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Fisher Investments · 1 day ago

Institutional Client Operations Analyst

Camas, WA

Full-time

Hybrid

Mid Level

$65K/yr - $105K/yr

4+ years exp

Fisher Investments is a global asset management firm serving a diverse client base of institutional investors. The Client Operations Analyst will manage onboarding for international institutional accounts, improve processes, and resolve operational issues, while collaborating with various teams and clients across the Americas and Asia Pacific regions.

Financial Services

Comp. & Benefits

Responsibilities

Manage the onboarding of new institutional segregated and fund accounts primarily based in the Americas and Asia Pacific (APAC) regions

Subject matter expert as it relates to international institutional funds and separately managed accounts

Assist the Institutional Sales and Client Services Relationship Managers with complex client service requests

Create, develop, document and implement workflows and process improvements to serve the needs of our international institutional investors

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 custodians to support institutional accounts, along with leading contract negotiation and revisions between clients and internal teams

Understand and monitor the compliance issues revolving around the international institutional industry, unique codes of ethics, and internal requirements

Communicate detailed international institutional investor account information to senior members of the Company

Aid the Institutional Client Operations Team Leader with the ongoing development of the team

Qualification

Financial services experienceSecurities knowledgeProject managementClient service experienceProcess improvementAccountabilityCommunication skillsDetail-orientedInternal motivation

Required

Bachelor's degree or equivalent combination of education/experience

At least 4-5 years professional experience in the financial services industry; experience working with APAC clients is helpful

Familiar with securities, financial markets and institutional account types

Excellent communication skills and experience with customer/client service

Project management experience, ability to adjust workload based on priority, and passion with process improvements

Responsible, accountable, detail-oriented and internally motivated

Benefits

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