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Institutional Client Operations Analyst

Company: Fisher Investments
Location: Plano
Posted on: May 8, 2024

Job Description:

The Fisher Investments Institutional Group (FIIG) serves a diverse client base of investors, including corporate, pension funds, insurance and financial institutions, healthcare organizations, governments and more. The Institutional Group is a global team that works together to handle service and sales for institutional investors, internationally. Together, we serve clientele across multiple subsidiary businesses, over 30 countries, and several investment strategies, currencies, languages, time zones, and more!

The Opportunity:

The Institutional Client Operations Analyst works directly with our Sales & Service Relationship Managers, international institutional clients and consultants, international custodians, and various internal groups to on-board and maintain accounts for international institutional investors. You will report to the Team Leader onsite, who will support your skill and career development. This role also acts as a project manager to improve current processes, along with resolving operational issues associated with the complex workings of international accounts that trade in overseas equity markets.

The Day-to-Day:

  • Manage the on-boarding of new institutional segregated and fund accounts
  • Subject matter expert as it relates to international institutional funds and separately managed accounts
  • Assist the Institutional Client Services Relationship Managers and Sales Relationship Managers with complex client service requests
  • Create, develop, document and implement workflows and process improvements to serve the needs of our international institutional investors
  • Responsible for understanding and documenting the nonstandard operational issues typical of accounts trading in international markets, directed brokerage relationships, and other unique institutional trading operations
  • Coordinate with custodians to support institutional accounts, along with contract negotiation between clients and internal teams
  • Understand and monitor the compliance issues revolving around the international institutional industry, unique codes of ethics, and internal requirements
  • Communicate detailed international institutional investor account information to senior members of the Company
  • Aid the Institutional Client Operations Team Leader with the ongoing development of the team

    Your Qualifications:
    • Bachelor's degree or equivalent combination of education/experience
    • At least 2-3 years professional experience in the financial services industry
    • Familiar with securities, financial markets and institutional account types
    • Experience with customer/client service
    • Project management experience and capacity to prioritize based on priority
    • Responsible, accountable, and motivated

      Why Fisher Investments:

      We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:
      • 100% paid medical, dental and vision premiums for you and your qualifying dependents
      • A 50% 401(k) match, up to the IRS maximum
      • 20 days of PTO*, plus 10 paid holidays (*17 days of PTO and 3 days of sick time for California employees)
      • Family Support programs including 8 weeks Paid Primary Caregiver leave, adoption assistance and back-up child care
      • $10,000 fertility, hormonal health and family-forming benefit

Keywords: Fisher Investments, Plano , Institutional Client Operations Analyst, Professions , Plano, Texas

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