Institutional Client Onboarding Analyst

Fisher Investments UK; Greater London; Hybrid; GBP 70,000 - 90,000; Full time

Benefits offered by this job

Medical coverage for dependents

Pension plan

Gym subsidy

Job summary

Fisher Investments Europe seeks an Institutional Client Onboarding Analyst to work with Sales, Service, and international clients to onboard and maintain accounts for international institutional investors. You will manage projects, improve processes, and coordinate with custodians and internal teams to ensure efficient workflows and compliant operations.

The role emphasizes on-site work with potential hybrid options, offering comprehensive benefits and a structured development path within a

Qualifications

• Bachelor's degree or equivalent combination of education and experience required.
• 5+ years of experience in institutional financial Operations/Onboarding.

Responsibilities

• On-board new institutional segregated and fund accounts and coordinate with internal teams.
• Serve as SME for international institutional funds and separately managed accounts.
• Research and resolve operational issues for international accounts, sometimes with other groups.
• Assist Relationship Managers with complex client service requests.
• Develop and implement workflows and process improvements for international accounts.
• Coordinate with international custodians to support trading and account operations.
• Understand and document compliance issues and draft policies and procedures.
• Assist with contract negotiations between clients and internal teams.

Skills

Project management

Verbal and written communication

Time management

Adaptability

Team collaboration

Education

Bachelor's degree or equivalent

Tools

Microsoft Office

Job description

Overview

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 Opportunity:

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.

*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