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.