Portfolio Operations Associate

2 weeks ago

Dublin, Ireland Fisher Investments Full time

The Opportunity:
As a Portfolio Operations Associate at Fisher Investments Ireland, you will be part of Fisher's Portfolio Management Group.
You will maintain investment strategies for our international retail accounts.
Your primary responsibilities will involve generating account-specific trade orders; helping coordinate and execute portfolio shifts, regularly working with Portfolio Operations Analysts, Portfolio Engineers and Traders; matching trades with counterparties; and processing foreign currency conversions.
As a member of this newer team you will be encouraged to suggest strategic solutions to automate and scale our daily processes, increasing our efficiency while providing unparalleled service to our valued clients.
The Day-to-Day:
Oversee trade order generation in new client accounts and existing client accounts to align with the appropriate strategy
Produce account level trade orders to implement strategy level changes
Facilitate prompt and accurate execution of client trade requests
Support client services by serving as a point of contact for questions related to individual client portfolios
Perform operational tasks related to client portfolio management
Help design, execute, and maintain scalable workflows and systems that support the future growth of our business
Your Qualifications:
A university degree or equivalent combination of education and experience
No professional experience required, while some is favoured
Be able to follow operational workflows
A sound knowledge of financial concepts, markets, and current events
Experience implementing process improvements
Native or fluent English language skills.
Proficiency in other European languages is beneficial but not required
Eagerness to help expand a growing team
Experience communicating on a team and able to work to a high level of detail
Why Fisher Investments Ireland:
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 Fisher Investments and Fisher Investments Ireland align with our clients' priorities 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 healthcare and dental 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 11 paid holidays
Enhanced maternity pay package with 26 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 pension contribution of your base pay and an additional company match of up to 5% of base pay
Monthly gym subsidy of up to €50 per month
Employee Assistance Program and other emotional wellbeing services
A collaborative working environment that practices 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 IRELAND IS AN EQUAL OPPORTUNITY EMPLOYER
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