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Institutional Funds Team Lead

Camas, WA, United States
Operations
11605

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Job Description

Overview

Fisher Investments Institutional Group (FIIG) serves a global client base of diverse investors including corporate, public and multi-employer pension funds, foundations and endowments, insurance and financial institutions, healthcare organizations, and governments. The Institutional Funds team works directly with Institutional Management, the Directors of Institutional funds, outside vendors, Legal and several internal groups to create fund products (UCITS, CITs, U.S. and Canadian private funds, Australian Registered Funds, etc.) to meet our institutional investors' needs.

 

The Opportunity:

 

Fisher Investments is looking for a Funds Team Lead who will oversee a team in its creation of new funds from ideation to launch and all operational aspects associated with the complex workings of creating fund products for domestic and international investors. Reporting to the VP of Institutional Operations, your team's mission is to provide an understanding of our institutional funds, create investment products, provide excellent service to internal clients, and foster relationships with our vendors.

 

The Day-to-Day:

  • Advocate for and lead a team of Funds Analysts and Funds Specialists through coaching and supporting them in reaching department goals
  • Lead complex projects such as creation of new funds, implementing processes for new regulatory requirements, working with in-house and external Legal Counsel to determine fund marketing requirements in new territories and presenting findings to FIIG senior management, etc. from start to finish
  • Identify opportunities for increased efficiency
  • Help with vendor contract negotiations
  • Create procedures for internal use
  • Ensure daily business support needs are met

Your Qualifications:

  • 2+ years experience with funds/vehicles
  • Demonstrated project management experience
  • Ability to communicate with senior leadership
  • Experience leading/managing a team preferred
  • U.S. candidates must be fully vaccinated as defined by the medical community against COVID-19 and provide proof of such vaccination by date of hire

Why Fisher Investments:

 

At Fisher Investments, we work for a bigger purpose: bettering the investment universe. From unmatched service to unique perspectives on investing, 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 9 paid holidays
  • 8 weeks paid Primary Caregiver Parental Leave
  • Back-up Child Care Program available, offering up to 10 days annually
  • A cumulative learning and development framework customized for every employee
  • An award-winning work environment - we're Great Place to Work Certified, and Top Workplace winners from The Oregonian

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.

 

*California employees accrue up to 17 days of PTO and 3 days of sick time per year.

FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

 

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