Overview
The Opportunity:
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. The Funds Analyst will oversee fund creation projects, oversee platform/sub-distribution relationships, and implement Sale's Management initiatives impacting Institutional funds. You will report to the Funds Team Leader.
The Day-to-Day:
- Research and onboard 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
- 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
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Your Qualifications:
- 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
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
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