Institutional Client Operations Specialist

Institutional Client Operations Specialist

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The Fisher Investments Institutional Group (FIIG) serves a global client base of diverse investors, including but not limited to : governments, pension funds, foundations and endowments, insurance and financial institutions, and healthcare organizations. As an Institutional Client Operations Specialist, you will have the opportunity to challenge yourself and grow by interacting with members of Senior Management, Research, Investment Ops, Finance and Legal, all while developing expertise surrounding Institutional asset management. You will report to the team leader of Institutional client operations.

You will develop the skills required to drive long-term projects relating to new Institutional clients, Institutional fund vehicles, Institutional client onboarding, and Institutional client service. You will learn nuances of regulatory regimes in over 20 countries, and develop the ability to converse intelligently with legal counsel and compliance officials both internally and externally. We are looking for someone who can build long-term internal and client-related projects. Within the first year, you will be adding value to our team by serving as subject-matter expert surrounding Institutional asset management, client onboarding, regulatory complexities, and internal process improvements.

The Day-to-Day :

• Be a point of contact for our Institutional client requests, ensuring our clients receive the best service possible
• Manage large cash flows
• Coordinate complex reporting requirements for our clients
• Onboard new accounts using the appropriate processes and procedures
• Manage the maintenance of Institutional fund vehicles by coordinating with custodians, internal teams and global regulatory bodies
• Create, develop, document and implement workflows and process improvements to serve the needs of our international institutional investors
• Understand and document the nonstandard operational issues typical of accounts trading in international markets, directed brokerage relationships, and other unique institutional trading operations

Your Qualifications :

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 :

FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER