Project Manager, Shareholder Services
POSITION OVERVIEW: Mutual fund project management position that supports new product releases, conversions, fund mergers and liquidations, proxy notifications and mailings, and various other fund initiatives. Manages projects, coordinates activities, and communicates with fund service providers and internal teams. KEY JOB DUTIES AND RESPONSIBILITIES: · Develop, manage, and document project plans for Mutual Fund initiatives · Coordinate and support various shareholder service activities · Provide clear and concise product initiative communications to both internal and external interested parties Read more […]
Inside Sales
Inside Investment Management Sales – Vice President for a $40+ billion Investment Advisor Fisher Investments is searching for highly qualified financial sales specialists to join our team as a Vice President. A qualified candidate has previous success selling portfolio management services to individual stock market investors, is goal-oriented, and articulate. Fisher Investments is a privately-held investment management firm headquartered in the San Francisco Bay Area managing portfolios for high-net-worth private clients and some of the world’s preeminent institutions. Kenneth L. Fisher, our Read more […]
Regional Vice President of Business Development
Fisher Investments is a privately-held investment management firm headquartered in the San Francisco Bay Area, managing portfolios for high-net worth individuals and institutions. We are searching for highly qualified financial sales specialists to join our team as a Regional Vice President of Business Development. Qualified candidates should have extensive experience and demonstrated success in building new relationships with High Net Worth investors and or other B2C level financial selling. This individual has a strong entrepreneurial spirit and is also well integrated into their community. Though Read more […]
Regional Vice President
Fisher Investments is searching for highly qualified financial sales specialists to join our team as a regional Vice President. A qualified candidate has previous success selling portfolio management services to individual stock market investors, is goal-oriented, and articulate. Fisher Investments is a privately-held investment management firm headquartered in the San Francisco Bay Area managing portfolios for high-net-worth private clients and some of the world’s preeminent institutions. Kenneth L. Fisher, our Founder, CEO and Chief Investment Officer, is the author of several finance books Read more […]
Annuity Specialist
Annuities aren’t for every investor – in fact, we’ve found that some investors who own annuities wish they never purchased one! As a result of our research and with the objective of putting our clients’ interests at Fisher Investments first, we have developed a unique program that offers an extremely attractive option to qualified investors who own an annuity, but are unsure if it is truly appropriate for their investment portfolio. As part of that program, Annuity Counselors work with prospective and current Fisher Investments’ high-net-worth clients in regard to their existing annuities. Read more […]
Institutional Sales Professional
Position Description Morgan Stanley Investment Management, together with its investment advisory affiliates, has 563 investment professionals around the world and $338 billion in assets under management or supervision as of December 31, 2012. MSIM strives to provide outstanding long-term investment performance, service and a comprehensive suite of investment management solutions to a diverse client base, which includes governments, institutions, corporations and individuals worldwide.MSIM is comprised of several distinct institutional-focused businesses, including: a long-only institutional business, Read more […]
Senior Liquidity Sales Professional
Position Description Responsibilities: The Global Liquidity Sales team is looking to hire an experienced Sale Professionals based in the Southwest US. This person can be based out of Dallas, Houston or Chicago. The territory would encompass approximately 11 states in the Southwest, Plains, and upper Midwest. The individual will be responsible for calling on corporations, banks, bank capital markets desks, hedge funds, universities, municipalities, and any other potential institutional prospect segment. The qualified candidate will focus on developing new money fund and separate account relationships Read more […]
Global Relationship Manager
Are you looking to get out of the brokerage world but continue your finance career by joining a world-class Investment Manager? Tired of financial sales? Maybe it’s time to rethink your employer and start focusing on managing client relationships. Fisher Investments is a privately-held investment management firm that manages portfolios for high-net-worth private clients and some of the world’s preeminent institutions. CEO Ken Fisher was recognized in 2010 as one of 30 most influential industry figures in last 30 years.* We are one of the largest independent investment advisers with tens Read more […]
Fixed Income (especially Rates) Portfolio Manager
Highly renowned, international asset management firm looking to expand its well-established Global and UK Fixed Income team with a Rates-specialist Portfolio Manager. The Candidate Requirements: – Strong analytical capability and strategic understanding. – Portfolio management experience with proven impressive track-record / PL. – Exceptional academic background. – Ideally CFA qualified.
Snr Investment Writer
Major global securities house seeks an experienced investment writer to be responsible for developing and producing a wide range of investment communications across the firm’s product range for the EMEA region. The successful candidate will have significant experience of working in an investment writing role and producing attractive, accurate and timely financial copy within a deadline driven and highly pressurised environment. A good knowledge of the fund management industry and a range of products, to include alternatives is essential, together with an interest in and awareness of current Read more […]