Fixed Income Research Analyst — Hybrid, Client-Focused

Fisher Investments; Tampa (FL); Hybrid; USD 90,000 - 130,000; Full time

Benefits offered by this job

Medical, dental & vision premiums paid

401(k) match up to IRS maximum

PTO 20 days plus 10 holidays

Family support programs

Hybrid work from home program

Job summary

Fisher Investments is seeking a passionate fixed income professional to play a critical role in the investment decision making process. As a Research Analyst covering Fixed Income, you will support the Investment Policy Committee by ensuring our bond strategies reflect macro forecasts and themes, and you will communicate insights to internal clients and the firm's largest clients.

In this hands-on role, you will examine holdings, generate investment ideas, and help develop portfolio themes.

Qualifications

• 3+ years of experience evaluating different types of bonds (Corporate, Municipal, Asset-backed and Sovereign).
• Experience supporting client service and sales efforts.
• Ability to express probability concisely from multiple possibilities.
• Experience testing and improving current processes.
• Experience interpreting current events into tangible recommendations.
• Experience with data to find fact-based insights.

Responsibilities

• Examine current and potential holdings and identify bonds likely to outperform benchmarks.
• Support the Investment Policy Committee through performance commentary and idea generation.
• Understand how market events affect forward relative returns and develop portfolio themes.
• Develop knowledge of Fisher Investments' investment philosophy and processes.
• Suggest and implement output, process and system upgrades to boost productivity.

Skills

Bond evaluation

Client service experience

Probabilistic reasoning

Process improvement

Economic interpretation

Data-driven insights

Job description

Fisher Investments is seeking a passionate fixed income professional to play a critical role in the investment decision making process. As a Research Analyst covering Fixed Income, you will support the Investment Policy Committee by ensuring our bond strategies reflect macro forecasts and themes, and you will communicate insights to internal clients and the firm's largest clients.

In this hands-on role, you will examine holdings, generate investment ideas, and help develop portfolio themes.