Investment Operations Associate

Overview

Now hiring for early 2026!

Do you put great importance on having a role where your work has an impact on behind-the-scenes operations? As a Fisher Investments’ Investment Operations Associate you will work with other internal groups and external parties, such as brokerage firms and our custodian partners around the world, helping our investment process from an operations standpoint.

The Opportunity :

The Investment Operations Group operates within our Portfolio Management Department and helps ensure client portfolios reflect accurate investment activity, holdings, asset pricing and related information. This carries with it many downstream impacts including accurate reflection of clients’ account values, performance and reporting.

Investment Operations gives you the opportunity to quickly learn the nuances of global market structure, trade processing, and industry-standard practices. This is an outstanding opportunity to learn about operations at Fisher Investments’ and across the industry.

The Day-to-Day :

• Troubleshoot time-sensitive operational issues with tangible impact to the firm / clients
• Work in a fast paced environment with counter-parties worldwide to prevent and resolve problems
• Setup new accounts and securities in systems; Reconcile account activity to ensure records and performance accuracy
• Report to a Team Leader who will be invested in your professional development
• Help with department-wide projects to build infrastructure for Fisher Investments’ international client expansion
• Use both proprietary and industry-standard investment operations-related systems
• Look for opportunities to improve efficiency and accuracy and use technology to improve processes
• Excel with setting priorities and completing your task list while helping with additional needs

Your Qualifications :

Tech skills preferred : MS Access, VBA, Sequel, JAVA, Python  (demonstrates familiarity with coding languages and a foundational understanding of similar fluencies – not required but preferred )

Compensation :

$55,000 - $68,000 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 :

FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER