Welcome page Returning Candidate? Log back in! Institutional Defined Contribution Senior Analyst Location US-FL-Tampa Category Sales Job ID 2025-16135 Overview

The Opportunity:

 

The Institutional Defined Contribution Senior Analyst works in the office and is responsible for analyzing and interpreting plan data from client organizations regarding their defined contribution plans. They prepare detailed case studies based on financial data to construct a clear, compelling narrative.

The Day-to-Day:

Analyzes and provides insights using complex datasetsManages a program to ensure the elements are completely and efficiently meeting the business requirementsManages all phases of various projects from envisioning through deploymentIdentifies potential process improvements, recommends solutions, and implements solutions to improve the efficiency of the departmentCoaches, mentors, and motivates team membersWorks onsite, under direct supervision, in a team-based and open office environment

Additional responsibilities may include:

Institutional Defined Contribution Senior Analyst: Conducting deep quantitative analysis of complex retirement plan datasets to identify trends, performance metrics and product impact; develop compelling case studies that showcase measurable benefits of our product, using both qualitative narratives and quantitative data; maintain data accuracy by validating sources, cleaning datasets and applying appropriate methodologies; monitor and interpret industry benchmarks to position our product competitively within the defined contribution space.

Your Qualifications:

Bachelor’s degree or equivalent combination of education and experience requiredHighly developed qualitative and quantitative skills required for interpreting large data setsAbility to analyze various situations and develop creative solutionsExcellent verbal and written communication skillsHigh level of attention to detailAbility to adapt to changes in a fast paced, team environmentAbility to prioritize workload and manage time across various tasksProficient in Microsoft Office softwareAbility to translate complex data into a clear, persuasive narrativeProfessional certifications such as the Qualified 401(k) Administrator (QKA) or Certified Employee Benefits Specialist (CEBS) 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 dependentsA 50% 401(k) match, up to the IRS maximum20 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 careThis 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

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