Securities Research Analyst

Fisher Investments

4.1

(21)

Camas, WA

Why you should apply for a job to Fisher Investments:

  • 4.1/5 in overall job satisfaction
  • 4.5/5 in supportive management
  • 86% say women are treated fairly and equally to men
  • 76% would recommend this company to other women
  • 71% say the CEO supports gender diversity
  • Ratings are based on anonymous reviews by Fairygodboss members.
  • All women are eligible for 18-20 weeks of time off for bonding after childbirth; non-birthing parents are eligible for up to 12 weeks.
  • 20 days of PTO, plus 9 paid holidays.
  • Offering up to 10 days annually for back-up childcare.
  • #2025-15851

    Position summary

    and a diverse, supportive environment. You will develop an expertise in your sector/industry coverage and an understanding of emerging trends and how they relate to FI's key top-down themes. You will report to the Securities Research Manager. You'll deliver timely and relevant research to the IPC and create impactful portfolio recommendations.

    The Day-to-Day:

    • 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

    Your Qualifications:

    • 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

    Compensation:

    • $85,000 - $125,000 base salary per year in the state of WA - New hires should expect to start at the lower end of the range depending on experience

    • Eligible for a discretionary bonus based on firm and individual performance

    Why Fisher Investments:

    We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:

    • 100% paid medical, dental and vision premiums for you and your qualifying dependents

    • A 50% 401(k) match, up to the IRS maximum

    • 20 days of PTO, plus 10 paid holidays

    • Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care

    • This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change.

    FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

    Why you should apply for a job to Fisher Investments:

  • 4.1/5 in overall job satisfaction
  • 4.5/5 in supportive management
  • 86% say women are treated fairly and equally to men
  • 76% would recommend this company to other women
  • 71% say the CEO supports gender diversity
  • Ratings are based on anonymous reviews by Fairygodboss members.
  • All women are eligible for 18-20 weeks of time off for bonding after childbirth; non-birthing parents are eligible for up to 12 weeks.
  • 20 days of PTO, plus 9 paid holidays.
  • Offering up to 10 days annually for back-up childcare.