The Opportunity:
The Fisher Investments Institutional Group (FIIG) serves a global client base of diverse investors, including but not limited to: governments, pension funds, foundations and endowments, insurance and financial institutions, and healthcare organizations. As an Institutional Client Operations Specialist, you will have the opportunity to challenge yourself and grow by interacting with members of Senior Management, Research, Investment Ops, Finance and Legal, all while developing expertise surrounding Institutional asset management. You will report to the team leader of Institutional client operations.
You will develop the skills required to drive long-term projects relating to new Institutional clients, Institutional fund vehicles, Institutional client onboarding, and Institutional client service. You will learn nuances of regulatory regimes in over 20 countries, and develop the ability to converse intelligently with legal counsel and compliance officials both internally and externally. We are looking for someone who can build long-term internal and client-related projects. Within the first year, you will be adding value to our team by serving as subject-matter expert surrounding Institutional asset management, client onboarding, regulatory complexities, and internal process improvements.
The Day-to-Day:
* Be a point of contact for our Institutional client requests, ensuring our clients receive the best service possible
* Manage large cash flows
* Coordinate complex reporting requirements for our clients
* Onboard new accounts using the appropriate processes and procedures
* Manage the maintenance of Institutional fund vehicles by coordinating with custodians, internal teams and global regulatory bodies
* Create, develop, document and implement workflows and process improvements to serve the needs of our international institutional investors
* Understand and document the nonstandard operational issues typical of accounts trading in international markets, directed brokerage relationships, and other unique institutional trading operations
Your Qualifications:
1. Bachelor's degree or equivalent combination of education/experience
2. 2-3 years professional experience in the financial services industry
3. Familiar with securities, financial markets and institutional