Fisher Investments
Global Custody Management Analyst
Fisher Investments is a privately held, multi-billion-dollar global investment firm that puts its clients first and works to better the investment universe. If you want to make a positive impact and support continuous improvement, this may be the role for you!
Overview Do you excel at managing projects and initiatives? Do you enjoy collaborating across teams?
The Opportunity The Global Custody Management team establishes and maintains business-to-business custody relationships across the world. This team helps ensure our clients and Fisher Investments have the best possible services and solutions the custodians can provide. As the Global Custody Management Analyst, you will lead and support projects and initiatives, be the primary business contact and communication channel to the custodian, and align and prioritize tasks to ensure successful implementation.
The Day-to-Day
Serve as the primary relationship contact for Fisher and your assigned custodians
Lead relationship management calls with custodian managers
Proactively manage custodian relationships to ensure they provide exceptional service to Fisher and our clients
Identify and implement process improvements for better operational efficiency
Monitor custodian performance through both qualitative and quantitative measures
Your Qualifications
3-5 years of experience working in a project management capacity or large‑scale projects in the financial services space
Experience managing B2B relationships
You enjoy defining problems and creating solutions
Excel at managing complexity, independently prioritizing, and navigating ambiguity
Excellent communication and collaboration skills
Why Fisher Investments We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, learning and development framework, and Great Place to Work certification. It's the people that make the purpose possible, and we invest in them with excellent benefits.
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 10 paid holidays
Family support programs: 8‑week paid primary caregiver leave, $10,000 fertility, family forming, hormonal health assistance, and backup child, adult, and elder care
This is an in‑office role. Based on role, tenure, and performance eligibility you may have the opportunity to participate in a hybrid work‑from‑home program (subject to change).
Seniority level
Mid‑Senior level
Employment type
Full‑time
Job function
Business Development and Sales
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
#J-18808-Ljbffr
Overview Do you excel at managing projects and initiatives? Do you enjoy collaborating across teams?
The Opportunity The Global Custody Management team establishes and maintains business-to-business custody relationships across the world. This team helps ensure our clients and Fisher Investments have the best possible services and solutions the custodians can provide. As the Global Custody Management Analyst, you will lead and support projects and initiatives, be the primary business contact and communication channel to the custodian, and align and prioritize tasks to ensure successful implementation.
The Day-to-Day
Serve as the primary relationship contact for Fisher and your assigned custodians
Lead relationship management calls with custodian managers
Proactively manage custodian relationships to ensure they provide exceptional service to Fisher and our clients
Identify and implement process improvements for better operational efficiency
Monitor custodian performance through both qualitative and quantitative measures
Your Qualifications
3-5 years of experience working in a project management capacity or large‑scale projects in the financial services space
Experience managing B2B relationships
You enjoy defining problems and creating solutions
Excel at managing complexity, independently prioritizing, and navigating ambiguity
Excellent communication and collaboration skills
Why Fisher Investments We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, learning and development framework, and Great Place to Work certification. It's the people that make the purpose possible, and we invest in them with excellent benefits.
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 10 paid holidays
Family support programs: 8‑week paid primary caregiver leave, $10,000 fertility, family forming, hormonal health assistance, and backup child, adult, and elder care
This is an in‑office role. Based on role, tenure, and performance eligibility you may have the opportunity to participate in a hybrid work‑from‑home program (subject to change).
Seniority level
Mid‑Senior level
Employment type
Full‑time
Job function
Business Development and Sales
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
#J-18808-Ljbffr