Securities Research Analyst

Fisher Investments; Gresham (OR); On-site; USD 85,000 - 125,000; Full time

Job summary

Fisher Investments is seeking a Securities Research Analyst to join their Securities Research Group. This role involves guiding portfolio outperformance through equity research and analysis, requiring strong communication skills and a deep understanding of market trends. The position offers comprehensive training and a supportive environment, with a competitive salary and benefits.

Benefits

100% paid medical, dental and vision premiums

50% 401(k) match

20 days of PTO plus 10 paid holidays

Family Support programs

Hybrid work from home program eligibility

Qualifications

• 2+ years of professional equity research experience.
• Experience in buy/sell-side firms conducting qualitative research.
• Ability to communicate effectively with executive-level stakeholders.

Responsibilities

• Guide portfolio outperformance through timely coverage of stock holdings.
• Provide performance analysis and commentary to the Investment Policy Committee.
• Develop sector expertise and deliver impactful portfolio recommendations.

Skills

Equity research

Market analysis

Communication

Analytical skills

Tools

Bloomberg

Factset

Excel

Job description

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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 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
  
  

Your Qualifications

• 2+ years of professional equity research experience
• Experience working in a buy and/or sell-side firm conducting applicable qualitative equity research
• 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 writing equity research reports utilizing data and qualitative findings to support investment decision-making
• Experience working with Bloomberg, Factset, Excel, or similar tools to produce applicable insights-centric to equity performance
  
  

Compensation

• $85,000 - $125,000 base salary per year in the state of WA - New hires should expect to start at the lower end of the range depending on experience
• Eligible for a discretionary bonus based on firm and individual performance
  
  

Why Fisher Investments

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.
  
  

FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Research, Analyst, and Information Technology

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