Fisher Investments is an independent, privately-held money management firm founded in 1979 with tens of billions under management. With primary offices in the San Francisco Bay Area and Pacific Northwest, the firm serves more than 100 large institutions and 25,000 private clients. We foresee continued growth in the period ahead due to the launch of several new business units and international expansion underway, and are now searching for a highly talented individual to join our team.
The Internal Auditor position will report to the Internal Audit Manager, and will assist in the audit of a broad range of functions throughout the company. Audits will focus on assessing risk and evaluating control procedures throughout the firm. This position is located in San Mateo, California.
- Position reports to the Internal Audit Manager and assist in operational, compliance and financial audits for a broad range of functions throughout the company
- Assist in the development of an effective internal audit program designed to assess risk and test internal controls within the department
- Evaluate system of internal controls and efficiency of operations
- Review compliance with applicable laws and regulations
- Document internal controls and procedures
- Understand and diagram workflow between functional areas
- Prepare management reports to communicate audit results
- Provide recommendations for business process improvements and internal controls
- Bachelor's degree or equivalent combination of education and experience required
- Previous audit experience preferred
- CPA preferred
- 2-3 years experience in the financial services industry preferred
- Advanced knowledge of Microsoft Excel and Word required
- Strong written and documentation skills required
- Ability to understand and analyze operational functions and processes and interdepartmental relationships
- Excellent problem solving skills
- Excellent interpersonal and communications skills
- Competitive base salary with a rewarding bonus structure
- Full medical, dental, vision benefits (less deductibles)
- 401(k) plan with 50% company match
Thank you for your interest in our firm. We look forward to hearing from you!
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER.
Fisher Investments - 16 months ago
Fisher Investments is an independent, privately-owned money management firm serving institutions and affluent individuals primarily in North...