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Institutional Funds Platform Analyst

Fisher Investments UK London, United Kingdom
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The Opportunity:

The FIE Institutional Funds Platform Analyst works directly with internal and external contacts to vet, onboard, maintain and oversee sub-distributor and database platforms for new and existing funds managed by Fisher Investments. In this role you will be reporting to the Institutional Funds Team Leader.

The Day-to-Day:

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions

  • Research and onboard new sub-distributor and database platforms, including contract negotiations, due diligence oversight and operational set-up
  • Use project management skills to guide projects through completion
  • Understand and monitor the compliance issues revolving around the institutional industry, unique codes of ethics, and internal requirements

Your Qualifications:

  • Bachelor’s degree or equivalent combination of education and experience required

  • Experience in fund sub-distributor and/or database platform support required

  • Highly developed qualitative and/or quantitative skills required

  • Ability to analyze various situations and develop creative solutions

  • Excellent verbal and written communication skills

  • Ability to adapt to changes in a fast paced, team environment

  • Ability to prioritize workload and manage time across various tasks

  • Proficient 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 dependents
  • 28 days annual leave, with the ability to purchase up to 3 additional days per year, plus up to 8 paid holidays
  • Enhanced maternity pay package with 16 weeks’ top up to full base pay for eligible employees
  • A 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 contributions
  • Gym subsidy of up to £50 per month
  • Employee Assistance Program and other emotional wellbeing services
  • A collaborative working environment that practises ongoing training, educational support and employee appreciation events

We take great pride in our inclusive culture. We value the different perspectives and unique skills you bring to the team – it makes us all better. Success at Fisher Investments is motivated by results, a collaborative mindset and a commitment to accomplishing great things – so if you are ready to do that, we are ready for you! Apply today to be a part of a team environment where you make a difference in the lives of people by bettering the investment universe.


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