What are the responsibilities and job description for the Securities Research Analyst position at Fisher Investments?
Overview
Do you have experience in equity research or investment analysis? Are you interested in a long-term career in wealth and asset management? Fisher Investment's Securities Research Group supports the portfolio management team, which manages over $350 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 guide 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 create 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:
Do you have experience in equity research or investment analysis? Are you interested in a long-term career in wealth and asset management? Fisher Investment's Securities Research Group supports the portfolio management team, which manages over $350 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 guide 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 create 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
- Equity research experience (preferred)
- Experience writing research reports using data and qualitative findings to support investment decision-making
- Experience communicating with multiple audiences over several platforms, including executive-level stakeholders
- Communicate in a Relevant, Concise, and Efficient manner to positively impact portfolios
- Have the intellectual flexibility and drive to rapidly learn and test new ways of thinking, doing and communicating, while being comfortable with ambiguity
- Experience working with Bloomberg, Factset, Excel, or similar tools to produce applicable insights-centric to equity performance
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
- Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care
- This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change.