Securities Research Analyst

Fisher Investments • Camas, WA

20h • Onsite

About The Position

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.

Requirements

• 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

Nice To Haves

• 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

Responsibilities

• 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

Benefits

• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed