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For Companies At a Glance
- Tasks: Manage client requests and coordinate complex reporting for institutional investors.
- Company: Join Fisher Investments, a global leader in client-focused asset management.
- Benefits: Enjoy 28 days leave, top-tier health plans, and a gym subsidy.
- Why this job: Develop expertise in institutional asset management while working with senior leaders.
- Qualifications: Bachelor's degree and 2-3 years in financial services required.
- Other info: Collaborative environment with ongoing training and career growth opportunities.
The predicted salary is between 36000 - 60000 £ per year.
The Fisher Investments Institutional Group (FIIG) serves a global client base of diverse investors, including governments, pension funds, foundations and endowments, insurance and financial institutions, and healthcare organizations. As an Institutional Client Operations Specialist, you will have the opportunity to challenge yourself and grow by interacting with members of Senior Management, Research, Investment Ops, Finance and Legal, all while developing expertise surrounding Institutional asset management. You will report to the team leader of Institutional client operations.
You will develop the skills required to drive long-term projects relating to new Institutional clients, Institutional fund vehicles, Institutional client onboarding, and Institutional client service. You will learn nuances of regulatory regimes in over 20 countries, and develop the ability to converse intelligently with legal counsel and compliance officials both internally and externally. We are looking for someone who can build long-term internal and client-related projects. Within the first year, you will be adding value to our team by serving as a subject-matter expert surrounding Institutional asset management, client onboarding, regulatory complexities, and internal process improvements.
The Day-to-Day
- Be a point of contact for our Institutional client requests, ensuring our clients receive the best service possible.
- Manage large cash flows.
- Coordinate complex reporting requirements for our clients.
- Onboard new accounts using the appropriate processes and procedures.
- Manage the maintenance of Institutional fund vehicles by coordinating with custodians, internal teams and global regulatory bodies.
- Create, develop, document and implement workflows and process improvements to serve the needs of our international institutional investors.
- Understand and document nonstandard operational issues typical of accounts trading in international markets, directed brokerage relationships, and other unique institutional trading operations.
Your Qualifications
- Bachelor's degree or equivalent combination of education/experience.
- 2–3 years professional experience in the financial services industry.
- Familiar with securities, financial markets and institutional account types.
- Experience with customer/client service.
- Project management experience, ability to adjust workload based on priority, and passion for process improvements.
- Professional, responsible, accountable, detail-oriented and motivated.
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.
FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER
Institutional Client Operations Specialist employer: Fisher Asset Management
Contact Detail:
Fisher Asset Management Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Institutional Client Operations Specialist
✨Tip Number 1
Network like a pro! Reach out to current or former employees at Fisher Investments through LinkedIn. A friendly chat can give us insider info and might even lead to a referral.
✨Tip Number 2
Prepare for the interview by brushing up on your knowledge of institutional asset management. We want to show that we can talk the talk with senior management and legal teams, so do some research on regulatory regimes in different countries.
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or family. Focus on articulating how our skills align with the role of an Institutional Client Operations Specialist, especially around client service and project management.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows us you’re genuinely interested in joining the Fisher Investments team.
We think you need these skills to ace Institutional Client Operations Specialist
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the role of an Institutional Client Operations Specialist. Highlight your experience in financial services, client service, and project management to show us you’re the right fit!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about institutional asset management and how your background makes you a great candidate. Don’t forget to mention specific projects or experiences that relate to the job.
Showcase Your Attention to Detail: In this role, attention to detail is key. Make sure your application is free from typos and errors. A polished application shows us you care about quality and professionalism, which is exactly what we’re looking for!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy to do!
How to prepare for a job interview at Fisher Asset Management
✨Know Your Stuff
Make sure you brush up on your knowledge of institutional asset management and the financial services industry. Familiarise yourself with the types of clients you'll be dealing with, like pension funds and foundations, so you can speak confidently about their needs and how you can meet them.
✨Showcase Your Project Management Skills
Since this role involves managing long-term projects, be ready to discuss your project management experience. Prepare examples of how you've successfully coordinated complex tasks or improved processes in previous roles, as this will demonstrate your ability to handle the responsibilities of the position.
✨Prepare for Client Scenarios
Think about potential client requests or issues that could arise in the role. Be prepared to discuss how you would handle these situations, showcasing your problem-solving skills and customer service experience. This will show that you're proactive and ready to provide top-notch service.
✨Understand Regulatory Nuances
Since the job involves navigating regulatory regimes across multiple countries, do some research on the basics of international regulations related to institutional investing. Being able to converse intelligently about these topics will impress your interviewers and show your commitment to the role.
