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Securities Research Analyst

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Fisher Investments

2mo ago

  • Job
    Full-time
    Junior Level
  • Research & Development
    Banking & Finance
  • Garland

AI generated summary

  • You need 2+ years in equity research, experience with buy/sell-side firms, strong communication skills, ability to write reports, and proficiency with Bloomberg, Factset, or Excel.
  • You will analyze market events, develop portfolio themes, provide performance insights to IPC, and engage in client meetings with written and oral commentary.

Requirements

  • 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

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

FAQs

What is the main responsibility of a Securities Research Analyst at Fisher Investments?

The main responsibility is to guide portfolio outperformance through timely and impactful coverage of stock holdings across firm strategies and conduct industry/thematic research for the Investment Policy Committee (IPC).

How many years of experience are required for this position?

A minimum of 2 years of professional equity research experience is required.

What kind of training can I expect as a Securities Research Analyst?

You will receive in-depth training focused on developing quantitative and qualitative skills alongside motivated peers in a supportive environment.

What tools will I be expected to use in this role?

You will be using tools such as Bloomberg, Factset, Excel, and similar platforms to produce insights related to equity performance.

Will I be required to communicate with external audiences?

Yes, you will be expected to communicate with various audiences, including executive-level stakeholders, via written and oral communications.

What is the structure of the team I would be joining?

You will join a team of Securities Research Analysts and report to the Securities Research Manager while working closely with the portfolio management team.

What is the size of assets under management (AUM) that Fisher Investments handles?

Fisher Investments manages over $250 billion in assets under management (AUM).

What kind of benefits does Fisher Investments offer to employees?

Fisher Investments offers exceptional benefits including 100% paid medical, dental, and vision premiums, a 50% 401(k) match, 20 days of PTO plus 10 paid holidays, and family support programs, among others.

Is there an emphasis on company culture at Fisher Investments?

Yes, Fisher Investments takes great pride in its inclusive culture, emphasizing learning and development for every employee.

Can you describe the type of work environment Fisher Investments offers?

Fisher Investments provides a diverse, supportive environment that encourages collaboration and professional growth among its team members.

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Fisher Investments

Bettering the Investment Universe

Finance
Industry
1001-5000
Employees
1979
Founded Year

Mission & Purpose

Fisher Investments is an independent, fee-only investment adviser. Fisher Investments manages assets across four principal business units: US Private Client, Institutional, Private Client International, and 401(k) Solutions. Together, these groups serve a diverse global client base including corporations, public and multi-employer pension funds, foundations and endowments, insurance companies, health-care organizations, governments and high net worth families. Fisher Investments was founded in 1979 by Ken Fisher—a well-known innovator in investment theory and the author of 11 books, including 4 New York Times bestsellers. Ken wrote the Forbes “Portfolio Strategy” column from 1984 through 2016, making him the longest continuously running columnist in the magazine’s history. In recent years, Ken’s columns have run consistently in major media outlets around the world, spanning more countries and more volume than any other columnist of any type in history. Over the last decade, Ken has regularly appeared on CNBC, Fox Business, Fox News, CNN International, Yahoo Finance, Bloomberg TV, and numerous other financial news outlets.