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At Fisher Investments - Plano

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Fisher Investments

Global Custodian Analyst

Plano, TXPosted Aug 13, 2026

Apply on company site View full job

Why you should apply for a job to Fisher Investments:

Ranked as one of the Best Finance Companies in 2024
4.1/5 in overall job satisfaction
4.5/5 in supportive management
86% say women are treated fairly and equally to men
76% would recommend this company to other women
71% say the CEO supports gender diversity

Ratings are based on anonymous reviews by Fairygodboss members. See all reviews ›

The Opportunity:

As a GCM Custodian Analyst, you will be the primary business contact and communication channel for assigned custodians and internal teams within your region, delivering daily operational support and maintaining high service standards. You will partner closely with management to hold custodians accountable to key performance metrics, while ensuring internal stakeholders needs are met. You will contribute to service enhancements and own projects that improve operational efficiency and the client experience. You will have the opportunity to contribute to critical initiatives and influence improvements that directly impact client service and operational excellence. You will report to a GCM Team Leader.

The Day-to-Day:

Serve as primary point of contact for assigned custodians and internal stakeholders, resolving complex requests and questions in an accurate and timely manner
Be the subject matter expert on custodian operations and client needs
Monitor custodian performance, track trends, concerns, requests, and highlight patterns that may signal risk, opportunity, or client dissatisfaction
Lead calls with custodian managers to deliver feedback and ensure accountability to key performance metrics
Identify and implement service enhancements to improve operational efficiency and client experience
Support other GCM project and regional teams as needed

Your Qualifications:

Minimum 2+ years of relationship management experience, preferably B2B in financial services
Strong verbal and written communication skills
Exceptional critical thinking, 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 resolve them
Prefer Microsoft Excel and JIRA experience

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

About Fisher Investments

At Fisher Investments, we’re dedicated to providing unparalleled service and helping our clients meet their long-term financial goals.

Size: 5,001-10,000 employees
Industry: Finance: Asset Management

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