Strategic Initiative Leader - Quantitative Programs (GARLAND)

The Opportunity:

The Quantitative Program Vice President works in the office as the subject matter expert in portfolio construction and risk analytics to identify and prioritize projects to support Fisher Investments' Portfolio Management (PMG) Strategic Initiatives program. You will report to the vice president and mentor team members to perform testing, support analysis, and make recommendations with other senior members of the portfolio management group. You will use quantitative research and qualitative methodologies to support PMG's priorities to develop innovative solutions to meet our clients' investment goals.

The Day-to-Day:

• Provide leadership and subject matter expertise for programs that cross multiple teams / departments in the areas analytics, risk management, back-testing and portfolio construction/automation.
• Manage prioritized programs and ensure successful delivery of the intended measurable outcomes and value proposition
• Support strategic innovation by assessing needs, evaluating solutions, and implementing new programs to solve, improve, or create significant benefits or opportunities
• Support relationships with important partners representing all business units impacted by the program which may include IT, Legal and Compliance, Human Capital, Third-party Vendors, and other PMG teams
• Create and oversee training materials and development for teams and other business units
• Coach, mentor, and train program team members on program-specific knowledge and products
• Identify, build, and track applicable metrics to evaluate success and determine areas for improvement
• Prioritize and communicate with partner vendors the importance of new feature enhancements that have significant impact on the quality of solutions provided
• Organize adequate research and testing, communicating the results to guide production rollout and continued strategy optimization settings for ongoing production
• Contribute to education of Fisher employees on the solutions recommended during roll out and ongoing production use
• Lead change and transition management efforts within your team and across PMG

Your Qualifications:

• Bachelor's Degree or equivalent combination of education and experience required
• 10+ years of experience working hands on with optimization technology, leading and developing investment/portfolio related programs leveraging quantitative analytics
• Expertise in eliciting cooperation from several sources including senior management, internal clients, and other departments paired with excellent oral and written communication skills
• Can identify needs and design effective solutions
• 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
• Experience and proficiency working with portfolio construction tools including Axioma, Barra, and/or FactSet

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