Equity Research Data Program Manager

Company: Fisher Investments
Location: Gresham
Posted on: April 7, 2025

Job Description:

The Opportunity: -Are you interested in solving puzzles and managing solutions? - The Fisher Investments' Equity Research Data Program Manager (PM) role is to accelerate our transition to cutting-edge technology and systems. Make a significant impact on Research's capabilities and contribute to our vision by aiding in portfolio outperformance and scaling the business for the future. - -Optimize vendor relationships, test Artificial Intelligence (AI) solutions, centralize data and collaborate across the Portfolio Management Group and IT to ensure success. You will report to the Securities Research Manager. -The Day-to-Day:

• Lead strategic data and vendor projects throughout the Research Department to solve business problems - developing and managing to a strategic technical roadmap
• Project plan & coordinate the efforts of the research team and our diverse portfolio of external vendors to maximize value, including holding vendors accountable with score cards and reporting
• Foster a collaborative environment and hands-on development through testing and implementing cutting-edge technology
• Communicate across from the individual contributor to the executive level in written reporting and verbal presentations
• Collaborate with motivated peers who share a passion for learning and support Research members at all levelsYour Qualifications:
  • 8+ years project management experience managing projects for data, vendors and/or technical solutions
  • Experience working with Factset to produce applicable insights-centric to equity performance
  • Demonstrated experience managing complex, collaborative, interconnected projects
  • Experience maximizing value from outside vendors
  • Experience communicating with multiple audiences over several platforms, including executive-level stakeholders
  • Passionate about collaborating to solve large-scale challengesCompensation:
    • $100,000 - $130,000 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 performanceWhy 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

Keywords: Fisher Investments, Gresham , Equity Research Data Program Manager, Executive , Gresham, Oregon