Institutional Funds Analyst

Institutional Funds Analyst

Full-Time 36000 - 60000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Join our team to oversee fund creation and manage relationships with institutional clients.
  • Company: Fisher Investments Europe prioritises client satisfaction with a personalised investment approach.
  • Benefits: Enjoy 28 days annual leave, top-tier health plans, and a gym subsidy.
  • Why this job: Be part of a collaborative environment that values ongoing training and employee appreciation.
  • Qualifications: A university degree and two years' experience with UCITS Funds are required.
  • Other info: This is an in-office role with potential for hybrid work based on performance.

The predicted salary is between 36000 - 60000 £ per year.

The Opportunity: The FIE Institutional Funds Analyst works 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 Sales Management initiatives impacting Institutional funds. The Day-to-Day: Researches and onboards 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 Uses project management skills to guide projects through completion Understands and monitors the compliance issues revolving around the institutional industry, unique codes of ethics, and internal requirements Your Qualifications: University degree or equivalent combination of education/experience required Two plus years of experience with UCITS (Irish domiciled) Funds Experience in fund sub-distributor and/or database platform support preferred Highly developed qualitative and/or quantitative skills required Ability to analyze various situations and develop creative solutions 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. *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

Institutional Funds Analyst employer: Fisher Investments

Fisher Investments Europe is an exceptional employer that prioritises employee well-being and professional growth, offering a collaborative work environment in the heart of the financial sector. With comprehensive benefits including 100% paid health premiums, generous leave policies, and a strong commitment to ongoing training, employees are empowered to thrive both personally and professionally. The company’s focus on client-first service and transparent practices ensures that every team member contributes to meaningful outcomes while enjoying a supportive workplace culture.
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Contact Detail:

Fisher Investments Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Institutional Funds Analyst

✨Tip Number 1

Familiarise yourself with UCITS regulations and compliance issues. Understanding these will not only help you in interviews but also demonstrate your commitment to the role and the industry.

✨Tip Number 2

Network with professionals in the institutional funds space. Attend relevant industry events or webinars to connect with potential colleagues and learn more about the latest trends and challenges in fund management.

✨Tip Number 3

Brush up on your project management skills. Being able to showcase your ability to manage multiple projects effectively will be crucial, so consider using tools like Trello or Asana to demonstrate your organisational skills.

✨Tip Number 4

Prepare to discuss your experience with fund creation and sub-distributor relationships. Be ready to share specific examples of how you've successfully navigated these processes in your previous roles.

We think you need these skills to ace Institutional Funds Analyst

Project Management
Fund Creation and Maintenance
Compliance Knowledge
Contract Negotiation
Due Diligence Oversight
Operational Setup
Qualitative and Quantitative Analysis
Problem-Solving Skills
Excellent Verbal Communication
Excellent Written Communication
Time Management
Adaptability
Microsoft Office Proficiency
Team Collaboration
Knowledge of UCITS Funds

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights relevant experience, especially in UCITS Funds and project management. Use specific examples that demonstrate your skills in fund creation and compliance monitoring.

Craft a Compelling Cover Letter: Write a cover letter that addresses the key responsibilities of the Institutional Funds Analyst role. Mention your experience with sub-distributors and your ability to adapt in a fast-paced environment.

Showcase Your Skills: In your application, emphasise your qualitative and quantitative skills. Provide examples of how you've used these skills to analyse situations and develop creative solutions in previous roles.

Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors. Clear and professional communication is crucial, so ensure your written materials reflect this.

How to prepare for a job interview at Fisher Investments

✨Understand the Role Thoroughly

Before the interview, make sure you have a solid grasp of what the Institutional Funds Analyst role entails. Familiarise yourself with fund creation processes, compliance issues, and project management skills that are crucial for this position.

✨Showcase Relevant Experience

Highlight your experience with UCITS funds and any previous roles involving fund sub-distributor support. Be prepared to discuss specific projects you've managed and how they relate to the responsibilities of the role.

✨Demonstrate Analytical Skills

Since the role requires strong qualitative and quantitative skills, be ready to provide examples of how you've used these skills in past positions. Consider discussing a situation where you developed a creative solution to a complex problem.

✨Prepare Questions for Your Interviewers

Having insightful questions ready shows your interest in the role and the company. Ask about the team dynamics, ongoing projects, or how success is measured for the Institutional Funds Analyst position.

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