Institutional Client Operations Analyst
Company: Fisher Investments
Location: Plano
Posted on: April 16, 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. 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 teamYour 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 motivatedWhy 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
benefitFISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
Keywords: Fisher Investments, Frisco , Institutional Client Operations Analyst, Professions , Plano, Texas
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