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Securities Research Analyst

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Fisher Investments

2mo ago

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

AI generated summary

  • You need 2+ years in equity research, experience with buy/sell-side firms, strong communication skills, report writing ability, and proficiency in tools like Bloomberg and Excel.
  • You will analyze market events in your sector, offer performance insights to the IPC, and provide commentary in meetings while cultivating investment themes and outperforming stock ideas.

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 primary role of a Securities Research Analyst at Fisher Investments?

The primary role of a Securities Research Analyst at Fisher Investments is to guide portfolio outperformance through timely and impactful coverage of stock holdings, conduct industry and thematic research, and deliver relevant research to the Investment Policy Committee (IPC).

What qualifications are required for this position?

Candidates should have 2+ years of professional equity research experience, experience within a buy and/or sell-side firm conducting qualitative equity research, and proficiency in communicating with various audiences, including executive-level stakeholders.

What tools and software should candidates be familiar with?

Candidates should have experience working with Bloomberg, Factset, Excel, or similar tools to produce insights related to equity performance.

Is training provided for new Securities Research Analysts?

Yes, in-depth training is provided to help analysts develop quantitative and qualitative skills alongside motivated peers in a supportive environment.

How many days of paid time off (PTO) does Fisher Investments offer?

Fisher Investments offers 20 days of paid time off (PTO), in addition to 10 paid holidays.

Are there benefits for family support?

Yes, Fisher Investments provides family support programs, including 8 weeks of paid primary caregiver leave, fertility assistance, family forming, hormonal health assistance, and access to back-up care for children, adults, and elders.

How does Fisher Investments support employee retirement savings?

Fisher Investments offers a 401(k) plan with a 50% match, up to the IRS maximum.

What is the company culture like at Fisher Investments?

Fisher Investments prides itself on its inclusive culture and emphasis on learning and development, creating a diverse and supportive work environment for employees.

Does the position require participation in client meetings?

Yes, Securities Research Analysts are expected to participate in Investment Roundtables, Fisher Client Forums, and client/prospect meetings while providing critical commentary to various groups within the firm.

Is Fisher Investments an equal opportunity employer?

Yes, Fisher Investments is an equal opportunity employer, committed to creating a diverse workforce.

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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.