Global Custody Management Analyst

At a Glance:

Statement of Interest: No 

Contact: Andrew Rumbelow

Shadow: Request Here

The Opportunity:

PMG offers the unique chance to impact Fisher’s product, work with inspiring people, the opportunity to innovate and realize your career potential. Are you passionate about problem-solving, critical thinking, and managing impactful projects? Do you thrive in dynamic environments and excel at communicating across teams? If you're interested in gaining global exposure while driving meaningful impact, the Global Custody Management Analyst role might be your next challenge!

The Global Custody Management (GCM) team is responsible for establishing and maintaining our business-to-business PCG/PCGI custody relationships globally. With more than 30 relationships under our management, GCM plays a crucial role in ensuring our clients and Fisher receive the best possible service and solutions from our custodial partners.  GCM’s effective management of these partnerships helps our firm’s 20-20 vision by continually innovating to provide the best service and offerings for our clients.

As a GCM Analyst you will manage FI’s custodial relationships while collaborating with a wide range of internal teams and senior management to drive large-scale initiatives. These initiatives may include partnership strategy, improving service, scaling operations, digital and technological integration, and implementing new regulations. This role offers you the chance to work with diverse teams across Fisher globally, increasing your overall knowledge and exposure to our firm. 

The Day-to-Day:

• Serve as the primary relationship contact for Fisher and your assigned custodians
• Lead relationship management calls with custodian managers
• Proactively manage custodian relationships to ensure they provide exceptional service to Fisher and our clients
• Identify and implement process improvements for better operational efficiency
• Monitor custodian performance through both qualitative and quantitative measures

Your Qualifications:

• Minimum of 3-5 years of Fisher Investments experience preferred, ideally with an operations or project focus
• Excel at managing complexity, solving problems, and navigating ambiguity
• Can independently prioritize and manage multiple tasks with varying complexities and deadlines
• Have a proven track record of driving projects to completion
• Are driven to understand the "why" and challenge existing processes
• Have strong attention to detail and organization skills
• Communicates effectively and collaborates with others to achieve shared goals
• Enjoy embracing new and complex challenges and finding creative, actionable solutions
• Are excited by dynamic roles that offer a wide range of work and opportunities for growth

We will conduct a preliminary screen of applicants based on qualifications, performance and manager feedback. Those who meet the hiring manager’s requirements will be moved forward in the process by participating in an interview. If you’d like to know more about the role, feel free to get in touch with Andrew Rumbelow.

FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER