Institutional Funds Analyst
2 weeks ago
The Opportunity:
The FIE Institutional Funds Analyst works 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. The Funds Analyst will oversee fund creation projects, oversee platform/sub-distribution relationships, and implement Sales Management initiatives impacting Institutional funds.
The Day-to-Day:
- Researches and onboards new sub-distributor and database platforms, including contract negotiations, due diligence oversight and operational set-up
- Oversees from start to finish the creation of new funds and maintenance of the funds
- Uses project management skills to guide projects through completion
- Understands and monitors the compliance issues revolving around the institutional industry, unique codes of ethics, and internal requirements
Your Qualifications:
- University degree or equivalent combination of education/experience required
- Two plus years of experience with UCITS (Irish domiciled) Funds
- Experience in fund sub-distributor and/or database platform support preferred
- Highly developed qualitative and/or quantitative skills required
- Ability to analyze various situations and develop creative solutions
- Excellent verbal and written communication skills
- Ability to adapt to changes in a fast paced, team environment
- Ability to prioritize workload and manage time across various tasks
- Proficient in Microsoft Office software
Why Fisher Investments Europe:
The global Fisher organisation distinguishes itself by putting clients first, providing unmatched service, and taking a personalised 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 recognised 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
- 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
- This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change.
*Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency.
FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER
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