Senior Accountant
GR8 Tech
Institutional Funds Analyst
Fisher Investments
full-time
Posted on:
Origin: • 🇬🇧 United Kingdom
Visit company websiteJob Level
JuniorMid-Level
About the role
- The FIE Institutional Funds Analyst works directly with the Institutional Funds Team Leader, Institutional Management, the Directors of the firm’s funds, custodians, institutional clients/prospects and various internal groups to maintain and create Institutional funds.
- Researches and onboards new sub-distributor and database platforms, including contract negotiations, due diligence oversight and operational set-up
- Oversees from start to finish the creation of new funds and maintenance of the funds
- Uses project management skills to guide projects through completion
- Understands and monitors the compliance issues revolving around the institutional industry, unique codes of ethics, and internal requirements
- Oversees fund creation projects, oversee platform/sub-distribution relationships, and implement Sales Management initiatives impacting Institutional funds.
Requirements
- University degree or equivalent combination of education/experience required
- Two plus years of experience with UCITS (Irish domiciled) Funds
- Experience in fund sub-distributor and/or database platform support preferred
- 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
