Fisher Investments Europe
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, consultants, custodians, and various internal teams to onboard and maintain accounts for international institutional investors. This role acts as a project manager to enhance existing processes and address operational challenges stemming from the complexity of international accounts trading in overseas equity markets.
Day-to-Day Responsibilities
- Manage the onboarding of new institutional segregated and fund accounts
- Serve as a subject matter expert for international institutional funds and separately managed accounts
- Research and resolve operational issues related to international institutional investor accounts
- Provide assistance to Institutional Client Services Relationship Managers and Sales Relationship Managers with complex client service requests
- Support the Institutional Client Operations Team Leader in:
- Training Institutional Client Operations Team members
- Managing workflows
- Conducting sensitive peer reviews
- Develop, document, and implement workflows and process improvements to streamline handling of:
- Account additions
- Withdrawals
- Account set-up operations
- Changes in accounts
- Document non-standard operational issues that commonly arise in:
- Accounts trading in international markets
- Directed brokerage relationships
- Unique institutional trading operations
- Coordinate with international institutional custodians for:
- Trading support
- Implementation
- Account operations
- Monitor compliance issues related to:
- International institutional industry
- Unique codes of ethics
- Internal requirements
- Create, document, and implement policies and procedures
- Facilitate contract negotiations between clients and internal teams (including Legal and Senior Management)
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Qualifications
- Bachelor’s degree (or equivalent combination of education and experience)
- 5+ years of experience in institutional financial operations or onboarding
- Preferable experience with:
- Fund sub-distributor support
- Database platform support
- Highly developed qualitative/quantitative skills
- Strong project management skills and experience
- Excellent verbal and written communication skills
- Ability to adapt to changes in a fast-paced, team-driven environment
- Ability to prioritise workload and manage time across tasks
- Proficiency in Microsoft Office software
About Fisher Investments Europe
Fisher Investments Europe is committed to client-first service, taking a personalised approach to investing with a simple and transparent fee structure and recognised European custodians.
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Benefits
- 100% paid premiums for:
- Supplemental medical plans
- Dental plans
- Annual health screening coverage
- Benefits extended to employees and their dependents
- 28 days’ annual leave (with ability to purchase up to 3 additional days)
- Up to 8 paid holidays
- Enhanced maternity pay package:
- 16 weeks’ top-up to full base pay for eligible employees
- Familial benefit:
- $10,000 equivalent (or local currency value) for:
- Fertility treatments
- Hormonal health programmes
- Family-forming benefits
- $10,000 equivalent (or local currency value) for:
- Retirement pension plan with:
- 9% company contribution (based on base pay)
- Additional company match of up to 5% on personal contributions
- Gym subsidy of up to £50/month
- Employee Assistance Program and emotional wellbeing services
- Collaborative working environment with ongoing support for:
- Training
- Educational development
- Employee appreciation initiatives
Working Conditions
This is an in-office role. Eligible employees may be able to participate in our hybrid remote work programme, based on role, tenure, and performance. Programme availability is subject to change.
Fisher Investments Europe is an equal opportunity employer
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