Institutional Funds Specialist

3 weeks ago


London, Greater London, United Kingdom Fisher Investments Full time

Overview

The Opportunity:

The Institutional Funds Analyst at Fisher Investments Europe will collaborate closely with the Institutional Funds Team Leader,

Institutional Management, the Directors overseeing the firm's funds, custodians, institutional clients and prospects, as well as various internal departments to manage and develop Institutional funds. The Analyst will lead fund creation initiatives, manage platform and sub-distribution partnerships, and execute Sales Management strategies that affect Institutional funds. Reporting directly to the Funds Team Leader, you will play a crucial role in our operations.

The Day-to-Day Responsibilities:

  • Conduct research and facilitate the onboarding of new sub-distributors and database platforms, including overseeing contract negotiations, due diligence, and operational setup.
  • Manage the complete lifecycle of new fund creation and ensure the ongoing maintenance of existing funds.
  • Utilize project management expertise to drive projects to successful completion.
  • Stay informed about compliance matters relevant to the institutional sector, including unique ethical standards and internal policies.

Your Qualifications:

  • A Bachelor's degree or a suitable combination of education and experience is required.
  • A minimum of two years of experience with UCITS (Irish domiciled) Funds is essential.
  • Experience in supporting fund sub-distributors and/or database platforms is required.
  • Strong qualitative and/or quantitative analytical skills are necessary.
  • Proven ability to analyze situations and devise innovative solutions.
  • Capacity to adapt in a dynamic, team-oriented environment.
  • Proficiency in prioritizing tasks and managing time effectively across multiple responsibilities.

Why Fisher Investments Europe:

Fisher Investments distinguishes itself globally by prioritizing client needs, delivering exceptional service, and adopting a personalized investment approach. Our transparent fee structure and reputable European custodians ensure that we align with our clients' best interests.

Our employees are the cornerstone of our mission, and to support their long-term aspirations, we provide a comprehensive benefits package, including:

  • Full coverage of premiums for our top-tier supplemental medical, dental, and annual health screening plans for employees and their eligible dependents.
  • 28 days of annual leave, with the option to purchase up to 3 additional days per year, plus up to 8 paid holidays.
  • An enhanced maternity pay package offering 16 weeks of top-up to full base pay for eligible employees.
  • A $10,000 benefit for fertility, hormonal health, and family-forming assistance.
  • A retirement pension plan with a 9% company contribution of base pay, along with an additional company match of up to 5% of base pay on personal contributions.
  • A gym subsidy of up to £50 per month.
  • Access to an Employee Assistance Program and various emotional wellbeing services.
  • A collaborative work environment that emphasizes ongoing training, educational support, and employee recognition events.

We take pride in fostering an inclusive culture that values diverse perspectives and unique skills, enhancing our collective success. At Fisher Investments, we are driven by results, collaboration, and a commitment to achieving excellence. If you are prepared to contribute to our mission, we welcome your interest in becoming part of our impactful team.

*Employees located outside the US will receive the equivalent of the $10,000 benefit in their local currency.



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