Senior Institutional Client Operations Specialist

11 hours 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, currencies, languages, time zones, and more
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 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.

Manage the onboarding 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, ability to adjust workload based on priority, and passion with process improvements
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 
~ Family Support programs including 8 week Paid Primary Caregiver Leave, fertility, family forming, and hormonal health assistance and back-up child, adult, and elder care
~$

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