Business Process Associate

Posted Yesterday
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Plano, TX, USA
In-Office
Junior
Financial Services
The Role
Supports business process improvement initiatives through requirements gathering, process documentation, project tracking, testing, defect management, training materials, change management, and rollout support. Partners with business, technology, analysts, and program managers while developing foundational business analysis and project management skills. The role also supports Agile and Scrum activities, including user story writing, backlog management, UAT, and post-production validation.
Summary Generated by Built In
Overview

The Opportunity:


The Global Business Process Management Group is looking for a Business Process Associate to support business process improvements aligned with Global Business Private Group (PCG) goals. The Business Process Associate partners with Business Process Analyst, Program Managers, business stakeholders, and technology teams to support project execution, documentation, testing, and process improvement initiatives. This role provides an opportunity to develop foundational business analysis and project management skills whole contributing to solutions that improve operational efficiency and the experience of both internal and external clients.


The Day-to-Day:

  • Support Business process Analysts and Program Managers in the execution of business process improvement initiatives
  • Collaborate with business and technology partners to gather information, document requirements, and support project deliverables
  • Assist and maintain documentation processes, workflows, procedures, and project plans
  • Support User Acceptance Testing (UAT), test planning, test execution, defect tracking, and post-production validation
  • Create and maintain training materials, user guides, and process documentation to support business and technology changes
  • Assist in researching business problems, gathering data, and identifying opportunities for process improvements
  • Participate in project meetings, document action items, and follow up on assigned tasks
  • Support change management activities, including communication, documentation, training, rollout preparation and conduct hypercare in production
  • Learn Agile and Scrum methodologies while supporting user story writing, refinement, backlog activities, and project delivery
  • Build knowledge of Global PCG business processes, systems, and operational workflows while progressively taking on additional responsibilities

Your Qualifications:

  • 1+ years of experience in a role focused on the execution of business process improvement initiatives
  • Experience with project tracking software such as Confluence or Jira
  • High level of attention to detail
  • Ability to adapt to changes in a fast paced, team environment
  • Excellent communication skills
  • Ability to prioritize workload and manage time across various tasks
  • Proficient in Microsoft Office software
  • Bachelor's degree or equivalent combination of education and experience required

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

Skills Required

  • 1+ years of experience executing business process improvement initiatives
  • Experience with project tracking software such as Confluence or Jira
  • High attention to detail
  • Ability to adapt to changes in a fast-paced team environment
  • Excellent communication skills
  • Ability to prioritize workload and manage time across various tasks
  • Proficiency in Microsoft Office software
  • Bachelor's degree or equivalent combination of education and experience
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The Company
HQ: Plano, TX
7,000 Employees
Year Founded: 1979

What We Do

Fisher Investments is a fee-only investment adviser serving private clients and institutional investors globally. It provides tailored investment management and personalized service, managing assets through U.S. private-client, institutional, and international private-client business units. Its clients include families, businesses, corporations, pension funds, foundations, governments, and other institutions, and it offers retirement-planning guides and investment insights to help clients pursue long-term financial goals.

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