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Dublin, Leinster, Ireland · Hybrid
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The associate will maintain investment strategies for international retail accounts by generating trade orders and processing foreign currency conversions. They will also collaborate with analysts and traders to execute portfolio shifts and design scalable operational workflows.
Candidates should hold a university degree and possess a sound knowledge of financial concepts and markets. While no professional experience is required, the ability to follow operational workflows and implement process improvements is highly valued.
Fisher Investments Ireland is the local entity of Fisher Investments, a privately held investment management firm that provides professional discretionary portfolio management services for high net worth individuals and some of the world's preeminent institutions. Fisher Investments' presence in Europe has grown significantly over the past decade, with a recent expansion into Ireland and Luxembourg. We're looking for someone with an analytical background to join our team as a Portfolio Operations Associate based in our Dublin office, and be a part of helping shape the future of Portfolio Operations at Fisher.
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 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:
*Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency.
Fisher Investments Japan is a branch of Fisher Investments Japan Limited, a subsidiary of Fisher Investments. For more information on Fisher Investments Japan, please visit https://institutional.fisherinvestments.com/ja-jp. Fisher Investments and its global affiliates manage assets across three principal business units: US Private Client, Institutional and Private Client International. Together, these groups serve a diverse global client base including corporations, public and multi-employer pension funds, foundations and endowments, insurance companies, health-care organizations, governments and high net worth families. Fisher Investments was founded in 1979 by Ken Fisher—a well-known innovator in investment theory and the author of 11 books, including 4 New York Times bestsellers. Ken wrote the Forbes “Portfolio Strategy” column from 1984 through 2016, making him the longest continuously running columnist in the magazine’s history. In recent years, Ken’s columns have run consistently in major media outlets around the world, spanning more countries and more volume than any other columnist of any type in history. Over the last decade, Ken has regularly appeared on CNBC, Fox Business, Fox News, CNN International, Yahoo Finance, Bloomberg TV, and numerous other financial news outlets. Careers Page: https://www.fishercareers.com/ Important Disclosures: https://institutional.fisherinvestments.com/ja-jp/disclaimer Privacy Policy: https://institutional.fisherinvestments.com/ja-jp/privacy
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