Phoenix Investment Funds jobs - 137 jobs

The Global PCG Marketing Web Analytics & Testing Analyst is responsible for the department's web data, reporting analytics and data project oversight. You will help us measure campaign performance, integrates data to uncover areas we can optimizes and measures new plans applying web data. You will help measure our testing programs success, while reporting to the department's Assistant Vice President. The Opportunity: Responsible for the department's web reporting needs, maintaining and improving the web data structure, providing recommendations to management to improve marketing campaign performance. Run statistical analytics and predictive models to identify new areas to improve or target; work closely with marketing management to measure our testing program. The Day-to-Day: Oversee assigned complex tasks to completion Identify potential process improvements and recommend solutions to management Help develop and implement proposed solutions to improve the efficiency of marketing campaigns Complete various projects in collaboration with management and other department Mentor associates and new analysts on the team Your Qualifications: Bachelor's degree or equivalent combination of education and experience required At least 2 years of SQL experience required Experience with Google Analytics or Google BigQuery Strong qualitative and quantitative skills required Analyze various situations and develop creative solutions applying data Manage time effectively across projects and various tasks 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

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.

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

Are you looking for a great place to work and grow your career? Come join our Fisher Investments Fulfillment team and support our rapidly growing global investment firm. Fulfillment Associates will be responsible for fulfillment marketing, office supply requests, maintaining client files, shipping and receiving functions and hospitality functions. The Opportunity: As a Fulfillment Associate, you will oversee a range of responsibilities differing daily. Reporting to a Fulfillment Team Leader, you will handle office supply requests, shipping and receiving, maintaining client file, different hospitality functions, and more. The Day-to-Day: Data entry of prospect and client information Monitor office supply inventory Sort and distribute incoming mail and packages Process UPS, DHL and FedEx shipments Help with office moves, mounting equipment and cleaning Prepare marketing kits for prospective clients Your Qualifications: Proficient in desktop PC's, printers and scanners Experience with UPS, FedEx and DHL Proficiency in Microsoft Word, Excel and Outlook Ability to lift and move packages up to 50lbs as needed Comfortable sitting, standing, walking and performing repetitive tasks for extend periods Compensation: $50,000 - $75,000 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 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

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

The Opportunity: The Identity & Access Management Developer is a member of the Information Security Identity Access & Management team, reporting to an Identity & Access Management Team Leader. You will build workflows and application integrations as coordinated with the larger IAM team, Technology department and business teams. The Day-to-Day: * Develop application enhancements and integrations in the SailPoint application to support departmental and company goals * Implement Identity Management system automation and audit workflows in SailPoint and other applications * Provide technical experience automating processes related to Identity Management and Risk Analysis * Work with internal clients and external technical resources for application integrations * Implement upgrades of existing security infrastructure * Develop automated tests to improve continuous integration and deployment processes in Test Complete and other tools * Deliver quality product as part of a Scrum team working in an Agile environment Your Qualifications: * 5+ years of experience in application development using Java programming, with preferential experience in Java BeanShell * 2+ years of experience implementing Identity solutions using AuthN / AuthZ protocols * 1+ year of experience developing applications including SaaS and PaaS integrations * BS degree in computer science, Information Security, or related discipline, or equivalent experience * Experience with PowerShell and IAM protocols (SAML, OAuth, SCIM, and OpenID Connect) * Web Technologies experience in XML, RESTful APIs/SOAP, and web and application servers * Java BeanShell/JavaScript, JSP/Servlets, SQL skills * Experience related to Automated testing software configuration would be preferred * Experience in designing UI using HTML and CSS 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 Senior Creative Strategist is an in-office role responsible for providing creative direction and strategic design oversight across all content mediums produced by Corporate Communications. These include multimedia (video, podcasts, graphic design), print materials (brochures, bin pieces), and digital content (social media, corporate websites). This individual will collaborate with the Multimedia Design Team-comprising graphic designers, motion graphic artists, and video producers-as well as key stakeholders such as executives, Global Private Client, Private Client Group Marketing, Institutional organizations, and external design agencies. The Senior Creative Strategist will conceptualize and produce innovative materials that align with the firm's brand, inspire action, and drive measurable results. Reporting to the Multimedia Design Team Leader, this role requires expertise in design, brand management, and storytelling to deliver high-quality, impactful content that supports the firm's business objectives. The Day-to-Day: Create digital, motion graphic, and print materials for use in brochures, articles, social media posts, videos, corporate websites, and more, targeting both U.S. and international markets Balance creative ideation and concept development with production work to meet department needs Partner with internal graphic designers, copywriters, and external illustrators or agencies to develop new creative assets Generate innovative ideas for testing, with the goal of improving performance metrics Adhere to style guides, brand standards, and internal marketing best practices Maintain and update style guides, in collaboration with internal stakeholders and marketing partners Present creative ideas to business stakeholders and department leadership Work with project managers to prioritize tasks and meet critical deadlines Use industry-leading design tools (e.g., Figma, Adobe Creative Cloud) to execute design work and harness generative AI tools to accelerate the creative process Operate within a cloud-based project management system to field and fulfill requests Perform duties onsite, under direct supervision, in a team-based and open office environment Your Qualifications: 5+ years of graphic design experience in a business, corporate, or agency setting Experience across digital, print, and multimedia design formats Bachelor's degree or equivalent combination of education and experience required Advanced knowledge of Figma and Adobe Creative Suite (e.g., Photoshop, Illustrator, After Effects) Proficiency in Microsoft Office software Expertise in graphic design, multimedia production, and creative strategy Ability to translate business requirements and briefs into creative solutions Excellent verbal and written communication skills High attention to detail and ability to adapt to changes in a fast-paced, team environment Strong time management and workload prioritization skills Ability to work in a corporate office environment Monday through Friday 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: $80,200 - $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

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 continuing to invest in the future of our firm's technology and information security. Our business is growing internationally, which emphasizes the need to build an unparalleled global team that inspires future scale through strategic solutions, innovation, mentoring, and tight knit teamwork. The Opportunity: The Enterprise Architect will develop data architecture across the organization, providing expertise, and resolving conflicts in data architecture projects by analyzing business needs and managing the quality of deliverables created. You will drive alignment on data architecture principles, foster cross-functional collaboration, and ensure that data capabilities are scalable and aligned with enterprise AI goals. You will report to the Vice President, Enterprise Architecture and Standards. The Day-to-Day: Design and evolve enterprise-level semantic data models, including logical and conceptual models, ontologies, and domain definitions Partner with product, data, and engineering teams to define domain-driven data contracts that support AI, analytics, and operational needs Collaborate with governance, AI/ML, and metadata teams to support computational governance and automated metadata enrichment Evaluate AI-generated code for accuracy, performance, and clarity Build data architecture and applications that ensure reporting, analytics, data science, and data management and improve accessibility, efficiency, governance, processing, and quality of data Lead the standardization of metadata practices across domains, ensuring discoverability, lineage, and governance Enable scalable and interoperable semantic layers across data platforms (e.g., Lakehouse, Knowledge Graphs, Data Warehouses) Provide strategic guidance on data modeling techniques (3NF, dimensional, Data Vault, RDF/OWL) and drive adoption of best practices Strong collaboration skills, working cross-functionally with data product owners, engineers, data scientists, and governance teams Provide feedback that directly shapes the next generation of AI models Knowledge of Machine Learning Operations (MLOps) workflows and tools for deploying, managing, and monitoring AI models in production Extensive experience building big data pipelines Your Qualifications: 10+ years of experience with Data technologies (e.g., Databricks, Neo4j, Pinecone) and architecture 2+ years of experience with Data-focused A1 tools Experience optimizing data, CI/CD process and tools, test frameworks & practices Experience with ETL (Azure Data Factory/SSIS) and knowledge of a variety of data platforms and ingestion patterns including events and streams Must be proficient in SQL and experience with R, Python, or JavaScript Proficient in tools such as Purview, Unity catalog, Erwin or other semantic/metadata platforms Deep experience with Microsoft Azure and their AI and data services Bachelor's degree in Computer Science, Information Systems, Engineering, or equivalent experience through work experience Experience working with investments industry Data modeling experience for investments 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

About Gordon Brothers: Since 1903, Gordon Brothers has helped companies unlock the potential of their assets. Our solutions-oriented approach combined with over 120 years of industry knowledge enables clients to get the most value from their assets with tailored solutions across asset services, asset lending and financing, and asset trading. Leveraging our deep expertise in retail, industrial, brands and real estate, we work closely with clients globally to determine the value of, lend against, or buy and sell their assets to help them achieve their business goals. At Gordon Brothers, we foster a culture of collaboration and creativity to find unique and innovative solutions for our clients. We take pride in fostering an engaging, inclusive culture and encouraging employees to bring new ideas to the table, develop their skills, and build dynamic and fulfilling careers. For more information, please visit *********************** Description Role Overview As Gordon Brothers advances its enterprise-wide digital transformation agenda, artificial intelligence (AI) has become central to the way we modernize operations, enhance decision-making, and deliver innovative client solutions. We are seeking to build applied AI capabilities within the organization-focused on practical, value-driven implementations rather than research or theoretical development. This role will enable our Digital Transformation team to accelerate delivery of AI-powered tools and automations using low-code and no-code platforms and industry leading LLMs. These environments are already embedded within our digital ecosystem and represent the fastest path to scalable AI adoption across business units. The AI Specialist will act as a bridge between software engineering and business operations-helping teams leverage AI safely, efficiently, and responsibly. This position aligns with Gordon Brothers' strategic goals of enhancing productivity, operational resilience, and data-driven decision-making. The ideal candidate will combine technical fluency with a pragmatic approach to business transformation, enabling Gordon Brothers to leverage AI safely and effectively across internal and client-facing applications. This individual will work closely with the Managing Director of Digital Transformation to define the AI roadmap, establish best practices, and enable cross-functional collaboration. The role requires a balance of technical proficiency, business acumen, and innovative problem-solving. Key Responsibilities Product Roadmap Partner with business stakeholders to identify use cases, assess feasibility, and translate needs into actionable AI applications. Align AI initiatives with business objectives, regulatory requirements, and customer needs. Identify high-value AI use cases (e.g., credit analysis, report drafting) and prioritize them for development. Backlog Management & Delivery Own and manage the product backlog, ensuring clear user stories and acceptance criteria. Use AI tools to optimize backlog prioritization based on ROI, customer sentiment, and technical complexity. Drive sprint planning, refinement, and release management in Agile or hybrid environments. Stakeholder Engagement Act as the voice of business and customer, translating needs into actionable requirements. Support internal capability building by creating documentation, conducting workshops, and mentoring colleagues on AI literacy. Collaborate with cross-functional teams (data scientists, engineers, compliance, risk) to ensure smooth delivery. Communicate progress, risks, and outcomes to senior leadership and stakeholders. Regulatory Compliance & Risk Management Ensure AI products comply with financial regulations (e.g., AML, GDPR, KYC) and internal governance frameworks. Partner with legal and risk teams to address ethical AI practices, bias mitigation, and data privacy concerns. Technical Integration Architect and implement AI-driven features and automations within off the shelf LLMs (such as ChatGPT, Perplexity, Gemini, etc.) and low-code/no-code tools (e.g., Power Apps, Salesforce, Jira, QuickBase, Netsuite, ServiceNow). For more advanced use cases, you will partner with Software Solutions (engineering) to deliver a solution. Work with engineering teams to validate model performance and maintain explainability standards. Performance Monitoring & Continuous Improvement Define KPIs for AI product success (e.g., model accuracy, adoption, ROI). Gather feedback and iteratively enhance product offerings based on market trends and user insights. Stay current on AI advancements and competitive landscape to maintain product relevance. Governance and Compliance: Ensure responsible and ethical AI practices, including data privacy, model transparency, and bias mitigation. Collaborate with Legal/Compliance and IT Security to align implementations with corporate standards. Gordon Brothers offers a very competitive total compensation package, including base salary and bonus plan, health insurance, dental benefits, a generous 401(k) match, time off benefits, and more. In compliance with the Americans with Disabilities Act (ADA), please contact the Human Resources department if you have a disability and need reasonable accommodation with any part the application process. Requests will be considered on a case-by-case basis. Gordon Brothers is an Equal Opportunity Employer. #LI-Remote

It's an exciting time to be a member of Fisher Investments; we're investing in the future of our firm's technology and building our team to provide the data insights necessary to accelerate our global growth. We are looking for a Senior Business Intelligence Developer to support our Corporate Services Technology team. If you are looking for an opportunity to make a difference as we develop scalable and strategic solutions, we want to hear from you! The Opportunity: The Senior BI Developer plans and delivers business intelligence solutions for various business groups using a variety of software systems. You elicit requirements from partners, translates requirements into scalable, repeatable, and consistent solutions; and designs, develops, and deploys software and applications. If needed, you will collaborate with other business intelligence personnel to design and implement reusable data models that can be used by automated reporting solutions, including business intelligence platforms, dashboards, reports, or presentations. You are responsible for platform and solution support and operations and manage medium-to-large Business Intelligence projects. You will report to the Corporate Services Technology Team Leader. The Day-to-Day: Recommend, implement, maintain, support, and improve business intelligence solutions, including designing, coding, testing, and deploying data marts, dashboards, and reports Independently manage product issues such as defects, patches, and upgrades, including deployment, testing, and post-production validation Define, guide, and deliver medium-to-large business intelligence projects from beginning to end Test business intelligence solutions, including creating test plans/cases/scripts and building test plans Provide operational support and incident management for assigned systems, including proactively updating internal clients and relevant parties on status changes and issues encountered Author and maintain accurate and up-to-date documentation for processes, procedures, and dashboard/report designs Develop and deliver training about data marts, and business intelligence including continuing education and initial training for new users Your Qualifications: 10+ years' experience with business intelligence methods including hands-on work with modern BI platforms such as Power BI and Microsoft Fabric 5+ years' experience in Power BI including data modeling, transformations, measures & visualizations, and performance optimization 3+ years' experience with Azure cloud services, particularly Azure Synapse Analytics, Azure Data Factory (ADF), and related components Proficiency in programming and query languages such as SQL, DAX/MDX, and knowledge in Python/R is plus Strong experience with tabular/semantic model design for large-scale enterprise models using Analysis Services or Power BI Advanced data analysis, and analytical thinking skills with the ability to translate complex data into actionable insights Bachelor's/Master's degree or equivalent combination of education/experience required 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. The Opportunity: You will report to the AVP of Technology Business Services and lead in designing, developing and implementing an application and business architecture blueprint. You will 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. The Day-to-Day: * Manage the application development team to ensure quality on time 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 solution development is aligned with our goals and architectural principles * 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 * Define and coordinate the activities of various architecture working groups * Work with technology leaders to decide technology direction, set goals consistent with the business 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 * Work with the AVP to develop and manage architecture processes to establish sound architectural practices in all phases of the solution development lifecycle * Recommend to the AVP the appropriate information and application architecture approaches for distributed component services and information flow * Develop and proactively manage the portfolio of application and technology initiatives Your Qualifications: * 7+ years industry experience with focus on technology architectures * Broad technology experience throughout systems development lifecycle, and various areas * of technology architecture (infrastructure, application architecture, data architecture, integration) * Strong knowledge of processes and technologies used in the securities industry * Strong understanding of software application architectures and infrastructure technologies * Experience managing development teams to achieve tight time frames on budget * Experience with commercial software product development * Solid understanding of the investment management and wealth management industry * Be a coach, building the design and development skills of other team members * Experience in business process modeling * Experience in 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

Fisher Investments is growing quickly in its reach, both domestically and abroad, which means there is an ever-increasing amount of demand to compensate our Salespeople on their successes. Keeping them motivated to achieve future growth is critical, and our Commissions Team is an important part of that. The Opportunity: The Commissions Team drives the execution of our commission plans by applying information from important applications across the firm, completing complex data calculations to building the commission plans across all product lines and business entities. As a Commission Analyst, you will join a group that is not only trusted to deliver accurate results, but also partners with our sales and management teams across the globe. The-Day-to-Day Process monthly and quarterly commissions and bonuses from end-to-end (you will work on the entire process from data sourcing, calculations and statements, all the way through to payroll) Implement contracts by translating written agreements with employees into usable, mathematical equations Review data outputs to identify and eliminate financial discrepancies related to commission payouts Build accurate and scalable systems while taking into account efficiency and process Perform financial data analytics to identify trends, concerns and areas for process and reporting improvements Ensure high-level goals of the contracts are being achieved Audit transaction level data for accuracy Prepare various monthly and ad hoc reports Collaborate with the Commissions team to automate and improve processes Your Qualifications: 5+ years of experience with data warehousing and data mining Bachelor's degree (Advanced degree preferred) or a combination of commensurate experience Advanced Excel (can perform complex functions) and Microsoft Access experience Intermediate mathematic skills and experience auditing large datasets Experience with financial reporting Compensation: $70,000 - $105,000 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 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: The Senior Creative Strategist is an in-office role responsible for providing creative direction and strategic design oversight across all content mediums produced by Corporate Communications. These include multimedia (video, podcasts, graphic design), print materials (brochures, bin pieces), and digital content (social media, corporate websites). This individual will collaborate with the Multimedia Design Team-comprising graphic designers, motion graphic artists, and video producers-as well as key stakeholders such as executives, Global Private Client, Private Client Group Marketing, Institutional organizations, and external design agencies. The Senior Creative Strategist will conceptualize and produce innovative materials that align with the firm's brand, inspire action, and drive measurable results. Reporting to the Multimedia Design Team Leader, this role requires expertise in design, brand management, and storytelling to deliver high-quality, impactful content that supports the firm's business objectives. The Day-to-Day: Create digital, motion graphic, and print materials for use in brochures, articles, social media posts, videos, corporate websites, and more, targeting both U.S. and international markets Balance creative ideation and concept development with production work to meet department needs Partner with internal graphic designers, copywriters, and external illustrators or agencies to develop new creative assets Generate innovative ideas for testing, with the goal of improving performance metrics Adhere to style guides, brand standards, and internal marketing best practices Maintain and update style guides, in collaboration with internal stakeholders and marketing partners Present creative ideas to business stakeholders and department leadership Work with project managers to prioritize tasks and meet critical deadlines Use industry-leading design tools (e.g., Figma, Adobe Creative Cloud) to execute design work and harness generative AI tools to accelerate the creative process Operate within a cloud-based project management system to field and fulfill requests Perform duties onsite, under direct supervision, in a team-based and open office environment Your Qualifications: 5+ years of graphic design experience in a business, corporate, or agency setting Experience across digital, print, and multimedia design formats Bachelor's degree or equivalent combination of education and experience required Advanced knowledge of Figma and Adobe Creative Suite (e.g., Photoshop, Illustrator, After Effects) Proficiency in Microsoft Office software Expertise in graphic design, multimedia production, and creative strategy Ability to translate business requirements and briefs into creative solutions Excellent verbal and written communication skills High attention to detail and ability to adapt to changes in a fast-paced, team environment Strong time management and workload prioritization skills Ability to work in a corporate office environment Monday through Friday Compensation: $100,000 - $135,000 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