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Institutional Funds Analyst

2 months ago


London, Greater London, United Kingdom Fisher Investments Full time

About the Role:

The Fisher Investments Europe Institutional Funds Analyst will work directly with the Institutional Funds Team Leader, Institutional Management, the Directors of the firm's funds, custodians, institutional clients/prospects and various internal groups to maintain and create Institutional funds.

Key Responsibilities:

  • Research and onboard new sub-distributor and database platforms, including contract negotiations, due diligence oversight and operational set-up
  • Oversee from start to finish the creation of new funds and maintenance of the funds
  • Use project management skills to guide projects through completion
  • Understand and monitor the compliance issues revolving around the institutional industry, unique codes of ethics, and internal requirements

Requirements:

  • Bachelor's degree or equivalent combination of education and experience required
  • Two plus years of experience with UCITS (Irish domiciled) Funds
  • Experience in fund sub-distributor and/or database platform support required
  • Highly developed qualitative and/or quantitative skills required
  • Demonstrable experience analysing situations and developing creative solutions
  • Ability to adapt to changes in a fast paced, team environment
  • Ability to prioritize workload and manage time across various tasks

About Fisher Investments Europe:

Fisher Investments Europe is a global investment management firm that prioritizes client satisfaction, provides exceptional service, and takes a personalized approach to investing. We offer a range of benefits to support our employees' long-term goals, including:

  • 100% paid premiums for our top-tier supplemental medical, dental and annual health screening plans for employees and their qualified dependents
  • 28 days annual leave, 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
  • $10,000* fertility, hormonal health and family-forming benefit
  • A retirement pension plan, featuring a 9% company contribution of base pay with an additional company match of up to 5% of base pay on personal contributions
  • Gym subsidy of up to £50 per month
  • Employee Assistance Program and other emotional wellbeing services
  • A collaborative working environment that practises ongoing training, educational support and employee appreciation events

We value diversity and inclusion, and believe that our unique perspectives and skills make us stronger. If you're passionate about delivering exceptional results and making a difference in the lives of people through bettering the investment universe, we'd love to hear from you.