Institutional Funds Analyst
Institutional Funds Analyst

Institutional Funds Analyst

Full-Time 28800 - 48000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Join our team to create and manage institutional funds while collaborating with various stakeholders.
  • Company: Fisher Investments Europe prioritises client satisfaction and personalised investment strategies.
  • Benefits: Enjoy 28 days annual leave, top-tier health plans, and a gym subsidy.
  • Why this job: Be part of a supportive culture focused on training, growth, and employee appreciation.
  • Qualifications: University degree required; 2+ years in UCITS Funds preferred with strong analytical skills.
  • Other info: This is an in-office role with potential for hybrid work based on performance.

The predicted salary is between 28800 - 48000 £ 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-upOversees from start to finish the creation of new funds and maintenance of the fundsUses project management skills to guide projects through completionUnderstands and monitors the compliance issues revolving around the institutional industry, unique codes of ethics, and internal requirementsYour Qualifications:University degree or equivalent combination of education/experience requiredTwo plus years of experience with UCITS (Irish domiciled) FundsExperience in fund sub-distributor and/or database platform support preferredHighly developed qualitative and/or quantitative skills requiredAbility to analyze various situations and develop creative solutionsExcellent verbal and written communication skillsAbility to adapt to changes in a fast paced, team environmentAbility to prioritize workload and manage time across various tasksProficient in Microsoft Office softwareWhy 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 dependents28 days annual leave, with the ability to purchase up to 3 additional days per year, plus up to 8 paid holidaysEnhanced maternity pay package with 16 weeks’ top up to full base pay for eligible employees$10,000* fertility, hormonal health and family-forming benefitA 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 contributionsGym subsidy of up to £50 per monthEmployee Assistance Program and other emotional wellbeing servicesA collaborative working environment that practises ongoing training, educational support and employee appreciation eventsThis 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: jobwache

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 learning and appreciation, ensuring that every team member feels valued and empowered to achieve their long-term goals. Located in a dynamic environment, we provide the opportunity to engage with industry leaders while making a meaningful impact in the institutional funds sector.
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Contact Detail:

jobwache 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 the intricacies of these funds will not only help you in interviews but also demonstrate your commitment to the role.

✨Tip Number 2

Network with professionals in the institutional funds space. Attend 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. Since the role involves overseeing fund creation projects, being able to showcase your ability to manage multiple tasks efficiently will set you apart from other candidates.

✨Tip Number 4

Prepare to discuss your experience with sub-distributors and database platforms. Be ready to share specific examples of how you've contributed to similar projects in the past, as this will highlight your relevant expertise.

We think you need these skills to ace Institutional Funds Analyst

Project Management
Fund Creation and Maintenance
UCITS (Irish domiciled) Funds Knowledge
Contract Negotiation
Due Diligence Oversight
Operational Setup
Compliance Monitoring
Qualitative and Quantitative Analysis
Creative Problem-Solving
Excellent Verbal and Written Communication
Time Management
Adaptability in Fast-Paced Environments
Microsoft Office Proficiency

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 showcases your understanding of the institutional funds landscape. Mention your experience with sub-distributors and your ability to adapt in fast-paced environments, aligning your skills with the job requirements.

Highlight Communication Skills: Since excellent verbal and written communication skills are crucial for this role, provide examples in your application that illustrate how you've effectively communicated complex information in previous positions.

Showcase Problem-Solving Abilities: In your application, include instances where you've successfully analysed situations and developed creative solutions, particularly in relation to fund management or compliance issues.

How to prepare for a job interview at jobwache

✨Understand the Role

Make sure you thoroughly understand the responsibilities of an Institutional Funds Analyst. 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 job you're applying for.

✨Demonstrate Analytical Skills

Prepare to showcase your qualitative and quantitative skills during the interview. You might be asked to analyse a scenario or provide creative solutions to potential challenges in fund management.

✨Communicate Effectively

Since excellent verbal and written communication skills are essential, practice articulating your thoughts clearly. Be ready to explain complex concepts in a straightforward manner, as you may need to interact with various stakeholders.

Institutional Funds Analyst
jobwache
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