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Fisher Investments
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  • Competitive Resources Associate  

    - London
    Overview The Competitive Resources (CR) team exists to support Fisher'... Read More
    Overview The Competitive Resources (CR) team exists to support Fisher's Private Client Group International (PCGI) Sales and Service organisations in better understanding the competitive landscape. We research individual competitors, stay informed about and uncover industry trends, and serve as internal experts on Fisher's place in the broader financial landscape.The Opportunity:As a CR Associate, you will complete research requests daily to assist the sales and service organisations better gain and retain assets, as well as build materials and presentations to help inform and educate Fisher's UK and European businesses. You will gain an in-depth perspective of the industry in ways that few in Fisher have an opportunity to do, which can prepare you for and propel you into future opportunities. You will report to your Team Leader who will be invested in your professional development and success in the role. You will build your written communication abilities, research skills, project management experience, industry and Fisher knowledge.The Day-to-Day:Handle incoming requests, from initial research to working with Analysts to communicate findings to other team requestors across the firmCreate new written materials on competitors, trends and products as neededSupport multiple PCGI projects aimed at deepening the team's engagement with the businesses we support and increasing the effectiveness of the team's effortsCreate presentations or other informational material to be used in small group and large format trainings across the firmYour Qualifications:Full professional proficiency in English is required. Additional fluency in a European language (., French, German, Spanish, Italian, Swedish, Danish) is considered a significant assetA university degree or equivalent combination of education and experienceWork well in a collaborative settingCommitment to maintain quality of work while sticking to a timelineBe innovative when it comes to finding new ways to benefit the businessDemonstrated ability to handle competing demands efficientlyDevelop a clear and organised writing style that can distil complicated topics into short, easy-to-consume summariesHave understanding of the inner workings of the financial services industry and use that knowledge to help arm Sales and Service organisations and educate current and prospective clientsWhy 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 dependents28 days annual leave, with the ability to purchase up to 3 additional days per year, plus up to 8 paid holidaysEnhanced maternity pay package with 16 weeks’ top up to full base pay for eligible employees$10,000* fertility, hormonal health and family-forming benefitA 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 contributionsGym subsidy of up to £50 per monthEmployee Assistance Program and other emotional wellbeing servicesA collaborative working environment that practises ongoing training, educational support and employee appreciation eventsThis 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. Read Less
  • Global Marketing Brand Project Manager  

    - London
    Overview The Opportunity:Fisher Investments Europe is looking for its... Read More
    Overview The Opportunity:Fisher Investments Europe is looking for its next Global Marketing Brand Project Manager. Reporting to the VP of Global Marketing Services, in this role you will create and manage content or design requests and projects for our firm's brand advertising efforts.The Day-to-Day:Work on end-to-end project management for brand marketing initiatives, including brand campaigns, new brand creative development, and brand launches in collaboration with managementHelp with various aspects of brand projects, including tracking deliverables and milestones, collecting and summarising feedback, and gathering proper approval from stakeholdersBuild and maintain detailed project plans, timelines and workflows to ensure effective project deliveryCollaborate with Brand Analysts on communication related to the management of brand projects, including communicating project tasks and timelines to key stakeholdersEnsure deliverables all meet brand standards and have obtained necessary approvals before handoffOversee assigned complex tasks to completionIdentify potential process improvements and recommend solutions to managementHelp develop and implement proposed solutions to improve the efficiency of the departmentMentor associates and new project managers on the teamWork onsite, under direct supervision, in a team-based and open office environmentResponsible for administrative tasks such as invoice routing, contract archiving, organising and managing campaign files, and distribution of monthly reporting, meeting notesYour Qualifications:University degree or equivalent combination of education and experience5+ years of experience in project management, ideally within marketing, creative operations, or brand marketingStrong qualitative and quantitative skillsAbility to analyse various situations and develop creative solutionsHigh level of attention to detailDemonstrated strength in communication, and capacity to problem solve, prioritise, and handle shifting demands and timelinesProficiency in Microsoft Office softwareWhy 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 dependents28 days annual leave, with the ability to purchase up to 3 additional days per year, plus up to 8 paid holidaysEnhanced maternity pay package with 16 weeks' top up to full base pay for eligible employees$10,000* fertility, hormonal health and family-forming benefitA 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 contributionsGym subsidy of up to £50 per monthEmployee Assistance Program and other emotional wellbeing servicesA collaborative working environment that practises ongoing training, educational support and employee appreciation eventsThis 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. Read Less
  • Marketing Data & Analytics Analyst  

    - London
    Overview The Opportunity:Fisher Investment Europe's Global Marketing G... Read More
    Overview The Opportunity:Fisher Investment Europe's Global Marketing Group is the lead generation engine for the European Private Client Group, and the Marketing Data & Analytics Team plays a critical role in that process. In this position, you will help guide key decisions while assessing performance. As a Marketing Data & Analytics Analyst, you will help maintain the flow of data through the department, provide timely analysis and reporting to all levels of Marketing stakeholders, and assist in ad hoc requests and long-term developments. Utilizing skills in SQL, Excel, VBA, PowerBI, and more, you will build reporting and hone your project management skills to support infrastructure improvements. You will also learn how to critically assess problems and opportunities to improve bottom-line results.

    Performance will be judged on the ability to solve problems, communicate, and assist internal clients and all other teams in Global PCG Marketing.
    The Day-to-Day:Work with Marketing management to support all phases of Marketing effortsBuild and maintain daily reporting for global Marketing teamsBuild and automate new and existing processesUnderstanding the “why” and “how” of department data flowCommunicate clearly by distilling information down for a non-technical audienceProvide data-driven analysis and insights to optimize campaign performanceCollaborate with other analysts, Marketing managers, and database developers on both strategic initiatives and ongoing data infrastructure enhancement projectsManage ad-hoc data requests to help meet a variety of needs such as troubleshooting data oddities, QA’ing, modeling, and moreYour Qualifications:2+ years Marketing Data Analytics experienceStrong proficiency in SQL, Excel, PowerBI, and relational databasesAttention to detail and a history of managing complexityDemonstrated leadership and self-direction; capacity for learning new skills and a willingness to share knowledge and teach othersAbility to communicate both technical and non-technical insights to all levels of managementStrong project management skillsWhy 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 dependents28 days annual leave, with the ability to purchase up to 3 additional days per year, plus up to 8 paid holidaysEnhanced maternity pay package with 16 weeks’ top up to full base pay for eligible employees$10,000* fertility, hormonal health and family-forming benefitA 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 contributionsGym subsidy of up to £50 per monthEmployee Assistance Program and other emotional wellbeing servicesA collaborative working environment that practises ongoing training, educational support and employee appreciation eventsThis 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. Read Less
  • French Institutional Sales Relationship Manager  

    - London
    Overview The Opportunity:As a French-speaking Institutional Sales Rela... Read More
    Overview The Opportunity:As a French-speaking Institutional Sales Relationship Manager, you will be an important asset to Fisher Investments Europe's Institutional sales efforts. Your efforts will include providing strategic coverage of institutional prospective clients up to a specific size within a specific territory (. institutional investors, including corporate and public pension plans, endowments, foundations, hospital organisations, nuclear decommissioning trusts, financial institutions, defined contribution service providers, and multi-employer plans). Reporting to our Head of Institutional Sales, you will partner with our Senior Sales Relationship Manager to build relationships with plan decision makers and consultants, meet face-to-face, and present to Institutional prospective clients. Your efforts will give Fisher the opportunity to close business with some of the world's largest pensions, foundations, endowments, and corporations.The Day-to-Day:Communicate with external partners and institutional team members to efficiently coordinate with Sales Relationship Managers and deploy the firm's business development resources and orchestrate the institutional sales process within an assigned territoryEnsure accurate, regularly updated information about prospect personnel, decision-making processes, and search activity is recorded in the firm's proprietary systemsCold call, establish relationships, and conduct formal presentations to articulately convey the firm's investment philosophy and strategies to prospects and their investment consultantsLead market expansion efforts within our EU territories, providing prospects with an introduction to FII and ensuring regulatory adherenceYour Qualifications:At least 2 years of experience, and demonstrated track record of success, selling investment management to institutions or high net worth individualsFluency in French and EnglishAbility to set, monitor, and accomplish goalsExperience addressing complex challenges managing a broad opportunity setWillingness to travel approximately 30% or more of the timeSolid investment knowledge; ideally previous institutional investment experienceAbility to apply mathematical and financial concepts such as geometric linking, cap/dollar/equal weightings, Alpha, Beta, Tracking Error, Information RatioAbility to read, analyse, and interpret general business periodicals, professional journalsWhy 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 dependents28 days annual leave, with the ability to purchase up to 3 additional days per year, plus up to 8 paid holidaysEnhanced maternity pay package with 16 weeks’ top up to full base pay for eligible employees$10,000* fertility, hormonal health and family-forming benefitA 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 contributionsGym subsidy of up to £50 per monthEmployee Assistance Program and other emotional wellbeing servicesA collaborative working environment that practises ongoing training, educational support and employee appreciation events*Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency. Read Less
  • German Institutional Sales Relationship Manager  

    - London
    Overview The Opportunity:As a German-speaking Institutional Sales Rela... Read More
    Overview The Opportunity:As a German-speaking Institutional Sales Relationship Manager, you will be an important asset to Fisher Investments Europe's Institutional sales efforts. Your efforts will include providing strategic coverage of institutional prospective clients up to a specific size within a specific territory (. institutional investors, including corporate and public pension plans, endowments, foundations, hospital organisations, nuclear decommissioning trusts, financial institutions, defined contribution service providers, and multi-employer plans). Reporting to our Head of Institutional Sales, you will partner with our Senior Sales Relationship Manager to build relationships with plan decision makers and consultants, meet face-to-face, and present to Institutional prospective clients. Your efforts will give Fisher the opportunity to close business with some of the world's largest pensions, foundations, endowments, and corporations.The Day-to-Day:Communicate with external partners and institutional team members to efficiently coordinate with Sales Relationship Managers and deploy the firm's business development resources and orchestrate the institutional sales process within an assigned territoryEnsure accurate, regularly updated information about prospect personnel, decision-making processes, and search activity is recorded in the firm's proprietary systemsCold call, establish relationships, and conduct formal presentations to articulately convey the firm's investment philosophy and strategies to prospects and their investment consultantsLead market expansion efforts within our EU territories, providing prospects with an introduction to FII and ensuring regulatory adherenceYour Qualifications:At least 2 years of experience, and demonstrated track record of success, selling investment management to institutions or high net worth individualsFluency in German and EnglishAbility to set, monitor, and accomplish goalsExperience addressing complex challenges managing a broad opportunity setWillingness to travel approximately 30% or more of the timeSolid investment knowledge; ideally previous institutional investment experienceAbility to apply mathematical and financial concepts such as geometric linking, cap/dollar/equal weightings, Alpha, Beta, Tracking Error, Information RatioAbility to read, analyse, and interpret general business periodicals, professional journalsWhy 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 dependents28 days annual leave, with the ability to purchase up to 3 additional days per year, plus up to 8 paid holidaysEnhanced maternity pay package with 16 weeks’ top up to full base pay for eligible employees$10,000* fertility, hormonal health and family-forming benefitA 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 contributionsGym subsidy of up to £50 per monthEmployee Assistance Program and other emotional wellbeing servicesA collaborative working environment that practises ongoing training, educational support and employee appreciation events*Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency. Read Less

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