FAQs
What is the primary responsibility of a Securities Research Analyst at Fisher Investments?
The primary responsibility is to guide portfolio outperformance through timely and impactful coverage of stock holdings and to provide analysis and research on specific industries.
How much assets under management (AUM) does Fisher Investments have?
Fisher Investments manages over $250 billion in AUM.
What kind of background is required for this position?
A minimum of 2+ years of professional equity research experience is required, with experience in qualitative equity research on the buy and/or sell side.
What tools should I be familiar with for this role?
Experience with Bloomberg, Factset, Excel, or similar tools is preferred to produce insights related to equity performance.
Will I have opportunities for professional development?
Yes, Fisher Investments offers a learning and development framework customized for every employee to foster growth and skill improvement.
Is there a focus on communication skills in this position?
Yes, effective communication with multiple audiences, including executive-level stakeholders, is critical and should be relevant, concise, and efficient.
What kind of benefits does Fisher Investments offer?
Fisher Investments offers 100% paid medical, dental, and vision premiums, a 50% 401(k) match, 20 days of PTO, family support programs, and fertility-related benefits, among others.
How do Securities Research Analysts contribute to client communications?
Analysts participate in meetings, provide critical commentary to various groups, and deliver performance analysis and insights to the Investment Policy Committee and clients.
Is experience in writing equity research reports important for this position?
Yes, experience in writing equity research reports that utilize both data and qualitative findings to support investment decisions is essential.
What type of environment can I expect while working as a Securities Research Analyst?
You can expect a diverse and supportive environment that fosters collaboration among motivated peers who share a passion for markets and finance.