Fisher Investments
Securities Research Analyst
Fisher Investments, Portland, Oregon, United States, 97204
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 rationalesBuild 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 viewsProvide 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 benchmarksParticipate 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 experienceExperience working in a buy and/or sell-side firm conducting applicable qualitative equity researchExperience communicating with multiple audiences over several platforms, including executive-level stakeholdersCommunicate in a Relevant, Concise, and Efficient manner to positively impact portfoliosHave the intellectual flexibility and drive to rapidly learn and test new ways of thinking, doing and communicating, while being comfortable with ambiguityExperience writing equity research reports utilizing data and qualitative findings to support investment decision-makingExperience 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 experienceEligible 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 dependentsA 50% 401(k) match, up to the IRS maximum20 days of PTO, plus 10 paid holidays Family Support programs including 8 week Paid Primary Caregiver Leave, fertility, family forming, and hormonal health assistance and back-up child, adult, and elder care$10,000 fertility, hormonal health and family-forming benefitFISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER