At a Glance
- Tasks: Onboard international institutional clients and improve operational processes.
- Company: Join Fisher Investments Europe, a client-first financial services firm.
- Benefits: Enjoy 28 days annual leave, health benefits, and a gym subsidy.
- Other info: Collaborative culture with ongoing training and employee appreciation events.
- Why this job: Make a real impact in a dynamic environment with growth opportunities.
- Qualifications: Bachelor's degree and 5+ years in institutional financial operations required.
The predicted salary is between 55000 - 65000 £ per year.
The Institutional Client Onboarding Analyst works directly with our Sales Relationship Managers, Service Relationship Managers, international institutional clients and consultants, international custodians, and various internal groups to on-board and maintain accounts for international institutional investors. The Institutional Client Onboarding Analyst acts as project manager to improve current processes and resolve operational issues associated with the complex workings of international accounts that trade in overseas equity markets.
The Day-to-Day:
- 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
Your Qualifications:
- 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:
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.
Institutional Client Onboarding Analyst in London employer: Fisher Investments Europe
Fisher Investments Europe is an exceptional employer that prioritises employee well-being and professional growth, offering comprehensive benefits such as 100% paid health premiums, generous annual leave, and a robust retirement plan. Our collaborative work culture fosters continuous training and appreciation, ensuring that employees are supported in their career development while working in a dynamic environment focused on international institutional clients.
StudySmarter Expert Advice🤫
We think this is how you could land Institutional Client Onboarding Analyst in London
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We think you need these skills to ace Institutional Client Onboarding Analyst in London
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
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How to prepare for a job interview at Fisher Investments Europe
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Fisher Investments Europe.
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✨Network with Industry Professionals
Before your interview, reach out to current or former Fisher Investments Europe employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
