At a Glance
- Tasks: Onboard and manage accounts for international institutional investors while resolving operational issues.
- Company: Join Fisher Investments Europe, a client-first financial services firm.
- Benefits: Enjoy 28 days leave, top-tier health plans, 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 36000 - 60000 £ 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.
FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER.
Institutional Client Onboarding Analyst employer: Fisher Investments
Fisher Investments is an exceptional employer, offering a dynamic work environment in the heart of London where innovation and collaboration thrive. With a strong focus on employee growth, we provide comprehensive training and development opportunities, ensuring that our team members can advance their careers while enjoying a supportive culture that values communication and teamwork. Our office-based role also allows for potential hybrid work options, making it easier to balance professional and personal commitments.
StudySmarter Expert Advice🤫
We think this is how you could land Institutional Client Onboarding Analyst
✨Tip Number 1
Network like a pro! Reach out to current employees at Fisher Investments Europe on LinkedIn. Ask them about their experiences and any tips they might have for the onboarding analyst role. Personal connections can give you insights that a job description just can't.
✨Tip Number 2
Prepare for the interview by brushing up on your project management skills. Think of examples from your past work where you successfully managed complex processes or resolved operational issues. We want to see how you can bring that expertise to the table!
✨Tip Number 3
Show off your communication skills! During interviews, be clear and concise when discussing your experience with institutional financial operations. Remember, this role involves liaising with various teams, so demonstrating your ability to communicate effectively is key.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re genuinely interested in joining our team at Fisher Investments Europe.
We think you need these skills to ace Institutional Client Onboarding Analyst
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the role of Institutional Client Onboarding Analyst. Highlight your experience in institutional financial operations and project management, as these are key aspects of the job.
Craft a Compelling Cover Letter:Your cover letter should tell us why you're the perfect fit for this role. Use specific examples from your past experiences that demonstrate your skills in managing complex client service requests and resolving operational issues.
Showcase Your Communication Skills:Since excellent verbal and written communication skills are crucial for this position, make sure your application reflects this. Keep your language clear and professional, and double-check for any typos or errors.
Apply Through Our Website:We encourage you to apply through our website for a smoother application process. This way, we can easily track your application and ensure it reaches the right team!
How to prepare for a job interview at Fisher Investments
✨Know Your Stuff
Make sure you brush up on your knowledge of international institutional funds and the onboarding process. Familiarise yourself with common operational issues and compliance requirements, as this will show that you're not just a candidate, but a potential subject matter expert.
✨Showcase Your Project Management Skills
Prepare examples from your past experiences where you've successfully managed projects or improved processes. Be ready to discuss how you prioritised tasks and adapted to changes, as these are key skills for the role.
✨Communicate Clearly
Since excellent verbal and written communication skills are crucial, practice articulating your thoughts clearly. You might be asked to explain complex concepts, so being able to break them down simply will impress your interviewers.
✨Ask Insightful Questions
Prepare thoughtful questions about the company's approach to client onboarding and how they handle operational challenges. This shows your genuine interest in the role and helps you gauge if the company is the right fit for you.
