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 Business Analyst to support our Marketing and Corporate Communications Technology Services team. If you are looking for an opportunity to make an impact as we develop scalable and strategic solutions to support our global growth, we want to hear from you!
The Opportunity:
Fisher Investments is looking for an experienced and business-focused Business Analyst to support Fisher Investments' web platforms. You will work closely with stakeholders to identify business needs and define clear, actionable requirements that guide the development of modern Salesforce CRM-driven, and Portfolio Management integrated digital solutions. You will report to the Digital Engineering Manager
The Day-to-Day:
- Be the primary bridge between the Private Client Group and the Digital Engineering team to gather and document needs
- Create detailed documentation such as Business Requirement Documents (BRDs), user stories, process flows, and use cases for new and evolving web products
- Conduct stakeholder interviews, lead requirement workshops, and facilitate discovery sessions
- Define and manage product requirements across platforms, including Salesforce Experience Cloud, CRM systems, and PMG tools
- Collaborate with product owners and developers to ensure requirements are technically feasible, aligned to roadmap goals, and support priorities
- Ensure that non-functional requirements, including compliance, performance, security, and scalability—are clearly defined and addressed
- Support the testing lifecycle, including UAT planning, test-case validation, and release sign-off
- Monitor and communicate status, changes, and risks related to our requirements throughout the development lifecycle
Your Qualifications:
- 5+ years of experience as a Business Analyst working on client-facing digital platforms or enterprise web applications
- Strong experience developing BRDs and functional specifications that serve both business and technical audiences
- Experience partnering with sales/advisory teams—preferably in financial services—to translate business goals into digital product requirements
- Familiarity with CRM systems and financial services tools such as PMG, or equivalent wealth management applications
- Experience working with hybrid Agile de