Competitive Resources Associate

Fisher Investments UK; Greater London; On-site; GBP 32,000 - 52,000; Full time

Benefits offered by this job

100% paid premiums for medical, dental

28 days annual leave (+ optional 3)

Enhanced maternity pay

$10,000 fertility benefit

Retirement pension with company match

Gym subsidy

Employee Assistance Program

Hybrid work-from-home option (subject)

Job summary

Fisher Investments UK is seeking a CR Associate to support the Private Client Group International in researching competitors, industry trends and preparing materials for UK and European teams. You will engage with Analysts, manage multiple research requests, and contribute to trainings and internal communications.

Reporting to the Team Leader, the role emphasizes written communication, project management, and industry knowledge to inform sales and service colleagues and prospective clients.

Qualifications

• Full professional proficiency in English is required. Additional fluency in a European language is a significant asset.
• A university degree or equivalent combination of education and experience.
• Work well in a collaborative setting.
• Commitment to maintain quality of work while sticking to a timeline.
• Be innovative when it comes to finding new ways to benefit the business.
• Demonstrated ability to handle competing demands efficiently.
• Develop a clear and organised writing style that can distil complicated topics into short, easy-to-consume summaries.
• Have understanding of the inner workings of the financial services industry and use that knowledge to help arm Sales and Service organisations and educate current and prospective clients

Responsibilities

• Handle incoming research requests from initial research to communicating findings to internal stakeholders.
• Create new written materials on competitors, trends and products as needed.
• Support multiple PCGI projects to deepen engagement and effectiveness.
• Create presentations or informational material for trainings across the firm.

Skills

English proficiency

European language

Education

University degree

Job description

Overview

The Competitive Resources (CR) team exists to support Fisher's Private Client Group International (PCGI) Sales and Service organisations in better understanding the competitive landscape. We research individual competitors, stay informed about and uncover industry trends, and serve as internal experts on Fisher's place in the broader financial landscape.

The Opportunity:

As a CR Associate, you will complete research requests daily to assist the sales and service organisations better gain and retain assets, as well as build materials and presentations to help inform and educate Fisher's UK and European businesses. You will gain an in-depth perspective of the industry in ways that few in Fisher have an opportunity to do, which can prepare you for and propel you into future opportunities. You will report to your Team Leader who will be invested in your professional development and success in the role. You will build your written communication abilities, research skills, project management experience, industry and Fisher knowledge.

The Day-to-Day:

• Handle incoming requests, from initial research to working with Analysts to communicate findings to other team requestors across the firm
• Create new written materials on competitors, trends and products as needed
• Support multiple PCGI projects aimed at deepening the team's engagement with the businesses we support and increasing the effectiveness of the team's efforts
• Create presentations or other informational material to be used in small group and large format trainings across the firm

Your Qualifications:

• Full professional proficiency in English is required. Additional fluency in a European language (e.g., French, German, Spanish, Italian, Swedish, Danish) is considered a significant asset
• A university degree or equivalent combination of education and experience
• Work well in a collaborative setting
• Commitment to maintain quality of work while sticking to a timeline
• Be innovative when it comes to finding new ways to benefit the business
• Demonstrated ability to handle competing demands efficiently
• Develop a clear and organised writing style that can distil complicated topics into short, easy-to-consume summaries
• Have understanding of the inner workings of the financial services industry and use that knowledge to help arm Sales and Service organisations and educate current and prospective clients

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