Fisher Investments UK
Institutional Client Onboarding Analyst
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Institutional Client Onboarding Analyst
Institutional Client Onboarding Analyst
The Opportunity
The Institutional Client Onboarding Analyst collaborates closely with Sales Relationship Managers, Service Relationship Managers, international institutional clients and consultants, international custodians, and cross-functional internal teams to on-board and manage accounts for international institutional investors.
In this project manager role, you will:
- Streamline complex processes
- Resolve operational challenges related to international accounts trading in global equity markets
The Day-to-Day
- Manage the onboarding of new institutional segregated and fund accounts
- Act as a subject matter expert for international institutional funds and separately managed accounts
- Research and resolve operational issues for international investor accounts, engaging other teams as needed
- Support Institutional Client Services Relationship Managers and Sales Relationship Managers with complex client service requests
- Assist the Institutional Client Operations Team Leader in:
- Training and workflow management for team members
- Peer reviewing sensitive operations items
- Create, develop, and implement workflows to improve additions, withdrawals, account setup, and changes
- Document and address nonstandard operational issues in:
- Accounts trading in international markets
- Directed brokerage relationships
- Unique institutional trading operations
- Coordinate with international custodians to support:
- Trading, implementation, and operations for institutional accounts
- Understand and monitor compliance requirements, including:
- Ethical codes and internal policies relevant to international institutions
- Facilitate contract negotiations between clients and internal teams, including Legal and Senior Management
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Your Qualifications
- Bachelor’s degree or equivalent education/experience required
- 5+ years of experience in institutional financial operations/onboarding
- Experience with fund sub-distribution and database platforms (preferred)
- Strong qualitative and/or quantitative skills
- Proven project management expertise
- Excellent verbal and written communication abilities
- Ability to adapt quickly in fast-paced, collaborative environments
- Strong multitasking and time management skills
- Proficiency in Microsoft Office software
Why Fisher Investments Europe
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Fisher Investments Europe prioritises clients first, delivering unmatched service and a personalised investment approach. Our values guide us:
- Client-aligned fee structures
- Recognised European custodians
Employee Benefits
- 100% paid premiums for supplemental health plans covering employees and dependents (medical, dental, annual health screening)
- 28 days annual leave (plus purchasable additional days), plus 8 paid holidays
- Enhanced maternity pay: Up to 16 weeks at full base pay for eligible employees
- $10,000 benefit for fertility, hormonal health, and family-forming support (local currency equivalent for non-US employees)
- Retirement pension plan with:
- 9% company contribution of base pay
- Additional 5% company match on personal contributions
- Up to £50/month gym subsidy
- Employee Assistance Program and emotional wellbeing resources
- Collaborative workplace fostering training, support, and employee appreciation
Work Environment
- Based in a hybrid role (subject to eligibility based on tenure and performance)
- All employee benefits begin in an office-first capacity
Fisher Investments Europe is an Equal Opportunity Employer
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