• 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, at times working with other groups in the process
• Assist the Institutional Client Services Relationship Managers and Sales Relationship Managers with complex client service requests
• Assist the Institutional Client Operations Team Leader with the ongoing development of the Institutional Client Operations Team members including ongoing training, workflow management and peer reviewing sensitive items
• Create, develop, document and implement workflows and process improvements to serve the needs of our international institutional investors as they relate to additions, withdrawals, account set-up, and changes to their accounts
• Responsible for understanding and documenting the nonstandard operational issues typical of accounts trading in international markets, directed brokerage relationships, and other unique institutional trading operations
• Coordinate with international institutional custodians to support the trading, implementation, and operations aspect of institutional accounts
• Understand and monitor the compliance issues revolving around the international institutional industry, unique codes of ethics, and internal requirements; and create, document and implement policies and procedures
• Coordinate contract negotiation between our clients and internal teams; including Legal and Senior Management

• 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

Why Fisher Investments Europe:

• 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.