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About the Role

The Institutional Client Onboarding Analyst manages the on-boarding and maintenance of accounts for international institutional investors, acting as a project manager to improve processes and resolve operational issues for accounts trading in overseas equity markets.

Responsibilities

• Manage the on-boarding of new institutional segregated and fund accounts
• Subject matter expert as it relates to international institutional funds and separately managed accounts
• Research and resolve operational issues pertaining to international institutional investor accounts
• Assist with complex client service requests
• Assist with the ongoing development of team members including training, workflow management and peer reviewing
• Create, develop, document and implement workflows and process improvements for account additions, withdrawals, set-up, and changes
• Understand and document nonstandard operational issues for accounts trading in international markets, directed brokerage relationships, and other unique institutional trading operations
• Coordinate with international institutional custodians to support trading, implementation, and operations
• Understand and monitor compliance issues revolving around the international institutional industry, unique codes of ethics, and internal requirements
• Create, document and implement policies and procedures
• Coordinate contract negotiation between clients and internal teams

Requirements

• Bachelor's degree or equivalent combination of education and experience required
• Experience in institutional financial Operations/Onboarding required (5+ years)
• Experience with fund sub-distributor and/or database platform support preferred
• Highly developed qualitative and/or quantitative skills required
• Excellent project management skills and experience
• 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

Skills

• Project management
• Verbal communication
• Written communication
• Microsoft Office software

Location

• In-office

Work Type

• Hybrid (potential)

Experience Level

• 5+ years

Education Level

• Bachelor's degree or equivalent

Benefits

• 100% paid premiums for 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
• 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 (or local currency equivalent)
• Retirement pension plan, featuring a 9% company contribution of base pay
• 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
• Collaborative working environment
• Ongoing training
• Educational support
• Employee appreciation events

About the Company

• The global Fisher organisation distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to investing.
• Fisher Investments Europe aligns with clients’ best interests by using a simple and transparent fee structure and recognised European custodians.

Equal Opportunity

• FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER