Global Custody Management Project Analyst

Fisher Investments • Plano, TX

19h • Onsite

About The Position

Do you excel at managing projects and collaborating across teams? As a GCM Project Analyst, you'll help turn strategic ideas into applicable plans across countries and custodians. This role is ideal for someone who excels, enjoys working with both internal and external partners, and wants to build deep expertise in project execution. The Opportunity: As a GCM Project Analyst, you will lead the execution of multiple projects, while also providing a regional layer of support for global projects. You will also serve as the primary contact channel to the stakeholders on these projects. You will report to a GCM Team Leader, who will provide support and professional development opportunities. The Day-to-Day: Lead the execution of country-specific and custodian projects, ensuring timelines, deliverables, and quality standards are met independently. Lead regional implementation of global initiatives, ensuring understanding of 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. Facilitate cross-team collaboration, coordinating with multiple internal groups to align priorities, resolve conflicts, and keep projects on track. 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 plans. Provide project or operational support to other GCM project teams and regional relationship management teams. Your Qualifications: Minimum 2+ years of experience, preferably B2B and/or in financial services. Experience successfully managing multiple complex projects simultaneously to completion. Exceptional project management, 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 achieve resolution. Microsoft Excel and JIRA experience preferred, not required. Why Fisher Investments: We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like: 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. FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

Requirements

• Minimum 2+ years of experience, preferably B2B and/or in financial services.
• Experience successfully managing multiple complex projects simultaneously to completion.
• Exceptional project management, 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 achieve resolution.

Nice To Haves

• Microsoft Excel and JIRA experience preferred, not required.

Responsibilities

• Lead the execution of country-specific and custodian projects, ensuring timelines, deliverables, and quality standards are met independently.
• Lead regional implementation of global initiatives, ensuring understanding of 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.
• Facilitate cross-team collaboration, coordinating with multiple internal groups to align priorities, resolve conflicts, and keep projects on track.
• 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 plans.
• Provide project or operational support to other GCM project teams and regional relationship management teams.

Benefits

• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed