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Institutional Funds Analyst

Company: Fisher Investments
Location: Portland
Posted on: October 15, 2021

Job Description:


Are you interested in using your experience in Institutional Asset Management Operations to launch commingled funds? Your work will contribute directly to growth opportunities for the Fisher Investments Institutional Group. Your work will help make our strategy lineup available to institutions worldwide.


The Opportunity:


As a Funds Analyst, you will play an essential part in the design and setup of our commingled fund vehicles. Your team oversees the creation of new funds from conception to launch, and all operational issues associated with maintaining funds for both US and international investors. Your mission will be to provide an understanding of our institutional funds, create our investment products, provide excellent service to our internal clients, and foster relationships with our vendors. You will work for a diverse client base of corporate investors, pension funds, insurance and financial institutions, healthcare organizations, and governments. You will report to your Institutional Funds Manager who will aid in your professional development and role specific training.


The Day-to-Day:

  • Support global expansion and growth projects by leading the fund creation process
  • Conduct analysis for launching new funds, process improvements and efficiency gains
  • Work with multiple teams across the firm to launch and seed new institutional funds
  • Work with partners to amend and enhance institutional funds
  • Be an expert for Fisher's six types of global funds
  • Monitor the compliance and regulatory updates that affect funds within the institutional industry

Your Qualifications:


  • 2+ years' experience in Institutional Asset Management Operations
  • Experience launching commingled funds.
  • Demonstrated analytical and problem-solving skills
  • Experience handling multiple, important tasks with strong attention to detail and time management skills
  • 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.


Keywords: Fisher Investments, Portland , Institutional Funds Analyst, Other , Portland, Oregon

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