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Private Client Advice Internship
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Overview
Fisher Investments Europe is the European subsidiary of Fisher Investments, a privately-held investment management firm that provides professional discretionary portfolio management services for high net worth private clients and some of the world's preeminent institutions. Our organisation is looking for a Finance Intern to help our Private Client Advice teams and support our rapidly expanding business.
The Opportunity
As an Intern you will be involved in helping balance team workflow generated by our Private Client Directors along with helping members of the team with administrative tasks, assisting in dealing with requests from various departments and preparing materials for inclusion within client proposals. This is a fantastic opportunity for anyone looking to start a career in financial services and will give interns an in-depth understanding of the industry and of a firm that is expanding rapidly.
The Day-to-Day
- Liaise with external parties to gather information on prospective clients’ current investments
- Prepare resources for prospective client meetings
- Produce reports of prospective clients’ current investments with outside providers
- Help review client profiles, identify cash flow requirements, current assets and potential account structures based on funding sources
- Prepare and send resources to current clients
- Assist in formulating elevations for senior management
- Run cash flow and portfolio simulations for inclusion in the proposals
- Contact losing providers for plan information
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Your Qualifications
- Strong oral and written articulation skills
- Ability to collaborate well within a team
- Have a will-do attitude, be responsible, accountable and driven
- Be efficient and coordinated
- Highly reliable and accurate
- A keen interest in the financial services industry
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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Benefits
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
FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
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