Institutional Client Onboarding Analyst

Description:

The Opportunity:

 

The Institutional Client Onboarding Analyst works directly with our Sales Relationship Managers, Service Relationship Managers, international institutional clients and consultants, international custodians, and various internal groups to on-board and maintain accounts for international institutional investors. The Institutional Client Onboarding Analyst acts as project manager to improve current processes and resolve operational issues associated with the complex workings of international accounts that trade in overseas equity markets.

 

The Day-to-Day:

 

Manage the on-boarding of new institutional segregated and fund accounts

Subject matter expert as it relates to international institutional funds and separately managed accounts

Research and resolve operational issues pertaining to international institutional investor accounts, at times working with other groups in the process

Assist the Institutional Client Services Relationship Managers and Sales Relationship Managers with complex client service requests

Assist the Institutional Client Operations Team Leader with the ongoing development of the Institutional Client Operations Team members including ongoing training, workflow management and peer reviewing sensitive items

Create, develop, document and implement workflows and process improvements to serve the needs of our international institutional investors as they relate to additions, withdrawals, account set-up, and changes to their accounts

Responsible for understanding and documenting the nonstandard operational issues typical of accounts trading in international markets, directed brokerage relationships, and other unique institutional trading operations

Coordinate with international institutional custodians to support the trading, implementation, and operations aspect of institutional accounts

Understand and monitor the compliance issues revolving around the international institutional industry, unique codes of ethics, and internal requirements; and create, document and implement policies and procedures

Coordinate contract negotiation between our clients and internal teams; including Legal and Senior Management

Your Qualifications:

Bachelor's degree or equivalent combination of education and experience required

Experience in institutional financial Operations/Onboarding required (5+ years)

Experience with fund sub-distributor and/or database platform support preferred

Highly developed qualitative and/or quantitative skills required

Excellent project management skills and experience

Excellent verbal and written communication skills

Ability to adapt to changes in a fast paced, team environment

Ability to prioritize workload and manage time across various tasks

Proficient in Microsoft Office software

Why Fisher Investments Europe:

 

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 we align with our clients’ best interests by using a simple and transparent fee structure and recognised 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:

100% paid premiums for our top-tier supplemental medical, dental and annual health screening plans for employees and their qualified dependents

28 days annual leave, with the ability to purchase up to 3 additional days per year, plus up to 8 paid holidays

Enhanced maternity pay package with 16 weeks’ top up to full base pay for eligible employees

$10,000* fertility, hormonal health and family-forming benefit

A retirement pension plan, featuring a 9% company contribution of base pay with an additional company match of up to 5% of base pay on personal contributions

Gym subsidy of up to £50 per month

Employee Assistance Program and other emotional wellbeing services

A collaborative working environment that practises ongoing training, educational support and employee appreciation events

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. 

*Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency.

 

FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER