Fisher Investments - Plano, TX
posted 3 months ago
Fisher Investments is seeking finance and research-oriented professionals to join our Securities Research Group as Securities Analysts. This team supports the portfolio management team, which manages over $250 billion in assets under management (AUM) and serves high-net-worth private clients as well as some of the world's leading institutions. As a Securities Analyst, you will play a crucial role in driving portfolio outperformance through timely and impactful coverage of stock holdings across various firm strategies and industry/thematic research for the Investment Policy Committee (IPC). You will have the opportunity to cover specific industries, gaining insights into trends and developments within your sector. In this role, you will cultivate your research and market knowledge alongside motivated peers who share a passion for the markets. You will receive in-depth training that will help you develop both quantitative and qualitative skills essential for successful analysts. Your expertise will grow as you learn to understand emerging trends and how they relate to Fisher Investments' key top-down themes. Reporting to the Securities Research Manager, you will be responsible for delivering timely and relevant research to the IPC and generating impactful portfolio recommendations. Your day-to-day responsibilities will include developing a comprehensive knowledge of our investment philosophy, processes, portfolio themes, and rationales. You will build expertise in your assigned sector to understand how market events impact forward relative returns, and you will develop and refine new or existing portfolio themes and views. Additionally, you will provide the IPC with regular and ad hoc performance analysis and commentary, proactively identifying industries and stocks likely to outperform selected benchmarks. Participation in Investment Roundtables, Fisher Client Forums, and client/prospect meetings will also be part of your role, where you will provide critical commentary to our Private Client Group, Fisher International, and Institutional Group through both written and oral communications.