Private Client Advice Internship

2 months ago

Fenchurch St, United Kingdom Fisher Investments Full time

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

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 organization distinguishes itself by putting clients first, providing unmatched service, and taking a personalized 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 recognized European custodians.

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 for eligible employees (employees who have a contract for 2 months or longer)
  • 28 days annual leave (pro rata), 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 (employees who have been with the firm for 42 weeks or longer).
  • A retirement pension plan, featuring a 9% company pension contribution of base pay with an additional company match up to 5% of base pay on personal contributions for eligible employees (employees who have a contract for 2 months or longer)
  • 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

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