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 drive portfolio outperformance through impactful coverage of stock holdings and industry research, developing expertise in their assigned sectors while contributing 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 with the ability to interact with multiple audiences.
• 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 and communicating.
• Comfortable with ambiguity and enjoys 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.