Securities Research Analyst

$85,000 - $125,000/Yr

Fisher Investments - Beaverton, OR

posted about 2 months ago

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.
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