Global Custody Management Project Analyst

The Opportunity

The Global Custody Management (GCM) team establishes and manages Fisher Investments' business-to-business (B2B) custody relationships worldwide, ensuring our clients and Fisher receive the highest level of service and solutions from custodial partners.

Your Role

• Own the execution of country-specific and custodian projects, ensuring timelines, deliverables, and quality standards are met independently
• Lead regional implementation of global initiatives, ensuring alignment with local operations, managing dependencies, and mitigating risks
• Partner with custodians and act as the primary regional liaison between the global project team, custodian management team, and internal stakeholders to provide updates, escalate issues or risks, and ensure smooth project execution
• Create and maintain project plans, track progress, document milestones, and provide regular status updates
• Organize and lead project meetings, prepare agendas and materials, document action items, and follow up to ensure completion
• Analyze project performance and outcomes, identify lessons learned, and recommend improvements for future initiatives
• Provide project or operational support to other GCM project teams and regional relationship management teams as needed

Qualifications

• Minimum 2 years of project management experience, with a preference in B2B in financial services
• Demonstrated track record of successfully managing multiple complex projects simultaneously to completion
• Exceptional project management, organizational and time management skills
• Comfortable identifying complex operational challenges and coordinating between internal and external partners to achieve resolution
• Microsoft Excel and JIRA experience