Securities Research Analyst

Fisher Investments - Plano, TX

Full-time - Mid Level

Plano, TX

Securities, Commodity Contracts, and Other Financial Investments and Related Activities

About the position

Fisher Investments is seeking finance and research-oriented professionals to join their Securities Research Group as Securities Analysts. This role supports the portfolio management team, which manages over $250 billion in assets under management (AUM) and serves high-net-worth private clients and prestigious institutions. Analysts will guide portfolio outperformance through timely coverage of stock holdings and industry research, developing expertise in specific sectors and contributing to impactful portfolio recommendations.

Responsibilities

• Develop a comprehensive knowledge of the investment philosophy, process, portfolio themes, and rationales.
• Build expertise on an assigned sector to understand how market events impact forward relative returns.
• Provide the Investment Policy Committee (IPC) with regular and ad hoc performance analysis and commentary.
• Identify industries and stocks likely to outperform selected benchmarks.
• Participate in Investment Roundtables, Fisher Client Forums, and client/prospect meetings, providing critical commentary to various groups.

Requirements

• 2+ years of professional equity research experience.
• Experience working in a buy and/or sell-side firm conducting qualitative equity research.
• Ability to communicate with multiple audiences, including executive-level stakeholders.
• Experience writing equity research reports utilizing data and qualitative findings.
• Proficiency in Bloomberg, Factset, Excel, or similar tools.

Nice-to-haves

• Intellectual flexibility and drive to learn and test new ways of thinking and communicating.
• Comfortable with ambiguity.

Benefits

• 100% paid medical, dental, and vision premiums for employees and qualifying dependents.
• 50% 401(k) match, up to the IRS maximum.
• 20 days of PTO, plus 10 paid holidays.
• Family Support programs including 8 weeks of Paid Primary Caregiver Leave, fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care.
• $10,000 fertility, hormonal health, and family-forming benefit.