$90K-130K a year
Conduct in-depth equity research and capital markets analysis to support portfolio management and investment decisions.
3+ years of experience in equity research or capital markets, strong financial modeling skills, proficiency with financial databases, and a relevant bachelor's degree; CFA preferred.
Job Title: Securities Research Analyst Company Overview: Fisher Investments is a leading independent investment management firm with over $250 billion in assets under management. We specialize in providing tailored investment solutions to high-net-worth private clients and prestigious institutional investors worldwide. Our commitment to rigorous research and client-focused strategies has established us as a trusted partner in the financial industry. Role Overview: As a Securities Research Analyst at Fisher Investments, you will play a critical role in supporting our portfolio management team by conducting in-depth equity research and capital markets analysis. Your insights will directly influence investment decisions and help maintain our competitive edge in managing diverse portfolios. What You'll Do: - You will analyze financial statements, market trends, and economic data to evaluate securities. - You will develop detailed equity research reports and investment recommendations. - You will collaborate closely with portfolio managers to align research findings with investment strategies. - You will monitor industry developments and regulatory changes impacting securities. - You will assist in the construction and maintenance of financial models. - You will present research insights to internal teams and contribute to investment committee discussions. - You will support ad hoc research projects and special initiatives as needed. What You Bring: - You have 3+ years of experience in equity research, securities analysis, or capital markets. - You possess strong financial modeling and valuation skills. - You have proficiency in using financial databases and analytical tools such as Bloomberg, FactSet, or similar platforms. - You hold a Bachelor’s degree in Finance, Economics, or a related field; CFA designation is a plus. - You demonstrate excellent analytical thinking and attention to detail. - You have strong communication skills, both written and verbal, to effectively present complex information. Bonus Points If You Have: - Experience working with high-net-worth client portfolios or institutional investment teams. - Knowledge of global equity markets and macroeconomic factors. - Advanced proficiency in Excel and programming languages such as Python or R. - Prior experience in a fast-paced investment management environment. What We Offer: - We offer a collaborative and intellectually stimulating work environment. - We offer opportunities for professional growth and continuing education. - We offer competitive compensation and comprehensive benefits packages. - We offer flexible work arrangements to support work-life balance. - We offer access to cutting-edge financial tools and resources. Ready to Apply? Please submit your resume and a cover letter detailing your relevant experience and why you are interested in joining Fisher Investments. We look forward to reviewing your application and exploring how you can contribute to our team.
This job posting was last updated on 9/9/2025