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FULL_TIME

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It's the people that make the Fisher purpose possible, and to help our employees meet their long-term goals, we offer an array of benefits, including: 100% paid premiums for our top-tier supplemental healthcare and dental plans for employees and their qualified dependents. As a Norwegian PCA Associate, you will support other team members, Analysts, Tied Agents and Investment Counsellors in providing regulated and suitable advice to prospective and existing clients of Fisher Investments Ireland.

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KBSkills

ACTIVE

The Opportunity: The Private Client Advice (PCA) group evaluates client and prospect goals, risk profiles, current investment strategies and structures to determine suitable asset allocation and benchmark recommendations. As a Norwegian PCA Associate, you will support other team members, Analysts, Tied Agents and Investment Counsellors in providing regulated and suitable advice to prospective and existing clients of Fisher Investments Ireland. You will learn to use data and insights to guide your recommendations. You will report to your Team Leader who will aid in your professional development and job training. The Day-to-Day:<ul><li>Prepare and format written proposals by collecting client information, using information from third-party vendors, and conducting analysis based on the existing assets, and running portfolio simulations</li><li>Partner with other internal groups to ensure smooth transition of cases</li><li>Work on ad hoc group projects to help increase efficiency</li><li>Use Excel (perform complex functions) and Adobe to customise proposals and produce detailed reports</li></ul>Your Qualifications:<ul><li>A University degree or equivalent combination of education/experience</li><li>Fluent language proficiency in: Norwegian (Written and Verbal)</li><li>Experience with financial planning and investment principles or industry exams preferable</li><li>Produce quality work within a target timeline</li><li>Eager to work in an energetic, collaborative environment to support high-volume output</li></ul>Why Fisher Investments Ireland: The global Fisher organization distinguishes itself by putting clients first, providing unmatched service, and taking a personalized approach to investing. You can feel confident knowing that Fisher Investments and Fisher Investments Ireland align with our clients' priorities by using a simple and transparent fee structure and recognized European custodians. It's the people that make the Fisher purpose possible, and to help our employees meet their long-term goals, we offer an array of benefits, including:<ul><li>100% paid premiums for our top-tier supplemental healthcare and dental plans for employees and their qualified dependents</li><li>28 days annual leave, with the ability to purchase up to 3 additional days per year, plus up to 11 paid holidays </li><li>Enhanced maternity pay package with 26 weeks' top up to full base pay for eligible employees</li><li>$10,000* fertility, hormonal health and family-forming benefit</li><li>A retirement pension plan, featuring a 9% company pension contribution of your base pay and an additional company match of up to 5% of base pay</li><li>Monthly gym subsidy of up to €50 per month</li><li>Employee Assistance Program and other emotional wellbeing services</li><li>A collaborative working environment that practices ongoing training, educational support and employee appreciation events</li><li>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.</li></ul>*Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency. FISHER INVESTMENTS IRELAND IS AN EQUAL OPPORTUNITY EMPLOYER

Fisher Investments

Norwegian Private Client Advice Associate

Adobe Product Family

Analysis Skills

Benchmarking

Career Development

Customer/Client Research

Dental Insurance

Employee Assistance Plan

Financial Planning

Green Business

Healthcare

Investment Strategy

Norwegian Language

Principal Component Analysis (PCA) 

Proposal Writing

Reporting Skills

Retirement Plan

Risk

Sales Prospecting

Team Lead/Manager

Team Player

Work From Home

monster

It's the people that make the Fisher purpose possible, and to help our employees meet their long-term goals, we offer an array of benefits, including: 100% paid premiums for our top-tier supplemental healthcare and dental plans for employees and their qualified dependents. As a Dutch PCA Associate, you will support other team members, Analysts, Tied Agents and Investment Counsellors in providing regulated and suitable advice to prospective and existing clients of Fisher Investments Ireland.

The Opportunity: The Private Client Advice (PCA) group evaluates client and prospect goals, risk profiles, current investment strategies and structures to determine suitable asset allocation and benchmark recommendations.  As a Dutch PCA Associate, you will support other team members, Analysts, Tied Agents and Investment Counsellors in providing regulated and suitable advice to prospective and existing clients of Fisher Investments Ireland. You will learn to use data and insights to guide your recommendations. You will report to your Team Leader who will aid in your professional development and job training. The Day-to-Day:<ul><li>Prepare and format written proposals by collecting client information, using information from third-party vendors, and conducting analysis based on the existing assets, and running portfolio simulations</li><li>Partner with other internal groups to ensure smooth transition of cases</li><li>Work on ad hoc group projects to help increase efficiency</li><li>Use Excel (perform complex functions) and Adobe to customize proposals and produce detailed reports</li></ul>Your Qualifications:<ul><li>A University degree or equivalent combination of education/experience</li><li>Fluent language proficiency in: Dutch (Written and Verbal)</li><li>Experience with financial planning and investment principles or industry exams preferable</li><li>Produce quality work within a target timeline</li><li>Eager to work in an energetic, collaborative environment to support high-volume output</li></ul>Why Fisher Investments Ireland: The global Fisher organisation distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to investing. You can feel confident knowing that Fisher Investments and Fisher Investments Ireland align with our clients' priorities by using a simple and transparent fee structure and recognized European custodians. It's the people that make the Fisher purpose possible, and to help our employees meet their long-term goals, we offer an array of benefits, including:<ul><li>100% paid premiums for our top-tier supplemental healthcare and dental plans for employees and their qualified dependents</li><li>28 days annual leave, with the ability to purchase up to 3 additional days per year, plus up to 11 paid holidays </li><li>Enhanced maternity pay package with 26 weeks' top up to full base pay for eligible employees</li><li>$10,000* fertility, hormonal health and family-forming benefit</li><li>A retirement pension plan, featuring a 9% company pension contribution of your base pay and an additional company match of up to 5% of base pay</li><li>Monthly gym subsidy of up to €50 per month</li><li>Employee Assistance Program and other emotional wellbeing services</li><li>A collaborative working environment that practices ongoing training, educational support and employee appreciation events</li><li>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.</li></ul>*Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency.  FISHER INVESTMENTS IRELAND IS AN EQUAL OPPORTUNITY EMPLOYER

Dutch Private Client Advice Associate

Dutch Language

Business Planning Specialist

The Business Performance and Forecasting Specialist will support the Performance Leader by transitioning tactical tasks from the US, such as invoicing quality checks and monthly accounting file delivery, while monitoring business performance, tracking forecasting, and identifying trends. Careers with Optum offer flexible work arrangements and individuals who live and work in the Republic of Ireland will have the opportunity to split their monthly work hours between our Dublin or Letterkenny office and telecommuting from a home-based office in a hybrid work model.

Optum is a global organisation that delivers care, aided by technology to help millions of people live healthier lives. The work you do with our team will directly improve health outcomes by connecting people with the care, pharmacy benefits, data and resources they need to feel their best. Here, you will find a culture guided by diversity and inclusion, talented peers, comprehensive benefits and career development opportunities. Come make an impact on the communities we serve as you help us advance health equity on a global scale. Join us to start Caring. Connecting. Growing together. In healthcare, evolution doesn’t just happen. It takes innovation, imagination, and a passion for solving problems in new and better ways. And innovation is taking place at a lightning-fast pace every day at Optum. As the fastest growing part of the UnitedHealth Group family of businesses, we’re expanding our team in Ireland and creating excellent opportunities for those who want greater purpose and more impact in their work. We’ll provide the investment, support, and resources to advance your career. You’ll provide the talent, ambition, and drive. At UnitedHealth Group and Optum, we want to make healthcare work better for everyone. This depends on hiring the best and brightest. With a thriving ecosystem of investment and innovation, our business in Ireland is constantly growing to support the healthcare needs of the future. Our teams are at the forefront of building and adapting the latest technologies to propel healthcare forward in a way that better serves everyone. With our hands at work across all aspects of health, we use the most advanced development tools, AI, data science and innovative approaches to make the healthcare system work better for everyone. The Business Performance and Forecasting Specialist will support the Performance Leader by transitioning tactical tasks from the US, such as invoicing quality checks and monthly accounting file delivery, while monitoring business performance, tracking forecasting, and identifying trends.Schedule: Full-time position with standard working hours of Monday – Friday, 9am – 5pm.Careers with Optum offer flexible work arrangements and individuals who live and work in the Republic of Ireland will have the opportunity to split their monthly work hours between our Dublin or Letterkenny office and telecommuting from a home-based office in a hybrid work model. Primary Responsibilities:<ul><li style="font-family:'tahoma'">Invoicing and Accounting Quality Checks: Conduct quality checks on invoicing processes and ensure accurate, timely delivery of monthly accounting files, reinforcing consistency in financial tracking and reporting.</li><li style="font-family:'tahoma'">Trend and Insights Analysis: Identify trends in coding volume and financial performance, delivering actionable insights for operational sites.</li><li style="font-family:'tahoma'">Reporting Transition: Manage critical monthly reporting tasks transitioned from the US, including accounting deliverables and coding/retrievals cost accrual.</li><li style="font-family:'tahoma'">WFM and Operations Liaison: Coordinate closely with the Workforce Management (WFM) team to ensure alignment on resource planning and act as a support bridge between onshore and offshore operations.</li><li style="font-family:'tahoma'">Frequent meetings with others across global time zones will require some calls to be made outside of standard business hours</li></ul>You will be rewarded and recognised for your performance in an environment that will challenge you and give you clear direction on what it takes to succeed in your role, as well as providing development for other roles you may be interested in.Required Qualifications:<ul style="margin-top:0in"><li>Understanding of financial processes, including invoicing and accounting</li><li>Ability to analyze data, identify trends, and provide actionable insights</li><li>Proficiency in managing and transitioning reporting tasks, ensuring accuracy and timeliness</li></ul>Preferred Qualifications:<ul style="margin-top:0in"><li>Collaboration skills to work effectively with WFM and operations teams</li><li>Experience in business performance monitoring, forecasting, or financial analysis</li><li>Familiarity with the healthcare industry and coding operations</li><li>Bachelor’s Degree in Business Administration, Finance, Accounting, or a related field</li><li>Relevant certifications in financial analysis or business performance management are a plus</li></ul>Soft Skills:<ul style="margin-top:0in"><li>Verbal and written communication skills</li><li>High attention to detail to ensure accuracy in financial tracking and reporting</li></ul>Please note you must currently be eligible to work and remain indefinitely without any restrictions in the country to which you are making an application. Proof will be required to support your application.All telecommuters will be required to adhere to the UnitedHealth Group’s Telecommuter Policy. At UnitedHealth Group, our mission is to help people live healthier lives and make the health system work better for everyone. We believe everyone–of every race, gender, sexuality, age, location and income–deserves the opportunity to live their healthiest life. Today, however, there are still far too many barriers to good health which are disproportionately experienced by people of color, historically marginalised groups and those with lower incomes. We are committed to mitigating our impact on the environment and enabling and delivering equitable care that addresses health disparities and improves health outcomes — an enterprise priority reflected in our mission.  Diversity creates a healthier atmosphere: Optum is an Equal Employment Opportunity employer and all qualified applicants will receive consideration for employment without regard to gender, civil status, family status, sexual orientation, disability, religion, age, race, and membership of the Traveller community, or any other characteristic protected by law. Optum is a drug-free workplace. © 2025 Optum Services (Ireland) Limited. All rights reserved.  #RPO #ClinicalSolutions #BBMRAQ

Optum

Business Performance & Forecasting Specialist

Accounting

Artificial Intelligence (AI)

Billing

Business Administration

Business Performance Management

Communication Skills

Data Analysis

Data Science

Detail Oriented

Ecosystems

Emerging Technology

Finance

Financial Analysis

Financial Reporting

Forecasting

Performance Analysis

Presentation/Verbal Skills

Problem Solving Skills

Programming Tools

Time Management

Trend Analysis

Workforce Management

Writing Skills

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