Securities Research Analyst

$85,000 - $125,000/Yr

Fisher Investments - Camas, WA

Full-time - Mid Level

Camas, WA

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

About the position

Fisher Investments is seeking finance and research-oriented professionals to join our Securities Research Group as Securities Analysts. This role is pivotal in supporting our 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 drive 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 position, 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 deliver timely and relevant research to the IPC and generate 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.

Responsibilities

• Drive portfolio outperformance through timely and impactful coverage of stock holdings.
• Cultivate research and market knowledge alongside motivated peers.
• Develop expertise in assigned sector to understand market events and their impact on returns.
• Provide regular and ad hoc performance analysis and commentary to the IPC.
• Identify industries and stocks likely to outperform selected benchmarks.
• Participate in Investment Roundtables and Fisher Client Forums.
• Provide critical commentary to Private Client Group, Fisher International, and Institutional Group.

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 learn and test new ways of thinking.
• Comfortable with ambiguity and working with data to derive 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 weeks Paid Primary Caregiver leave, adoption assistance, and back-up child care.
• $10,000 fertility, hormonal health and family-forming benefit.