Fisher Investments UK
Competitive Resources Associate
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Overview
The Competitive Resources (CR) team exists to support Fisher's Private Client Group International (PCGI) Sales and Service organisations in better understanding the competitive landscape. We research individual competitors, stay informed about and uncover industry trends, and serve as internal experts on Fisher's place in the broader financial landscape.
The Opportunity
As a CR Associate, you will complete research requests daily to assist the sales and service organisations better gain and retain assets, as well as build materials and presentations to help inform and educate Fisher's UK and European businesses. You will gain an in-depth perspective of the industry in ways that few in Fisher have an opportunity to do, which can prepare you for and propel you into future opportunities. You will report to your Team Leader who will be invested in your professional development and success in the role. You will build your written communication abilities, research skills, project management experience, industry and Fisher knowledge.
The Day-to-Day
- Handle incoming requests, from initial research to working with Analysts to communicate findings to other team requestors across the firm
- Create new written materials on competitors, trends and products as needed
- Support multiple PCGI projects aimed at deepening the team's engagement with the businesses we support and increasing the effectiveness of the team's efforts
- Create presentations or other informational material to be used in small group and large format trainings across the firm
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Your Qualifications
- Full professional proficiency in English is required. Additional fluency in a European language (e.g., French, German, Spanish, Italian, Swedish, Danish) is considered a significant asset
- A university degree or equivalent combination of education and experience
- Work well in a collaborative setting
- Commitment to maintain quality of work while sticking to a timeline
- Be innovative when it comes to finding new ways to benefit the business
- Demonstrated ability to handle competing demands efficiently
- Develop a clear and organised writing style that can distil complicated topics into short, easy-to-consume summaries
- Have understanding of the inner workings of the financial services industry and use that knowledge to help arm Sales and Service organisations and educate current and prospective clients
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.
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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 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
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