Fisher Investments

Global Custody Management Custodian Analyst

Fisher Investments • $80K — $120K *
Camas, WA 98607In-Person
Finance & Insurance
Less than 5 years of experience
Reposted 4 days ago
Be an Early Applicant
Job Overview by Ladders

Qualifications

  • 2+ years in relationship management, preferably B2B in financial services
  • Strong verbal and written communication skills
  • Excellent critical thinking, organizational, and time management abilities
  • Ability to work in a fast-paced and flexible environment
  • Proficient in mitigating complex operational challenges with internal and external partners
  • Familiarity with Microsoft Excel and JIRA preferred

Responsibilities

  • Serve as primary contact for custodians and stakeholders, resolving complex inquiries
  • Act as the subject matter expert on custodian operations and client requirements
  • Monitor custodian performance and track patterns indicating risk or opportunities
  • Lead discussions with custodian managers to ensure accountability on performance metrics
  • Identify and introduce service enhancements for efficiency and improved client experience
  • Support GCM project and regional teams as necessary

Benefits

  • Opportunities for professional development and career growth
  • Access to a dynamic and fast-paced work environment
  • Collaborative team atmosphere with a focus on service excellence
  • Eligibility for performance-based discretionary bonuses
Full Job Description
Overview

The Opportunity:

As a GCM Custodian Analyst, you will be the primary business contact and communication channel for assigned custodians and internal teams within your region, delivering daily operational support and maintaining high service standards. You will partner closely with management to hold custodians accountable to key performance metrics, while ensuring internal stakeholders needs are met. You will contribute to service enhancements and own projects that improve operational efficiency and the client experience. You will have the opportunity to contribute to critical initiatives and influence improvements that directly impact client service and operational excellence. You will report to a GCM Team Leader.

The Day-to-Day:
  • Serve as primary point of contact for assigned custodians and internal stakeholders, resolving complex requests and questions in an accurate and timely manner
  • Be the subject matter expert on custodian operations and client needs
  • Monitor custodian performance, track trends, concerns, requests, and highlight patterns that may signal risk, opportunity, or client dissatisfaction
  • Lead calls with custodian managers to deliver feedback and ensure accountability to key performance metrics
  • Identify and implement service enhancements to improve operational efficiency and client experience
  • Support other GCM project and regional teams as needed

Your Qualifications:
  • Minimum 2+ years of relationship management experience, preferably B2B in financial services
  • Strong verbal and written communication skills
  • Exceptional critical thinking, organizational and time management skills
  • Thrive in a fast-paced environment, demanding flexibility and creativity
  • Comfortable identifying complex operational challenges and coordinating between internal and external partners to resolve them
  • Prefer Microsoft Excel and JIRA experience

Compensation:
  • $80,200 - $120,000 base salary per year in the state of WA. New hires should expect to start at the lower end of the range depending on experience
  • Eligible for a discretionary bonus based on firm and individual performance

Why Fisher Investments:

  • 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 including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care
  • 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.

About Fisher Investments

Fisher Investments is a privately owned investment management firm founded in 1979 by Ken Fisher. The company is headquartered in Camas, Washington, and has offices in the United States, Europe, and Asia. Fisher Investments manages assets for individuals and institutions, including pension plans, endowments, and foundations. The company is known for its investment philosophy, which emphasizes a global perspective and a focus on long-term growth. Fisher Investments has been recognized for its performance and has won numerous awards for its investment strategies.
Learn more about Fisher Investments
Size
3,500 employees
Industry
Finance & Insurance
Founded
1979
* Ladders Estimates

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