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Securities Research Analyst

  • Job
    Full-time
    Junior Level
  • Research & Development
    Banking & Finance

AI generated summary

  • You need 2+ years of equity research experience, strong communication skills, expertise in tools like Bloomberg, and the ability to write insightful research reports.
  • You will analyze sectors, develop portfolio themes, provide performance insights to the IPC, and communicate findings in meetings and forums with clients and teams.

Requirements

  • 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

Responsibilities

  • 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

FAQs

What qualifications are required for the Securities Research Analyst position?

The position requires 2+ years of professional equity research experience and previous work experience in a buy and/or sell-side firm conducting qualitative equity research.

What tools or software should candidates be familiar with?

Candidates should have experience working with Bloomberg, Factset, Excel, or similar tools to produce insights related to equity performance.

Will I have the opportunity to communicate with senior stakeholders?

Yes, the role involves communicating with multiple audiences, including executive-level stakeholders.

What kind of training will I receive as a Securities Research Analyst?

You will undergo in-depth training to develop quantitative and qualitative skills used by successful analysts in a diverse and supportive environment.

How does Fisher Investments support family and caregiver needs?

Fisher Investments offers Family Support programs, including 8 weeks of Paid Primary Caregiver Leave and benefits for fertility, hormonal health, and family forming, as well as back-up care for children, adults, and elders.

What is the paid time off policy for this role?

Employees in this role receive 20 days of PTO, in addition to 10 paid holidays.

What is the company's stance on diversity and inclusion?

Fisher Investments takes pride in its inclusive culture and is committed to being an Equal Opportunity Employer.

What kind of research will I be involved in?

You will guide portfolio outperformance through timely coverage of stock holdings and industry/thematic research focused on your assigned sector.

Are there opportunities for client engagement in this position?

Yes, Analysts participate in Investment Roundtables, Fisher Client Forums, and client/prospect meetings, providing critical commentary and research.

What benefits does Fisher Investments offer?

Fisher Investments offers exceptional benefits including 100% paid medical, dental, and vision premiums, a 50% 401(k) match, family support programs, and fertility benefits.

Bettering the Investment Universe

Finance
Industry
1001-5000
Employees
1979
Founded Year

Mission & Purpose

Fisher Investments is an independent, fee-only investment adviser. Fisher Investments manages assets across four principal business units: US Private Client, Institutional, Private Client International, and 401(k) Solutions. Together, these groups serve a diverse global client base including corporations, public and multi-employer pension funds, foundations and endowments, insurance companies, health-care organizations, governments and high net worth families. Fisher Investments was founded in 1979 by Ken Fisher—a well-known innovator in investment theory and the author of 11 books, including 4 New York Times bestsellers. Ken wrote the Forbes “Portfolio Strategy” column from 1984 through 2016, making him the longest continuously running columnist in the magazine’s history. In recent years, Ken’s columns have run consistently in major media outlets around the world, spanning more countries and more volume than any other columnist of any type in history. Over the last decade, Ken has regularly appeared on CNBC, Fox Business, Fox News, CNN International, Yahoo Finance, Bloomberg TV, and numerous other financial news outlets.