Institutional Client Operations Analyst

At a Glance:

Info Session: RSVP Here

Statement of Interest: Yes (300 Word Max)

Contact: Corinna Smith

Are you looking for a role where you’ll have a firm and worldwide impact, support domestic and international institutional clients, and work internally with teams all across FIIG? If so, the Client Operations Analyst is the role for you! 

The Opportunity:

The Client Operations Analyst works directly with our Asset Management Sales and Client Service Relationship Managers, international institutional clients and consultants, international custodians, and various internal groups to on-board and maintain accounts for international institutional investors. You will report to the Team Leader, who will support your skill and career development. You will also act as a project manager to improve current processes, along with resolving operational issues associated with the complex workings of international accounts that trade in overseas equity markets.

The Day-to-Day:

• 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

Your Qualifications:

• 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
• Located in Camas preferred in order to better align with Asia-Pacific time zones
• 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

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 Corinna Smith.

FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER