Senior Institutional Client Operations Specialist

4 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 Relationship Managers, international institutional clients and consultants, international custodians, and various internal groups to on-board and maintain accounts for international institutional investors.

As a project manager, you will improve current processes and resolve operational issues associated with the complex workings of international accounts that trade in overseas equity markets.

Main Responsibilities:

  • Manage the onboarding of new institutional segregated and fund accounts
  • Be a 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

Requirements:

  • 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


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