FIE Institutional Client Operations Specialist

At a Glance:

Statement of Interest: No 

Contact: Angus McConnell-Wood

Shadow: Request Here

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 develop the skills required to drive long-term projects relating to new Institutional clients, Institutional fund vehicles and ongoing process improvements. 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 independently build long-term internal and client-related projects with limited guidance. Within the first year, you will be adding value to our team by serving as subject-matter expert surrounding Institutional asset management, regulatory complexities and internal process improvements.

The Day-to-Day:

• Serve as point of contact for our Institutional client requests, ensuring our clients receive the best service possible at all times
• 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

Your Qualifications:

• Have the ability to quickly jump between tasks of widely-varying nature with high levels of ambiguity and adjust priorities frequently in response to client and business needs
• Know how to marshal multiple business groups to onboard new clients and respond to client requests
• Are able to compile and understand information sets, drawing conclusions as needed in order to resolve complex regulatory or client issues
• Have a firm grasp on the nuances of our firm’s structure
• Know how to partner with clients and prospective clients
• Demonstrate solid written and verbal communication skills
• Understand how to properly handle and document confidential information

If you are driven to provide superior customer service to our Institutional clients, find new ways to do things better, and are always eager to learn more, we want to speak with you! We’ll conduct a preliminary screen of applicants based on qualifications, performance, and manager feedback. Not all applicants may receive an interview.

Should you have questions about the opportunity, feel free to reach out to Angus McConnell-Wood.

FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER