Global Custodian Analyst

Fisher Investments; Plano (TX); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Medical premiums

401(k) match

Paid time off

Family support programs

Hybrid work options

Job summary

Fisher Investments in Plano, TX is seeking a GCM Custodian Analyst to serve as the primary liaison for custodians and internal teams, delivering daily operational support and upholding high service standards. You will monitor performance, lead calls with custodians, and identify enhancements to improve efficiency and client experience.

You will coordinate with internal partners to resolve complex issues, contribute to critical initiatives, and report to a GCM Team Leader, supporting the firm's

Qualifications

• Minimum 2+ years of relationship management experience, preferably B2B in financial services.
• Strong verbal and written communication skills
• Exceptional critical thinking, organizational and time management skills
• Thrive in a fast-paced environment, demanding flexibility and creativity
• Comfortable identifying complex operational challenges and coordinating between internal and external partners to resolve them
• Prefer Microsoft Excel and JIRA experience

Responsibilities

• Serve as primary point of contact for assigned custodians and internal stakeholders, resolving complex requests and questions in an accurate and timely manner
• Be the subject matter expert on custodian operations and client needs
• Monitor custodian performance, track trends, concerns, requests, and highlight patterns that may signal risk, opportunity, or client dissatisfaction
• Lead calls with custodian managers to deliver feedback and ensure accountability to key performance metrics
• Identify and implement service enhancements to improve operational efficiency and client experience
• Support other GCM project and regional teams as needed

Skills

Relationship management

Verbal communication

Written communication

Critical thinking

Time management

Excel experience

JIRA experience

Tools

Excel

JIRA

Job description

The Opportunity:

As a GCM Custodian Analyst, you will be the primary business contact and communication channel for assigned custodians and internal teams within your region, delivering daily operational support and maintaining high service standards. You will partner closely with management to hold custodians accountable to key performance metrics, while ensuring internal stakeholders needs are met. You will contribute to service enhancements and own projects that improve operational efficiency and the client experience. You will have the opportunity to contribute to critical initiatives and influence improvements that directly impact client service and operational excellence. You will report to a GCM Team Leader.

The Day-to-Day:

• Serve as primary point of contact for assigned custodians and internal stakeholders, resolving complex requests and questions in an accurate and timely manner
• Be the subject matter expert on custodian operations and client needs
• Monitor custodian performance, track trends, concerns, requests, and highlight patterns that may signal risk, opportunity, or client dissatisfaction
• Lead calls with custodian managers to deliver feedback and ensure accountability to key performance metrics
• Identify and implement service enhancements to improve operational efficiency and client experience
• Support other GCM project and regional teams as needed

Your Qualifications:

• Minimum 2+ years of relationship management experience, preferably B2B in financial services
• Strong verbal and written communication skills
• Exceptional critical thinking, organizational and time management skills
• Thrive in a fast-paced environment, demanding flexibility and creativity
• Comfortable identifying complex operational challenges and coordinating between internal and external partners to resolve them
• Prefer Microsoft Excel and JIRA experience

Why Fisher Investments:

We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:

• 100% paid medical, dental and vision premiums for you and your qualifying dependents
• A 50% 401(k) match, up to the IRS maximum
• 20 days of PTO, plus 10 paid holidays
• Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care
• 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 IS AN EQUAL OPPORTUNITY EMPLOYER