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 personalized portfolio management services 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 client 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, capital markets, or a related financial analysis role. - You possess strong analytical skills with proficiency in financial modeling and valuation techniques. - You have a solid understanding of equity markets, securities analysis, and investment principles. - You are proficient in Excel, Bloomberg, and other financial research tools. - You demonstrate excellent communication skills, both written and verbal. - You hold a Bachelor’s degree in Finance, Economics, or a related field; CFA designation is a plus. Bonus Points If You Have: - Experience working with high-net-worth client portfolios or institutional investment strategies. - Familiarity with alternative investments and global markets. - Advanced proficiency in data analytics or programming languages such as Python or R. - Prior experience in a fast-paced asset management environment. What We Offer: - We offer a collaborative and dynamic work environment that fosters professional growth. - We offer competitive compensation and comprehensive benefits packages. - We offer opportunities for continuing education and professional development. - We offer access to cutting-edge financial research tools and resources. - We offer a culture that values innovation, integrity, and client-centric service. Ready to Apply? Please submit your resume and cover letter through our careers portal at www.fisherinvestments.com/careers. We look forward to learning how your expertise can contribute to our team’s success.