The Opportunity:

The FIE Institutional Funds Analyst works directly with the Institutional Funds Team Leader, Institutional Management, the Directors of the firm’s funds, custodians, institutional clients/prospects and various internal groups to maintain and create Institutional funds. The Funds Analyst will oversee fund creation projects, oversee platform/sub-distribution relationships, and implement Sales Management initiatives impacting Institutional funds.

The Day-to-Day:

Researches and onboards new sub-distributor and database platforms, including contract negotiations, due diligence oversight and operational set-upOversees from start to finish the creation of new funds and maintenance of the fundsUses project management skills to guide projects through completionUnderstands and monitors the compliance issues revolving around the institutional industry, unique codes of ethics, and internal requirements

Your Qualifications:

University degree or equivalent combination of education/experience requiredTwo plus years of experience with UCITS (Irish domiciled) FundsExperience in fund sub-distributor and/or database platform support preferredHighly developed qualitative and/or quantitative skills requiredAbility to analyze various situations and develop creative solutionsExcellent verbal and written communication skillsAbility to adapt to changes in a fast paced, team environmentAbility to prioritize workload and manage time across various tasksProficient in Microsoft Office software

Why Fisher Investments Europe:

The global Fisher organisation distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to investing. You can feel confident knowing that we align with our clients’ best interests by using a simple and transparent fee structure and recognised European custodians.

It’s the people that make the Fisher purpose possible, and to help our employees meet their long-term goals, we offer an array of benefits, including:

100% paid premiums for our top-tier supplemental medical, dental and annual health screening plans for employees and their qualified dependents28 days annual leave, with the ability to purchase up to 3 additional days per year, plus up to 8 paid holidaysEnhanced maternity pay package with 16 weeks’ top up to full base pay for eligible employees$10,000* fertility, hormonal health and family-forming benefitA retirement pension plan, featuring a 9% company contribution of base pay with an additional company match of up to 5% of base pay on personal contributionsGym subsidy of up to £50 per monthEmployee Assistance Program and other emotional wellbeing servicesA collaborative working environment that practises ongoing training, educational support and employee appreciation eventsThis is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change.

*Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency.

FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER