Global Custody Management Project Analyst

Fisher Investments; Plano (TX); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

100% paid medical, dental, and vision premiums

50% 401(k) match

20 days of PTO

Paid Primary Caregiver Leave

$10,000 fertility assistance

Job summary

Fisher Investments is looking for a GCM Project Analyst in Plano, Texas. This role involves managing cross-functional projects and collaborating with both internal and external partners. You will own project execution and ensure alignment across global initiatives.

The ideal candidate will have at least 2 years of experience in project management within B2B financial services, strong organizational skills, and proficiency in Microsoft Excel and JIRA. Benefits include health coverage, 401(k) matching, and PTO.

Qualifications

• Minimum 2 years of project management experience, preferably in B2B financial services.
• Proven ability to manage multiple complex projects to completion.
• Strong organizational and time management skills.

Responsibilities

• Own execution of country-specific and custodian projects.
• Lead regional implementation of global initiatives.
• Partner with custodians and manage communication between teams.
• Facilitate cross-team collaboration and resolve conflicts.
• Create and maintain project plans, track progress.
• Analyze project performance and recommend improvements.

Skills

Project management

Organizational skills

Time management

Microsoft Excel

JIRA

Job description

Overview

Do you excel at managing projects and collaborating across teams? As a GCM Project Analyst, you'll play a critical role in turning strategic ideas into actionable plans across countries and custodians. This role is ideal for someone who enjoys working with both internal and external partners, and wants to build deep expertise in project execution. If you are energized by problem solving, motivated by continuous improvement and making a meaningful impact, this role is for you!

The Opportunity:

The Global Custody Management (GCM) team establishes and manages Fisher Investments' business-to-business (B2B) custody relationships worldwide, ensuring our clients and Fisher receive the highest level of service and solutions from custodial partners.

As a GCM Project Analyst, you will own the execution of multiple cross-functional projects, while also providing a regional layer of support for global initiatives. You will act as the liaison between global initiatives and regional teams, ensuring projects are aligned across countries, risks are managed, and issues are escalated appropriately. You will also serve as the primary communication channel to the stakeholders on these projects.

This high-visibility role provides exposure to senior stakeholders, multiple business groups, and key custodian partners. You will lead and support a variety of projects that contribute to critical initiatives and influence improvements that directly impact client service and operational excellence. You will report to a GCM Team Leader, who will provide support and professional development opportunities.

The Day-to-Day:

• Own the execution of country-specific and custodian projects, ensuring timelines, deliverables, and quality standards are met independently
• Lead regional implementation of global initiatives, ensuring alignment with local operations, managing dependencies, and mitigating risks
• Partner with custodians and act as the primary regional liaison between the global project team, custodian management team, and internal stakeholders to provide updates, elevate issues or risks, and ensure smooth project execution
• Facilitate cross-team collaboration, resolve conflicts, and keep projects on track
• Create and maintain project plans, track progress, document milestones, and provide regular status updates
• Organize and lead project meetings, prepare agendas and materials, document action items, and follow up to ensure completion
• Analyze project performance and outcomes, identify lessons learned, and recommend improvements for future initiatives
• Provide project or operational support to other GCM project teams and regional relationship management teams as needed

Your Qualifications:

• Minimum 2 years of project management experience, with a preference in B2B in financial services
• Demonstrated track record of successfully managing multiple complex projects simultaneously to completion
• Exceptional project management, organizational and time management skills
• Comfortable identifying complex operational challenges and coordinating between internal and external partners to achieve resolutionMicrosoft 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