Institutional Funds Analyst
Today• London, United Kingdom
Overview
The Opportunity:
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. The Funds Analyst will oversee fund creation projects, oversee platform/sub-distribution relationships, and implement Sales Management initiatives impacting Institutional funds.
The Day-to-Day:
- 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
Your Qualifications:
- 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
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
- $10,000 fertility, hormonal health and family-forming benefit
- 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
- This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change.
Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency.
FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER
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Client-provided location(s): London, United Kingdom
Job ID: Fisher-2025-16067
Employment Type: FULL_TIME
Posted: 2025-08-15T20:10:07
Perks and Benefits
Health and Wellness
- Health Insurance
- Dental Insurance
- Vision Insurance
- FSA
- HSA With Employer Contribution
- Life Insurance
- Short-Term Disability
- Long-Term Disability
- HSA
- Mental Health Benefits
Parental Benefits
- Adoption Assistance Program
- Family Support Resources
- Non-Birth Parent or Paternity Leave
- Birth Parent or Maternity Leave
- Adoption Leave
- Fertility Benefits
Work Flexibility
- Flexible Work Hours
- Hybrid Work Opportunities
- Work-From-Home Stipend
Office Life and Perks
- Commuter Benefits Program
- Snacks
- Happy Hours
- Holiday Events
- Casual Dress
- Company Outings
Vacation and Time Off
- Paid Vacation
- Paid Holidays
- Personal/Sick Days
- Leave of Absence
Financial and Retirement
- Performance Bonus
- Relocation Assistance
- Financial Counseling
- Pension
- 401(K)
- 401(K) With Company Matching
Professional Development
- Promote From Within
- Mentor Program
- Shadowing Opportunities
- Access to Online Courses
- Internship Program
- Leadership Training Program
- Associate or Rotational Training Program
- Lunch and Learns
Diversity and Inclusion
- Diversity, Equity, and Inclusion Program
- Employee Resource Groups (ERG)
Company Videos
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