advisory, Financing, Sales and Trading, and Research. Guggenheim Securities is headquartered in New York, with additional offices in Chicago, Boston, Atlanta, San Francisco, and Houston. Guggenheim is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. * For more information, please visit GuggenheimSecurities.com, follow us on LinkedIn or contact us at ***************************************** or ************. About Us: Guggenheim Securities is the investment banking and capital markets business of Guggenheim Partners, a global investment and advisory firm. Guggenheim Securities offers services that fall into four broad categories: Advisory, Financing, Sales and Trading, and Research. Guggenheim Securities is headquartered in New York, with additional offices in Chicago, Boston, Atlanta, San Francisco, and Houston. For more information, please visit GuggenheimSecurities.com, follow us on LinkedIn or contact us at ****************************************** or ************. Guggenheim Securities, LLC ("GS") does not accept unsolicited resumes or applications. GS considers any resume or application to be unsolicited if (a) received from an entity or individual without a current recruiting agreement with GS or (b) submitted to anyone at the firm other than through the process set forth in the recruiting agreement between GS and the submitting entity or individual, and GS will not pay a fee to any entity or individual for such submission.

Full-time, Part-time Description At ClearPoint CPA's, our mission is to provide clear, insightful, and premier accounting and consulting that empowers businesses and individuals to move forward with confidence. We are committed to building lasting relationships through personalized service, industry expertise, and a steadfast dedication to clarity, integrity, and results. We're building a team that values true collaboration, prioritizes continuous professional development, celebrates both individual and collective successes, and communicates with openness and respect. If you're looking for a workplace where your ideas matter, your growth is supported, and your contributions have real impact, you'll feel right at home here. Join us and be part of a team committed to helping each other thrive. We are currently searching for a detail-oriented and motivated accountant to join our Government Accounting & Advisory Team for local governments in Virginia and Tennessee. The consulting services group of ClearPoint CPAs focuses primarily on assisting localities in areas such as: · Audit readiness · Financial management assistance · Internal controls Requirements · 3-5 years of governmental accounting experience · Strong working knowledge of Excel · Attention to detail and ability to manage multiple client engagements efficiently · Strong communication skills and a client-first mindset Preferred: · Bachelor's Degree in Accounting · Governmental accounting or audit experience · Strong analytical skills · Ability to work effectively in a team environment Work Location: · Johnson City, TN or Norton, VA · Remote work may be an option · Minimal travel Job Types: · Full-time or Flex positions available. Salary: · Compensatory with experience. This is a salaried position. Benefits: · Competitive base salary + performance bonuses · Comprehensive benefits: health, dental, vision, 401(k), life, HSA, short-term disability insurance, long term insurance, hospitalization insurance, cancer insurance, and accident insurance. · Generous PTO + holidays

The Opportunity: You will support the quality management function of the marketing technology stack and related system integrations to enhance lead generation activities for the Private Client Group (PCG). It involves overseeing the quality of the technology/services that we produce, including developing quality standards, conducting tests and identifying issues. The Quality Assurance Analyst will report directly to the Marketing Technology Team Leader and will support website testing efforts spanning performance, UX/UI automation, and data analysis. You will use a variety of tools, including Ghost Inspector, Puppeteer, TestComplete, or Selenium for automation and testing QA; PageSpeed Insights, Pingdom, mPulse, and Lighthouse for performance analysis QC; and Tealium and Google Analytics for analytics and tag management QA/QC. The Day-to-Day: * Oversee assigned complex tasks to completion * Prepare and implement quality assurance policies and procedures * Identifying potential process improvements, recommending solutions, helps develop and implement proposed solutions/tools to improve the efficiency of the department * Coordinate and manage processes for routine inspection and quality tests within the QA program * Identify and resolve workflow and production issues * Support MarTech leadership in regular updates, reports on the QA program performance and tech stack for the broader Marketing Dept. * Train and mentor junior employees on use and application of QA tools * Additional responsibilities may include: * Capture and document QA requirements for system enhancements or new technologies * Investigate issues related to existing systems and technologies * Ensure that standards and regulations are observed * Document quality assurance activities and create audit reports * Coordinating/communicating across technical teams and partners * Create QA training materials and operating manuals Your Qualifications: * Bachelor's degree or equivalent combination of education and experience required * 3+ years of relevant experience in software testing or equivalent; website performance testing * Experience with HTML/CSS/JS and chrome browser extensions: Omnibug, Tag Explorer or DataSlayer * Developer tool and assertion testing frameworks like Jest, Mocha or Chai will be beneficial in the success of this position * Sitecore, Confluence and Ghost Inspector are preferred * Ability to analyze various situations and develop recommendations * Relevant training or certifications in quality assurance preferred 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

The Opportunity: The Global Business Process Management Group is looking for a Business Process Analyst to help drive measurable business process improvements aligned with Global Private Client Group (PCG) goals. The Business Process Analyst works cross-functionally within Global PCG to understand and develop our primary value chain, unify our business processes, and measurably increase efficiency while improving the user experience for both our internal and external clients. The Day-to-Day: * Drive measurable business process improvements aligned with Global PCG objectives * Work cross-functionally with Global PCG, PMG, external vendors, and technology partners to implement solutions to key business problems with an ability to take an idea from ideation to implementation * Partner with the business and technology stakeholders to assess areas for improvement * Conduct root cause analysis formulating clear problem statements, process assessments, and plans for improvement * Lead process redesign and re-engineering workshops with end users * Work within the Scrum structure to write, refine and test users stories, and conduct hypercare in production * Effectively communicate to stakeholders, leadership, and users throughout the project lifecycle * Maintain business processes and project plan documentation Your Qualifications: * 3+ years of experience as a Business Process Analyst or similar position * Experience communicating with management and executives * Experienced in process improvements and managing projects working with multiple partners * Process mapping using MS Visio or similar tools * Project tracking with software like Atlassian Confluence or Jira * Experience with the software development life cycle including the Agile Methodology 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

The Brand Intelligence Analyst works in the office as part of the larger Global Corporate Communications Group. Help oversee the monitoring and protection of the Fisher Investments brand in traditional (print, online, broadcast) and social media. Strategically planning and implementing social media campaigns to achieve specific reputational goals. They analyze, report and elevate findings to management to help build awareness and make informed business recommendations. The Day-to-Day: Conduct social listening, identifying client and prospective service opportunities and addressing as appropriate Analyze reputational situations, gathering research across multiple data sources to make a business recommendation Identify and proactively inform management of potential brand threats, providing comprehensive risk assessment and recommendation Distill brand media coverage into important highlights and observations for management Maintain knowledge of evolving and new online platforms, including the latest security enhancements Research and implement new processes Identify gaps in our existing processes and technologies, recommending and implementing change to improve Develop and implement social media campaigns to achieve specific reputational goals, including content creation and community interaction Your Qualifications: Bachelor's degree or equivalent combination of education and experience required Highly developed qualitative and quantitative skills required Analyze various situations, develop creative solutions and adapt to changes in a fast paced, team environment Experience managing ad campaigns preferred Prior experience using social media management tools (Sprout, Hootsuite) Prior experience using social listening tools (Brandwatch, Talkwalker) Compensation: $80,200-$120,000 base salary per year in the state of WA - 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 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

The Opportunity: The Portfolio Optimization Analyst works in the office to support Fisher Investments' Portfolio Implementation and Optimization within the Portfolio Management Group (PMG), helping develop, calibrate, and monitor systems critical to firm-wide trade order generation. You will ensure portfolios are implemented properly and help minimize trade order generation risk. You will report to the vice president and support team members on complex scenarios, using quantitative research and qualitative methodologies to support PMG's priorities to develop innovative solutions to meet our clients' investment goals. The Day-to-Day: * Support key portfolio management decisions through rigorous testing and quantitative analysis of trade order generation data * Collaborate with IT, Portfolio Implementation leadership and the Investment Policy Committee (IPC) to ensure technology solutions are appropriate and meet IPC trade order generation quality * Support development and testing of new portfolio management technologies * Partner with other internal groups, including PMG Strategic Initiatives, develop training and infrastructure necessary to scale optimization analysis * Partner with client services groups to address complex client scenarios through education and custom technology and optimization solutions * Guide and motivate team members, fostering accountability and collaboration * Analyze optimization data, investigate problematic optimizations to determine root cause, and support the development and testing of new optimization technologies and solutions * Develop infrastructure to scale optimization analysis from design through testing and implementation * Support High AUM and the development of internal training initiatives * Work within CRD/TPS and Axioma Direct Your Qualifications: * Bachelor's Degree or equivalent combination of education and experience required * 3+ years of experience in specific field and/or with optimization solutions * Excellent oral and written communication skills * Experience working both independently and in a team-oriented, collaborative environment * Quickly adapt to shifting priorities, demands and timelines through analytical and problem-solving capabilities * Able to elicit cooperation from different sources, including senior management, internal clients, and other departments * Highly developed analytical ability * Strong familiarity with change management and creative independent problem solving Compensation: * $80,000 - $115,000 base salary per year in the state of WA. 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 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

The Fisher Investments Institutional Group (FIIG) provides asset management to a diverse client base of investors, including corporate, pension funds, insurance and financial institutions, healthcare organizations, governments and more. The Institutional Group is a global team that works together to handle service and sales for institutional investors, internationally. Together, we serve clientele across multiple subsidiary businesses, over 30 countries, and several investment strategies, currencies, languages, time zones, and more! The Opportunity: The Client Operations Analyst works directly with our Asset Management Sales and Client Service Relationship Managers, international institutional clients and consultants, international custodians, and various internal groups to on-board and maintain accounts for international institutional investors. You will report to the Team Leader who will support your skill and career development. You will also act as a project manager to improve current processes, along with resolving operational issues associated with the complex workings of international accounts that trade in overseas equity markets. The Day-to-Day: * Manage the onboarding of new institutional segregated and fund accounts primarily based in the Americas and Asia Pacific (APAC) regions * Subject matter expert as it relates to international institutional funds and separately managed accounts * Assist the Institutional Sales and Client Services Relationship Managers with complex client service requests * Create, develop, document and implement workflows and process improvements to serve the needs of our international institutional investors * Responsible for understanding and documenting the nonstandard operational issues typical of accounts trading in international markets, directed brokerage relationships, and other unique institutional trading operations * Coordinate with custodians to support institutional accounts, along with leading contract negotiation and revisions between clients and internal teams * Understand and monitor the compliance issues revolving around the international institutional industry, unique codes of ethics, and internal requirements * Communicate detailed international institutional investor account information to senior members of the Company * Aid the Institutional Client Operations Team Leader with the ongoing development of the team Your Qualifications: * Bachelor's degree or equivalent combination of education/experience * At least 4-5 years professional experience in the financial services industry; experience working with APAC clients is helpful * Familiar with securities, financial markets and institutional account types * Excellent communication skills and experience with customer/client service * Project management experience, ability to adjust workload based on priority, and passion with process improvements * Responsible, accountable, detail-oriented and internally motivated 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

As a Digital Marketing Analyst at Fisher Investments, you're at the forefront of our global expansion creating digital media campaigns that directly impact our growth. As an important player on our Global Digital Media Team, you'll use your expertise in paid social, display and native advertising to produce high-quality leads for our global Salesforce. As an analyst, reporting to the Digital Media Team Lead, you'll be data-driven, analyzing and optimizing campaigns and help uncover new strategic opportunities to reach our target audience and exceed campaign goals. The Day-to-Day: * Fuel global lead generation by managing and optimizing digital media campaigns within digital ad platforms such as Google, Facebook, LinkedIn and more. * Leverage first and third-party data to Identify and reach our target audiences. * Analyze campaign performance, identify trends and implement data-backed strategies to maximize ROAS. * Communicate campaign performance to leadership and team members. * Collaborate and innovate with the Strategy and Planning Team and our in-house creative agency to develop compelling ads and messaging. * Continuously research industry trends and identify testing opportunities to lead campaign performance. * Identify creative solutions at scale to meet our client acquisition needs. * Collaborate with vendor partners and use their expertise to maximize campaign performance. Your Qualifications: * 3+ years digital marketing experience as a digital media buyer/planner, campaign analyst or account manager (other online advertising background). * Experience working in digital ad platforms like Google Ads and LinkedIn Campaign Manager. * Experience in Excel, including the ability to use formulas and pivot tables. * Experience using web analytics tools and optimizing campaigns based on performance (Google Analytics, Power BI). 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

It's an exciting time to join Fisher Investments; we're investing in the future of our firm's technology and information security. Our business is growing internationally, which emphasizes the need to build an unparalleled team that promotes future global growth through strategic solutions and progress. We are looking to hire Application Development Manager for our PMG Technology group. The Opportunity: The Application Development Manager will lead designing, developing and implementing an application and business architecture blueprint; as well as provide guidance with aligning business processes, information management, applications and technical architectures to support the business strategy. You will be responsible for hiring, terminating, and performance reviews of personnel. You will report to the Vice President (VP) of PMG Technology. The Day-to-Day: * Manage the application development team to insure quality and deliverables * Support implementation of talent management processes for the application development team * Develop a team structure that aligns skills sets of the development team against business deliverables * Engage with business and IT initiatives to help ensure development is aligned with business goals * Lead business process and information architecture design activities * Propose informed ideas on technology strategy and direction * Contribute to and help coordinate the efforts of the Technology Team around associated technologies in portfolio of team * Define and coordinate the activities of various architecture working groups * Work with technology leaders to decide technology direction, set goals consistent with the strategy, and communicate progress * Develop and deliver communications on the Architecture program to business sponsors, solution developers, and infrastructure engineers * Coordinate specific line of business architecture efforts with those of the overall Enterprise (corporation) * Work with the VP and other Team Leaders to develop and manage architecture processes to establish sound architectural practices in all phases of the solution development lifecycle * Recommend to the VP the appropriate information and application architecture approach for distributed component services and information flow * Develop and proactively manage the portfolio of application and technology programs associated with overall Firm goals Your Qualifications: * 10+ years industry experience with focus on technology architectures * Strong experience in Salesforce or CRM Technologies, or other related Platforms * Experience with CRM integrations, cloud technologies, and DevOps. * Broad technology experience throughout systems development lifecycle, and various areas of technology architecture (infrastructure, application architecture, data architecture, integration) * Experience with software application architectures and infrastructure technologies * Must have strong customer interface skills and experience managing development teams to achieve tight time frames and on budget * Experience with commercial software product development * Be a coach, building the design and development skills of other team members. * Experience with processes and technologies used in the securities industry, investment management and wealth management industry * Experience in business process modeling and information architecture design * Bachelor's degree from a four-year college or university or equivalent experience 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

It's an exciting time to be a member of the Fisher Investments Technology Department. We're investing in the future of our firm's technology and are building our team to achieve global growth. We are looking for a Technology Data Governance and Management Senior Analyst to support our Enterprise Data Management team. If you are looking for an opportunity to make a difference as we develop scalable and strategic solutions to support our global growth, we want to hear from you! The Opportunity: As a Technology Data Governance Senior Analyst, you will report to the AVP of Data Delivery and Data Governance to collaborate, plan and execute data lineage and sensitive data related work across all the systems at Fisher Investments. You will work with various teams (Legal and Compliance Department, Enterprise Risk Management and Technology teams) to define and guide policies and enable data to be covered for reporting. As a Data Management and Governance expert, you will partner with our internal technology teams, our business stakeholders, third party vendors, and implementation partners. The Day-to-Day: * Collaborate with our support partners on definition and implementation of processes to discover Sensitive Data across Fisher Investments * Define Lifecycle of Data process * Define data Quality standards * Licensing of data - Negotiations with vendors on terms & Cost etc. * Responsible for the enforcement /audit of licensing agreements to eliminate liability from wrong use / storage of data * Manage process for the approval of data transfers (Internally, externally, across geographical borders) * Define standards for data transfer controls * Manage and work to implement retention schedule. (This is generally driven by Regulatory needs) * Maintain and manage (Data Architectural standards - this is different than enterprise architecture) Your Qualifications: * 10+ years combination of Data management / governance, with at least 5 years in asset / wealth management * Familiarity with application architecture, data architecture, integration architecture, and security architecture * Prior familiarity with data strategy, with an understanding of data architectural tradeoffs with respect to legacy data management systems, modern (largely cloud-based) data platforms * Experience with the technology ecosystem of the wealth management industry is preferred * Understanding of Data Lifecycle and associated processes * Experience with Defining data Quality Standards * Working with third party data Vendors and licensing agreements * Familiarity with data transfer protocols * Bachelor's degree or equivalent experience in information systems or related technical field 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

Job DescriptionDescription: At ClearPoint CPA's, our mission is to provide clear, insightful, and premier accounting and consulting that empowers businesses and individuals to move forward with confidence. We are committed to building lasting relationships through personalized service, industry expertise, and a steadfast dedication to clarity, integrity, and results. We're building a team that values true collaboration, prioritizes continuous professional development, celebrates both individual and collective successes, and communicates with openness and respect. If you're looking for a workplace where your ideas matter, your growth is supported, and your contributions have real impact, you'll feel right at home here. Join us and be part of a team committed to helping each other thrive. We are currently searching for a detail-oriented and motivated accountant to join our Government Accounting & Advisory Team for local governments in Virginia and Tennessee. The consulting services group of ClearPoint CPAs focuses primarily on assisting localities in areas such as: · Audit readiness · Financial management assistance · Internal controls Requirements: · 3-5 years of governmental accounting experience · Strong working knowledge of Excel · Attention to detail and ability to manage multiple client engagements efficiently · Strong communication skills and a client-first mindset Preferred: · Bachelor's Degree in Accounting · Governmental accounting or audit experience · Strong analytical skills · Ability to work effectively in a team environment Work Location: · Johnson City, TN or Norton, VA · Remote work may be an option · Minimal travel Job Types: · Full-time or Flex positions available. Salary: · Compensatory with experience. This is a salaried position. Benefits: · Competitive base salary + performance bonuses · Comprehensive benefits: health, dental, vision, 401(k), life, HSA, short-term disability insurance, long term insurance, hospitalization insurance, cancer insurance, and accident insurance. · Generous PTO + holidays

The Brand Intelligence Analyst works in the office as part of the larger Global Corporate Communications Group. Help oversee the monitoring and protection of the Fisher Investments brand in traditional (print, online, broadcast) and social media. Strategically planning and implementing social media campaigns to achieve specific reputational goals. They analyze, report and elevate findings to management to help build awareness and make informed business recommendations. The Day-to-Day: Conduct social listening, identifying client and prospective service opportunities and addressing as appropriate Analyze reputational situations, gathering research across multiple data sources to make a business recommendation Identify and proactively inform management of potential brand threats, providing comprehensive risk assessment and recommendation Distill brand media coverage into important highlights and observations for management Maintain knowledge of evolving and new online platforms, including the latest security enhancements Research and implement new processes Identify gaps in our existing processes and technologies, recommending and implementing change to improve Develop and implement social media campaigns to achieve specific reputational goals, including content creation and community interaction Your Qualifications: Bachelor's degree or equivalent combination of education and experience required Highly developed qualitative and quantitative skills required Analyze various situations, develop creative solutions and adapt to changes in a fast paced, team environment Experience managing ad campaigns preferred Prior experience using social media management tools (Sprout, Hootsuite) Prior experience using social listening tools (Brandwatch, Talkwalker) 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

The Opportunity: You will support the quality management function of the marketing technology stack and related system integrations to enhance lead generation activities for the Private Client Group (PCG). It involves overseeing the quality of the technology/services that we produce, including developing quality standards, conducting tests and identifying issues. The Quality Assurance Analyst will report directly to the Marketing Technology Team Leader and will support website testing efforts spanning performance, UX/UI automation, and data analysis. You will use a variety of tools, including Ghost Inspector, Puppeteer, TestComplete, or Selenium for automation and testing QA; PageSpeed Insights, Pingdom, mPulse, and Lighthouse for performance analysis QC; and Tealium and Google Analytics for analytics and tag management QA/QC. The Day-to-Day: * Oversee assigned complex tasks to completion * Prepare and implement quality assurance policies and procedures * Identifying potential process improvements, recommending solutions, helps develop and implement proposed solutions/tools to improve the efficiency of the department * Coordinate and manage processes for routine inspection and quality tests within the QA program * Identify and resolve workflow and production issues * Support MarTech leadership in regular updates, reports on the QA program performance and tech stack for the broader Marketing Dept. * Train and mentor junior employees on use and application of QA tools * Additional responsibilities may include: * Capture and document QA requirements for system enhancements or new technologies * Investigate issues related to existing systems and technologies * Ensure that standards and regulations are observed * Document quality assurance activities and create audit reports * Coordinating/communicating across technical teams and partners * Create QA training materials and operating manuals Your Qualifications: * Bachelor's degree or equivalent combination of education and experience required * 3+ years of relevant experience in software testing or equivalent; website performance testing * Experience with HTML/CSS/JS and chrome browser extensions: Omnibug, Tag Explorer or DataSlayer * Developer tool and assertion testing frameworks like Jest, Mocha or Chai will be beneficial in the success of this position * Sitecore, Confluence and Ghost Inspector are preferred * Ability to analyze various situations and develop recommendations * Relevant training or certifications in quality assurance preferred Compensation: * $70,000-$90,000 base salary per year in the state of WA - 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 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

The Opportunity: The Portfolio Optimization Analyst works in the office to support Fisher Investments' Portfolio Implementation and Optimization within the Portfolio Management Group (PMG), helping develop, calibrate, and monitor systems critical to firm-wide trade order generation. You will ensure portfolios are implemented properly and help minimize trade order generation risk. You will report to the vice president and support team members on complex scenarios, using quantitative research and qualitative methodologies to support PMG's priorities to develop innovative solutions to meet our clients' investment goals. The Day-to-Day: Support key portfolio management decisions through rigorous testing and quantitative analysis of trade order generation data Collaborate with IT, Portfolio Implementation leadership and the Investment Policy Committee (IPC) to ensure technology solutions are appropriate and meet IPC trade order generation quality Support development and testing of new portfolio management technologies Partner with other internal groups, including PMG Strategic Initiatives, develop training and infrastructure necessary to scale optimization analysis Partner with client services groups to address complex client scenarios through education and custom technology and optimization solutions Guide and motivate team members, fostering accountability and collaboration Analyze optimization data, investigate problematic optimizations to determine root cause, and support the development and testing of new optimization technologies and solutions Develop infrastructure to scale optimization analysis from design through testing and implementation Support High AUM and the development of internal training initiatives Work within CRD/TPS and Axioma Direct Your Qualifications: Bachelor's Degree or equivalent combination of education and experience required 3+ years of experience in specific field and/or with optimization solutions Excellent oral and written communication skills Experience working both independently and in a team-oriented, collaborative environment Quickly adapt to shifting priorities, demands and timelines through analytical and problem-solving capabilities Able to elicit cooperation from different sources, including senior management, internal clients, and other departments Highly developed analytical ability Strong familiarity with change management and creative independent problem solving 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

As a Digital Marketing Analyst at Fisher Investments, you're at the forefront of our global expansion creating digital media campaigns that directly impact our growth. As an important player on our Global Digital Media Team, you'll use your expertise in paid social, display and native advertising to produce high-quality leads for our global Salesforce. As an analyst, reporting to the Digital Media Team Lead, you'll be data-driven, analyzing and optimizing campaigns and help uncover new strategic opportunities to reach our target audience and exceed campaign goals. The Day-to-Day: Fuel global lead generation by managing and optimizing digital media campaigns within digital ad platforms such as Google, Facebook, LinkedIn and more. Leverage first and third-party data to Identify and reach our target audiences. Analyze campaign performance, identify trends and implement data-backed strategies to maximize ROAS. Communicate campaign performance to leadership and team members. Collaborate and innovate with the Strategy and Planning Team and our in-house creative agency to develop compelling ads and messaging. Continuously research industry trends and identify testing opportunities to lead campaign performance. Identify creative solutions at scale to meet our client acquisition needs. Collaborate with vendor partners and use their expertise to maximize campaign performance. Your Qualifications: 3+ years digital marketing experience as a digital media buyer/planner, campaign analyst or account manager (other online advertising background). Experience working in digital ad platforms like Google Ads and LinkedIn Campaign Manager. Experience in Excel, including the ability to use formulas and pivot tables. Experience using web analytics tools and optimizing campaigns based on performance (Google Analytics, Power BI). 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

It's an exciting time to join Fisher Investments; we're investing in the future of our firm's technology and information security. Our business is growing internationally, which emphasizes the need to build an unparalleled team that promotes future global growth through strategic solutions and progress. We are looking to hire Application Development Manager for our PMG Technology group. The Opportunity: The Application Development Manager will lead designing, developing and implementing an application and business architecture blueprint; as well as provide guidance with aligning business processes, information management, applications and technical architectures to support the business strategy. You will be responsible for hiring, terminating, and performance reviews of personnel. You will report to the Vice President (VP) of PMG Technology. The Day-to-Day: Manage the application development team to insure quality and deliverables Support implementation of talent management processes for the application development team Develop a team structure that aligns skills sets of the development team against business deliverables Engage with business and IT initiatives to help ensure development is aligned with business goals Lead business process and information architecture design activities Propose informed ideas on technology strategy and direction Contribute to and help coordinate the efforts of the Technology Team around associated technologies in portfolio of team Define and coordinate the activities of various architecture working groups Work with technology leaders to decide technology direction, set goals consistent with the strategy, and communicate progress Develop and deliver communications on the Architecture program to business sponsors, solution developers, and infrastructure engineers Coordinate specific line of business architecture efforts with those of the overall Enterprise (corporation) Work with the VP and other Team Leaders to develop and manage architecture processes to establish sound architectural practices in all phases of the solution development lifecycle Recommend to the VP the appropriate information and application architecture approach for distributed component services and information flow Develop and proactively manage the portfolio of application and technology programs associated with overall Firm goals Your Qualifications: 10+ years industry experience with focus on technology architectures Strong experience in Salesforce or CRM Technologies, or other related Platforms Experience with CRM integrations, cloud technologies, and DevOps. Broad technology experience throughout systems development lifecycle, and various areas of technology architecture (infrastructure, application architecture, data architecture, integration) Experience with software application architectures and infrastructure technologies Must have strong customer interface skills and experience managing development teams to achieve tight time frames and on budget Experience with commercial software product development Be a coach, building the design and development skills of other team members. Experience with processes and technologies used in the securities industry, investment management and wealth management industry Experience in business process modeling and information architecture design Bachelor's degree from a four-year college or university or equivalent experience 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

The Opportunity: The Global Business Process Management Group is looking for a Business Process Analyst to help drive measurable business process improvements aligned with Global Private Client Group (PCG) goals. The Business Process Analyst works cross-functionally within Global PCG to understand and develop our primary value chain, unify our business processes, and measurably increase efficiency while improving the user experience for both our internal and external clients. The Day-to-Day: Drive measurable business process improvements aligned with Global PCG objectives Work cross-functionally with Global PCG, PMG, external vendors, and technology partners to implement solutions to key business problems with an ability to take an idea from ideation to implementation Partner with the business and technology stakeholders to assess areas for improvement Conduct root cause analysis formulating clear problem statements, process assessments, and plans for improvement Lead process redesign and re-engineering workshops with end users Work within the Scrum structure to write, refine and test users stories, and conduct hypercare in production Effectively communicate to stakeholders, leadership, and users throughout the project lifecycle Maintain business processes and project plan documentation Your Qualifications: 3+ years of experience as a Business Process Analyst or similar position Experience communicating with management and executives Experienced in process improvements and managing projects working with multiple partners Process mapping using MS Visio or similar tools Project tracking with software like Atlassian Confluence or Jira Experience with the software development life cycle including the Agile Methodology 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

It's an exciting time to be a member of the Fisher Investments Technology Department. We're investing in the future of our firm's technology and are building our team to achieve global growth. We are looking for a Technology Data Governance and Management Senior Analyst to support our Enterprise Data Management team. If you are looking for an opportunity to make a difference as we develop scalable and strategic solutions to support our global growth, we want to hear from you! The Opportunity: As a Technology Data Governance Senior Analyst, you will report to the AVP of Data Delivery and Data Governance to collaborate, plan and execute data lineage and sensitive data related work across all the systems at Fisher Investments. You will work with various teams (Legal and Compliance Department, Enterprise Risk Management and Technology teams) to define and guide policies and enable data to be covered for reporting. As a Data Management and Governance expert, you will partner with our internal technology teams, our business stakeholders, third party vendors, and implementation partners. The Day-to-Day: Collaborate with our support partners on definition and implementation of processes to discover Sensitive Data across Fisher Investments Define Lifecycle of Data process Define data Quality standards Licensing of data - Negotiations with vendors on terms & Cost etc. Responsible for the enforcement /audit of licensing agreements to eliminate liability from wrong use / storage of data Manage process for the approval of data transfers (Internally, externally, across geographical borders) Define standards for data transfer controls Manage and work to implement retention schedule. (This is generally driven by Regulatory needs) Maintain and manage (Data Architectural standards - this is different than enterprise architecture) Your Qualifications: 10+ years combination of Data management / governance, with at least 5 years in asset / wealth management Familiarity with application architecture, data architecture, integration architecture, and security architecture Prior familiarity with data strategy, with an understanding of data architectural tradeoffs with respect to legacy data management systems, modern (largely cloud-based) data platforms Experience with the technology ecosystem of the wealth management industry is preferred Understanding of Data Lifecycle and associated processes Experience with Defining data Quality Standards Working with third party data Vendors and licensing agreements Familiarity with data transfer protocols Bachelor's degree or equivalent experience in information systems or related technical field 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