Fisher Investments

Compensation

Full Description

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 that impact a diverse range of clients, helping to drive portfolio performance and growth. 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 affecting securities. - You will assist in the construction and maintenance of financial models to forecast company performance. - You will present research insights to internal teams and contribute to investment committee discussions. - You will support the continuous improvement of research methodologies and tools. What You Bring: - You have 3+ years of experience in equity research, capital markets, or a related financial analysis role. - You possess strong analytical skills with proficiency in financial modeling and valuation techniques. - You have a deep understanding of equity markets, securities analysis, and investment principles. - You hold a Bachelor’s degree in Finance, Economics, or a related field; CFA designation is preferred. - You demonstrate excellent communication skills, both written and verbal, with the ability to present complex information clearly. Bonus Points If You Have: - Experience working with high-net-worth client portfolios or institutional investment strategies. - Familiarity with advanced data analytics tools and software such as Bloomberg, FactSet, or similar platforms. - Knowledge of regulatory environments and compliance related to securities research. - A proactive approach to problem-solving and continuous learning. What We Offer: - We offer a competitive salary and performance-based bonuses. - We offer comprehensive health, dental, and vision insurance plans. - We offer opportunities for professional development and support for obtaining industry certifications. - We offer a collaborative and inclusive work environment that values innovation. - We offer flexible work arrangements to support work-life balance. Ready to Apply? To join our dynamic Securities Research Group, please submit your resume and cover letter through our careers page at www.fisherinvestments.com/careers. We look forward to exploring how your expertise can contribute to our team’s success.