What are the responsibilities and job description for the Securities Research Analyst position at Fisher Investments?
Do you have experience in equity research and analysis or capital markets? Fisher Investment's Securities Research Group supports the portfolio management team, which manages over $250 billion in AUM and serves high-net-worth private clients and some of the world's preeminent institutions. We are now searching for finance and research-oriented professionals to join our team of Securities Research Analysts.
The Opportunity
Securities Analysts drive portfolio outperformance through timely and impactful coverage of stock holdings across firm strategies and industry/thematic research for the IPC. Analysts cover specific industries and learn about trends in their space.
You'll cultivate research and market knowledge alongside motivated peers who share a passion for markets and learn the quantitative and qualitative skills used by successful analysts with in-depth training and a diverse, supportive environment. You will develop an expertise in your sector/industry coverage and an understanding of emerging trends and how they relate to FI’s key top-down themes. You will report to the Securities Research Manager.
You’ll deliver timely and relevant research to the IPC and generate impactful portfolio recommendations.
The Day-to-Day
We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:
The Opportunity
Securities Analysts drive portfolio outperformance through timely and impactful coverage of stock holdings across firm strategies and industry/thematic research for the IPC. Analysts cover specific industries and learn about trends in their space.
You'll cultivate research and market knowledge alongside motivated peers who share a passion for markets and learn the quantitative and qualitative skills used by successful analysts with in-depth training and a diverse, supportive environment. You will develop an expertise in your sector/industry coverage and an understanding of emerging trends and how they relate to FI’s key top-down themes. You will report to the Securities Research Manager.
You’ll deliver timely and relevant research to the IPC and generate impactful portfolio recommendations.
The Day-to-Day
- 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
- Minimum 2 years’ experience in equity research
- Have strong verbal and written communication skills and the ability to interact with multiple audiences over several platforms, and a desire to support client service and sales efforts
- Communicates in an Actionable, Concise, and Efficient manner to drive portfolio impact
- Have the intellectual flexibility and drive to rapidly learn and test new ways of thinking, doing and communicating, while being comfortable with ambiguity
- Likes working with data to derive fact-based insights
- Empathetic and appreciates others’ strengths and opportunities for growth
We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:
- 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 (*17 days of PTO and 3 days of sick time for California employees)
- 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
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