Institutional Client Operations Analyst - Oregon City, OR, United States - Fisher Investments

Description

The Fisher Investments Institutional Group (FIIG) serves a diverse client base of investors, including corporate, pension funds, insurance and financial institutions, healthcare organizations, governments and more.

Together, we serve clientele across multiple subsidiary businesses, over 30 countries, and several investment strategies, currencies, languages, time zones, and more

The Institutional Client Operations Analyst works directly with our Sales & Service Relationship Managers, international institutional clients and consultants, international custodians, and various internal groups to on-board and maintain accounts for international institutional investors.

This role also acts 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.

Manage the on-boarding of new institutional segregated and fund accounts
Subject matter expert as it relates to international institutional funds and separately managed accounts
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 contract negotiation 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
Bachelor's degree or equivalent combination of education/experience
At least 2-3 years professional experience in the financial services industry
Familiar with securities, financial markets and institutional account types
Project management experience and capacity to prioritize based on priority
Eligible for a discretionary bonus based on firm and individual performance

100% paid medical, dental and vision premiums for you and your qualifying dependents
~ 20 days of PTO*, plus 10 paid holidays (*17 days of PTO and 3 days of sick time for California employees)
~ Family Support programs including 8 weeks Paid Primary Caregiver leave, adoption assistance and back-up child care
~$