• Finance Internship (2018-7537)

    Location UK-LND-London
    Portfolio Management
    Job ID
  • Overview

    Are you interested in working for a world class global investment firm and looking to start your career in Finance?


    Fisher 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 with over £100 billion in assets. Our organisation is looking for a Finance Intern to help our Private Client Advice teams and support our rapidly expanding business.


    The Opportunity:


    As 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-Day:

    • Liaise with external parties to gather information on prospective clients’ current investments
    • Prepare resources for prospective client meetings
    • Produce reports of prospective clients’ current investments with outside providers
    • Help review client profiles, identify cash flow requirements, current assets and potential account structures based on funding sources
    • Prepare and send resources to current clients
    • Assist in formulating elevations for senior management
    • Run cash flow and portfolio simulations for inclusion in the proposals
    • Contact losing providers for plan information

    Your Qualifications:

    • Strong oral and written communication skills
    • Relationship-building skills
    • Works well in a team-oriented setting
    • Responsible, accountable, self-motivated, proactive
    • Solid organisational and personal planning skills
    • Highly reliable and accurate
    • Attention to detail is a must
    • Ability to work under pressure and in a dynamic environment
    • A keen interest in the financial services industry

    Why Fisher Investments Europe:


    Fisher Investments Europe offers portfolio management tailored to clients’ long-term goals. Client assets are held at recognised European custodians and managed by Fisher Investments in the United States. Fisher Investments and Fisher Investments Europe use a simple and transparent fee structure that aligns our interests with our clients’ priorities. The Fisher organisation has a long history of managing global investments and helping people reach their long-term goals and objectives. Clients benefit from the stability of an organisation that manages over £100 billion in assets and has more than 40,000 customers worldwide. Fisher Investments Europe has been offering services to UK investors since 2000.


    To help our employees meet their long-term goals, we offer an array of benefits, including:

    • 100% coverage of the supplemental medical and dental premiums for you and your qualified dependents*
    • 28 days annual leave, increasing to 30 after 5 years of service, with ability to purchase up to 3 additional days
    • Annual Health Screening for you and your qualified dependents*
    • 6% company pension contribution with an additional company match up to 5%
    • Two pension contributions methods to choose from
    • Monthly gym subsidy
    • Interest-free season ticket loan available for purchase upon six months of employment**
    • Cyclescheme programme
    • Voluntary travel insurance (winter and non winter sports option)
    • A supportive, collaborative working environment
    • Employee appreciation events
    • Ongoing training and educational support

    We also provide a cumulative, continuous learning and development framework customised for every employee.


    But in the end, it’s not the perks that keep people here. They stay because they believe in our mission of service—our employees want to make a difference in an industry that can do better.


    Apply now to join the team!



    The information on your CV, your application, and any other information you submit to us will be used by Fisher Investments Europe Limited (trading as Fisher Investments UK) for the purpose of considering you for employment and processing your application in accordance with our privacy policy at https://www.fisherinvestments.com/en-gb/privacy#careers.


    Fisher Investments Europe is an equal opportunities employer.


    *Employees responsible for taxes

    **Available only to regular full-time employees with at least a 12-month contract