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-up
* Oversees from start to finish the creation of new funds and maintenance of the funds
* Uses project management skills to guide projects through completion
* Understands and monitors the compliance issues revolving around the institutional industry, unique codes of ethics, and internal requirements
Your Qualifications:
* University degree or equivalent combination of education/experience required
* Two plus years of experience with UCITS (Irish domiciled) Funds
* Experience in fund sub-distributor and/or database platform support preferred
* Highly developed qualitative and/or quantitative skills required
* Ability to analyze various situations and develop creative solutions
* 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