Securities Research Analyst

$85,000 - $125,000/Yr

Fisher Investments - Beaverton, OR

Full-time - Mid Level

Beaverton, OR

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

About the position

Fisher Investments is seeking finance and research-oriented professionals to join its Securities Research Group as Securities Analysts. This role involves driving portfolio outperformance through in-depth coverage of stock holdings and industry research, supporting the portfolio management team that oversees over $250 billion in assets under management. Analysts will develop expertise in specific sectors, analyze market trends, and provide actionable insights to the Investment Policy Committee (IPC).

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 IPC with regular and ad hoc performance analysis and commentary.
• Proactively 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

• Minimum 2 years' experience in equity research.
• Strong verbal and written communication skills.
• 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.
• Intellectual flexibility and drive to rapidly learn and test new ways of thinking and communicating.
• Comfortable with ambiguity and 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.
• 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, fertility, family forming, and hormonal health assistance and back-up child, adult, and elder care.
• $10,000 fertility, hormonal health and family-forming benefit.