Fisher Investments · 5 hours ago
Global Custody Management Project Analyst
Plano, TX, US
Full-time
Onsite
Entry, Mid Level
2+ years expFisher Investments is a company dedicated to bettering the investment universe, and they are seeking a Global Custody Management Project Analyst. In this role, you will lead the execution of multiple projects, collaborate with various teams, and serve as the primary contact for stakeholders to ensure smooth project execution.
Financial Services
Responsibilities
Lead the execution of country-specific and custodian projects, ensuring timelines, deliverables, and quality standards are met independently
Lead regional implementation of global initiatives, ensuring understanding of 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, escalate issues or risks, and ensure smooth project execution
Facilitate cross-team collaboration, coordinating with multiple internal groups to align priorities, 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 plans
Provide project or operational support to other GCM project teams and regional relationship management teams
Qualification
Required
Minimum 2+ years of experience, preferably B2B and/or in financial services
Experience successfully managing multiple complex projects simultaneously to completion
Exceptional project management, 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 achieve resolution
Preferred
Microsoft Excel and JIRA experience preferred, not required
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
Company
Fisher Investments
Fisher Investments is an independent, fee-only investment adviser.
5001-10000 employees
H1B Sponsorship
Fisher Investments has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (26)
2024 (23)
2023 (16)
2022 (28)
2021 (8)
2020 (7)
Funding
Current Stage
Late StageTotal Funding
unknown2024-06-16Private Equity
Leadership Team
Christer Crusenvinge
Regional Director
Recent News
Investment News
2026-01-22
2025-11-25
2025-11-22
Company data provided by crunchbase