Senior Institutional Client Operations Specialist

4 weeks ago

Tampa FL United States Fisher Investments Full time
The Fisher Investments Institutional Group (FIIG) provides asset management to a diverse client base of investors, including corporate, pension funds, insurance and financial institutions, healthcare organizations, governments and more. The Institutional Group is a global team that works together to handle service and sales for institutional investors, internationally. Together, we serve clientele across multiple subsidiary businesses, over 30 countries, and several investment strategies, currencies, languages, time zones, and more

The Opportunity:

The Senior 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 onsite, who will support your skill and career development. You will 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
  • 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 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
    Your Qualifications:
    • 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
    • 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 motivated

      Why Fisher Investments:

      We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:
      • 100% paid medical, dental and vision premiums for you and your qualifying dependents
      • A 50% 401(k) match, up to the IRS maximum
      • 20 days of PTO, plus 10 paid holidays
      • Family Support programs including 8 weeks Paid Primary Caregiver leave, adoption assistance and back-up child care
      • $10,000 fertility, hormonal health and family-forming benefit
        FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

  • Senior Institutional Client Operations Specialist

    3 weeks ago

    Saint Petersburg, FL, United States Fisher Investments Full time

    The Fisher Investments Institutional Group provides asset management to a diverse client base of investors, including corporate, pension funds, insurance and financial institutions, healthcare organizations, governments and more.The Senior Institutional Client Operations Specialist works directly with our Asset Management Sales and Client Service...

  • Senior Institutional Client Operations Specialist

    1 week ago

    Saint Petersburg, FL, Pinellas County, FL; Florida, United States Fisher Investments Full time

    The Fisher Investments Institutional Group (FIIG) provides asset management to 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,...

  • Senior Institutional Client Operations Specialist

    1 month ago

    Saint Petersburg, FL, United States Fisher Investments Full time

    The Fisher Investments Institutional Group (FIIG) provides asset management to a diverse client base of investors, including corporate, pension funds, insurance and financial institutions, healthcare organizations, governments and more. The Institutional Group is a global team that works together to handle service and sales for institutional investors,...

  • Senior Institutional Client Operations Specialist

    1 month ago

    St. Petersburg, FL, United States Fisher Investments Full time

    The Fisher Investments Institutional Group (FIIG) provides asset management to a diverse client base of investors, including corporate, pension funds, insurance and financial institutions, healthcare organizations, governments and more. The Institutional Group is a global team that works together to handle service and sales for institutional investors,...

  • Senior Institutional Client Operations Specialist

    2 weeks ago

    Clearwater, FL, United States Fisher Investments Full time

    The Fisher Investments Institutional Group (FIIG) provides asset management to 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,...

  • Senior Institutional Client Operations Specialist

    2 weeks ago

    Clearwater, FL, United States Fisher Investments Full time

    The Fisher Investments Institutional Group (FIIG) provides asset management to a diverse client base of investors, including corporate, pension funds, insurance and financial institutions, healthcare organizations, governments and more. The Institutional Group is a global team that works together to handle service and sales for institutional investors,...

  • Senior Institutional Client Operations Specialist

    1 week ago

    Saint Petersburg, FL, United States Fisher Investments Full time

    The Fisher Investments Institutional Group (FIIG) provides asset management to 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,...

  • Senior Institutional Client Operations Specialist

    4 weeks ago

    Plano, TX, United States Fisher Investments Full time

    The Fisher Investments Institutional Group (FIIG) provides asset management to a diverse client base of investors, including corporate, pension funds, insurance and financial institutions, healthcare organizations, governments and more. The Institutional Group is a global team that works together to handle service and sales for institutional investors,...

  • Senior Institutional Client Operations Specialist

    1 week ago

    Saint Petersburg, FL, United States Fisher Investments Full time

    The Fisher Investments Institutional Group (FIIG) provides asset management to a diverse client base of investors, including corporate, pension funds, insurance and financial institutions, healthcare organizations, governments and more. The Institutional Group is a global team that works together to handle service and sales for institutional investors,...

  • Senior Institutional Client Operations Specialist

    1 month ago

    Arlington, TX, United States Fisher Investments Full time

    The Fisher Investments Institutional Group (FIIG) provides asset management to a diverse client base of investors, including corporate, pension funds, insurance and financial institutions, healthcare organizations, governments and more. The Institutional Group is a global team that works together to handle service and sales for institutional investors,...

  • Senior Institutional Client Operations Specialist

    2 months ago

    Garland, TX, United States Fisher Investments Full time

    The Fisher Investments Institutional Group (FIIG) provides asset management to a diverse client base of investors, including corporate, pension funds, insurance and financial institutions, healthcare organizations, governments and more. The Institutional Group is a global team that works together to handle service and sales for institutional investors,...

  • Senior Institutional Client Operations Specialist

    1 week ago

    Garland, TX, Dallas County, TX; Texas, United States Fisher Investments Full time

    The Fisher Investments Institutional Group (FIIG) provides asset management to 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,...

  • Senior Institutional Client Operations Specialist

    2 days ago

    Gresham, OR, Multnomah County, OR; Oregon State, United States Fisher Investments Full time

    The Fisher Investments Institutional Group (FIIG) provides asset management to 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,...

  • Institutional Credit Management Specialist

    4 weeks ago

    Tampa, FL , USA, United States Citigroup Inc Full time

    About the RoleThis is an exciting opportunity to join the Citigroup Inc team as an Institutional Credit Management Specialist. The successful candidate will be part of the Global Institutional Credit Management (ICM) business, which has been established to provide integrated end-to-end credit underwriting, identification, measurement, management, and...

  • Institutional Client Service Specialist

    1 week ago

    Richmond, VA, United States Richmond Capital Management Full time

    Richmond Capital ManagementInstitutional Client Service SpecialistFirm BackgroundRichmond Capital Management, located in Richmond, Virginia, serving clients for over 30 years, is an employee-owned, investment management firm specializing in the fixed income markets. Responsible for over $6.7 billion in assets under management, the firm manages over 220...

  • Institutional Fixed Income Sales

    1 week ago

    New York, NY, United States TJM Institutional Services Full time

    Leading NFA IB and broker-dealer with a global presence is looking to add seasoned and experienced cash treasuries, fixed income, mortgage bonds, corporate bonds, fixed income RV and institutional futures sales to its teams in all zones. Persons looking to apply should have 5+ years' experience on the sell or buy-side and have a portable client book. Primary...

  • Institutional Credit Management Specialist

    4 weeks ago

    Tampa, FL , USA, United States Citigroup Inc Full time

    Job Purpose:This role sits within the newly established Global Institutional Credit Management (ICM) business, which aims to provide integrated end-to-end credit underwriting, identification, measurement, management, and monitoring for wholesale credit businesses across the enterprise.This position provides operational support for both Build and Run...

  • Senior Vice President, Account Management Senior Specialist, Securities Services

    4 weeks ago

    Tampa, Florida, United States Hispanic Technology Executive Council Full time

    Job Summary:As a Senior Vice President, Account Management Senior Specialist, Securities Services, you will be responsible for delivering exceptional client service and ensuring that Citi is delivering a best-in-class client experience. You will act as the primary contact for operational service-related escalations and work closely with the Client Executive...

  • Institutional Credit Management Specialist

    4 weeks ago

    Tampa, FL , USA, United States Citigroup Inc Full time

    Job Title: Institutional Credit Management SpecialistThis role sits within the Global Institutional Credit Management (ICM) business, which has been established to provide integrated end-to-end credit underwriting, identification, measurement, management, and monitoring for wholesale credit businesses across the enterprise.Key Responsibilities:Execute...

  • Institutional Credit Management Specialist

    3 weeks ago

    Tampa, FL , USA, United States Hispanic Technology Executive Council Full time

    Job Purpose: This role is part of the global Institutional Credit Management (ICM) business, which aims to provide end-to-end credit underwriting, identification, measurement, management, and monitoring for wholesale credit businesses across the enterprise.This position provides operational support for both Build and Run activities related to ICM, including...