Securities Research Analyst
Fisher Investments - Camas, WA
posted 6 months ago
About the position
Fisher Investments is seeking experienced finance and research-oriented professionals to join our Securities Research Group as Securities Research Analysts. This team plays a crucial role in supporting the portfolio management team, which oversees over $250 billion in assets under management (AUM) and caters to high-net-worth private clients as well as some of the world's leading institutions. As a Securities Research Analyst, you will be responsible for driving portfolio outperformance through timely and impactful coverage of stock holdings across various firm strategies and conducting industry and thematic research for the Investment Policy Committee (IPC). In this role, you will cultivate your research and market knowledge alongside motivated peers who share a passion for the financial 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 focus on specific sectors or industries, allowing you to understand emerging trends and their implications for Fisher Investments' key top-down themes. You will report directly to the Securities Research Manager and will be expected to deliver timely and relevant research to the IPC, generating impactful portfolio recommendations. Your day-to-day responsibilities will include developing a comprehensive understanding of our investment philosophy and processes, building expertise in your assigned sector, providing regular performance analysis and commentary to the IPC, and participating in various meetings to provide critical insights to our Private Client Group and Institutional Group. This position offers a unique opportunity to contribute to the investment strategies of a leading firm while working in a collaborative and supportive environment.
Responsibilities
- Develop a comprehensive knowledge of our investment philosophy, process, portfolio themes and rationales.
- Build expertise on an assigned sector to understand how market events impact forward relative returns, and develop and hone new and/or existing portfolio themes and views.
- Provide the Investment Policy Committee (IPC) with regular and ad hoc performance analysis and commentary, and proactively help to identify industries and stocks likely to outperform selected benchmarks.
- Participate in Investment Roundtables, Fisher Client Forums, and client/prospect meetings, and provide critical commentary to our Private Client Group, Fisher International and Institutional Group via written and oral communications.
Requirements
- Minimum 2 years' experience in equity research.
- Strong verbal and written communication skills with the ability to interact with multiple audiences over several platforms.
- Desire to support client service and sales efforts.
- Ability to communicate in an actionable, concise, and efficient manner to drive portfolio impact.
- Intellectual flexibility and drive to rapidly learn and test new ways of thinking, doing, and communicating, while being comfortable with ambiguity.
- Enjoy working with data to derive fact-based insights.
- Empathetic and appreciates others' strengths and opportunities for growth.
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 weeks Paid Primary Caregiver leave, adoption assistance and back-up child care
- $10,000 fertility, hormonal health and family-forming benefit
