Finance operations occupations Work, Jobs in Edenbridge, Ken (with Salaries)

Institutional Client Onboarding Analyst
Fisher Investments Europe —London
- Full-time
- Hybrid work
- Microsoft Office
- Project management
- Bachelor's degree
- Annual leave
- Work from home
Finance Operations - Finance Shared Services
VERNE —London
- Full-time
- Hybrid work
- Microsoft Excel
- ERP systems
- Analysis skills
Quick apply
3d
Onboarding Associate
Charles Stanley —London
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Research Finance Officer
London School of Hygiene & Tropical Medicine —London
- £39,984 - £45,728 a year
- Full-time
- Hybrid work
- Annual leave
8d
Financial Operations Associate
Corgi Insurance —London
- £80,000 - £150,000 a year
- Full-time
- Accounting
Operations Associate / Senior Associate-Finance (Hedge fund experience)
Tether Operations Limited —London
- Full-time
- Hybrid work
- Microsoft Excel
- English
- Bachelor's degree
Client Operations & Finance Analyst (Junior)
Boost inc —London
- Microsoft Excel
- Analysis skills
- Bachelor's degree
Quick apply
8d
Senior Treasury Analyst
Janus Henderson —London
- Hybrid work
- Microsoft Powerpoint
- Microsoft Excel
- Analysis skills
Banking - Operations Assistant
Arbuthnot Latham —London
- Microsoft Excel
- Microsoft Outlook
- Microsoft Office
10d
[Korea Development Bank] Analyst / Accounting
Korea Development Bank —London
- Full-time
- Microsoft Excel
- English
- Microsoft Office
Quick apply
3d
Fund Accounting Senior Specialist
Janus Henderson —London
- Hybrid work
- Microsoft Excel
- Accounting
- Communication skills
Fund Accounting Senior Analyst (12 Month FTC)
Janus Henderson —London
- Hybrid work
- Microsoft Excel
- Accounting
- Communication skills
Financial Analyst
Quantum —London
- Full-time
- Hybrid work
- Accounting
- AI
- Communication skills
7d
Director Finance Operations
Trustly —London
- Full-time
- English
- Analysis skills
- Continuous improvement
- Gym membership
Finance Operations Senior Manager
Tokio Marine HCC —London
- Full-time
- Hybrid work
- Management
- ERP systems
- Continuous improvement
Trade & Treasury Operations
Meredith Brown Associates —London
- £70,000 - £85,000 a year
- Call to connect
14d
London - Transactional Finance Manager
Itsu —London
- Full-time
- Hybrid work
- Microsoft Excel
- School
- Work from home
- Employee discount
Head of Finance Operations
IFRS Foundation —London
- ERP systems
- Business
- Leadership
Quick apply
[Korea Development Bank] Assistant Manager / Operations
Korea Development Bank —London
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Quick apply
3d
Loan Trading Documentation - Trading Services Associate
JPMorganChase —London
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
10h

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Institutional Client Onboarding Analyst

Fisher Investments Europe -
London

Apply Now

Job details

Full-time

Benefits

Annual leave
Company pension
Work from home
Employee assistance programme

Qualifications

Microsoft Office
Project management
Bachelor's degree
IT
Communication skills

Full job description

Overview:

The Opportunity:

The Institutional Client Onboarding Analyst works directly with our Sales Relationship Managers, Service Relationship Managers, international institutional clients and consultants, international custodians, and various internal groups to on-board and maintain accounts for international institutional investors. The Institutional Client Onboarding Analyst acts as project manager to improve current processes and resolve operational issues associated with the complex workings of international accounts that trade in overseas equity markets.

The Day-to-Day:

Manage the on-boarding of new institutional segregated and fund accounts
Subject matter expert as it relates to international institutional funds and separately managed accounts
Research and resolve operational issues pertaining to international institutional investor accounts, at times working with other groups in the process
Assist the Institutional Client Services Relationship Managers and Sales Relationship Managers with complex client service requests
Assist the Institutional Client Operations Team Leader with the ongoing development of the Institutional Client Operations Team members including ongoing training, workflow management and peer reviewing sensitive items
Create, develop, document and implement workflows and process improvements to serve the needs of our international institutional investors as they relate to additions, withdrawals, account set-up, and changes to their accounts
Responsible for understanding and documenting the nonstandard operational issues typical of accounts trading in international markets, directed brokerage relationships, and other unique institutional trading operations
Coordinate with international institutional custodians to support the trading, implementation, and operations aspect of institutional accounts
Understand and monitor the compliance issues revolving around the international institutional industry, unique codes of ethics, and internal requirements; and create, document and implement policies and procedures
Coordinate contract negotiation between our clients and internal teams; including Legal and Senior Management

Your Qualifications:

Bachelor's degree or equivalent combination of education and experience required
Experience in institutional financial Operations/Onboarding required (5+ years)
Experience with fund sub-distributor and/or database platform support preferred
Highly developed qualitative and/or quantitative skills required
Excellent project management skills and experience
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

Apply Now

Refine Your Search

finance operations occupations jobs in edenbridge, ken

Institutional Client Onboarding Analyst

Finance Operations - Finance Shared Services

Onboarding Associate

Research Finance Officer

Financial Operations Associate

Operations Associate / Senior Associate-Finance (Hedge fund experience)

Client Operations & Finance Analyst (Junior)

Senior Treasury Analyst

Banking - Operations Assistant

[Korea Development Bank] Analyst / Accounting

Fund Accounting Senior Specialist

Fund Accounting Senior Analyst (12 Month FTC)

Financial Analyst

Director Finance Operations

Finance Operations Senior Manager

Trade & Treasury Operations

London - Transactional Finance Manager

Head of Finance Operations

[Korea Development Bank] Assistant Manager / Operations

Loan Trading Documentation - Trading Services Associate

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