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OverviewFisher Investments Europe is the European subsidiary of Fisher Investments, a privately-held investment management firm that provides professional discretionary portfolio management services for high net worth private clients and some of the world’s preeminent institutions. Our organisation is looking for a Finance Intern to help our Private Client Advice teams and support our rapidly expanding business.The OpportunityAs an Intern you will be involved in helping balance team workflow generated by our Private Client Directors along with helping members of the team with administrative tasks, assisting in dealing with requests from various departments and preparing materials for inclusion within client proposals. This is a fantastic opportunity for anyone looking to start a career in financial services and will give interns an in-depth understanding of the industry and of a firm that is expanding rapidly.The Day-to-DayLiaise with external parties to gather information on prospective clients’ current investmentsPrepare resources for prospective client meetingsProduce reports of prospective clients’ current investments with outside providersHelp review client profiles, identify cash flow requirements, current assets and potential account structures based on funding sourcesPrepare and send resources to current clientsAssist in formulating elevations for senior managementRun cash flow and portfolio simulations for inclusion in the proposalsContact losing providers for plan informationYour QualificationsStrong oral and written articulation skillsAbility to collaborate well within a teamHave a will-do attitude, be responsible, accountable and drivenBe efficient and coordinatedHighly reliable and accurateA keen interest in the financial services industryWhy Fisher Investments EuropeThe 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.BenefitsIt’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 eventsFISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER
