Institutional Client Operations Analyst
Company: Fisher Investments
Location: Plano
Posted on: April 26, 2024
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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:
Your Qualifications:
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:
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
Keywords: Fisher Investments, Frisco , Institutional Client Operations Analyst, Professions , Plano, Texas
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here to apply!
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