Logo of Huzzle

Securities Research Analyst

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

AI generated summary

  • You need 2+ years in equity research, strong communication skills, data-driven insights, adaptability, and empathy to support clients and drive portfolio impact.
  • You will analyze sectors, assess market impacts, provide performance insights to the IPC, and engage in client discussions with commentary on investment strategies and portfolio themes.

Requirements

  • Minimum 2 years’ experience in equity research
  • Have strong verbal and written communication skills and the ability to interact with multiple audiences over several platforms, and a desire to support client service and sales efforts
  • Communicates in an Actionable, Concise, and Efficient manner to drive portfolio impact
  • Have the intellectual flexibility and drive to rapidly learn and test new ways of thinking, doing and communicating, while being comfortable with ambiguity
  • Likes working with data to derive fact-based insights
  • Empathetic and appreciates others’ strengths and opportunities for growth

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 is the minimum experience required for the Securities Research Analyst position?

A minimum of 2 years’ experience in equity research is required for this position.

What are the compensation details for this role?

The base salary ranges from $85,000 to $125,000 per year in the state of WA, with new hires typically starting at the lower end of the range depending on experience.

Is there a bonus associated with this position?

Yes, the role is eligible for a discretionary bonus based on firm and individual performance.

What types of benefits does Fisher Investments offer?

Fisher Investments offers exceptional benefits including 100% paid medical, dental, and vision premiums, a 50% 401(k) match, 20 days of PTO, family support programs, and a $10,000 fertility benefit.

What will the Securities Research Analyst be responsible for?

The Securities Research Analyst will develop a comprehensive knowledge of the investment philosophy, provide performance analysis and commentary to the IPC, and generate impactful portfolio recommendations.

Will the analyst have opportunities to communicate with clients?

Yes, the analyst will participate in client meetings and provide critical commentary to various groups through written and oral communications.

What type of skills are preferred for this role?

Strong verbal and written communication skills, the ability to interact with multiple audiences, and a knack for working with data to derive fact-based insights are preferred.

Is there a focus on a particular industry for this position?

Yes, the analyst will build expertise on an assigned sector to understand its market dynamics and develop portfolio themes.

What kind of training or development does Fisher Investments provide?

Fisher Investments offers in-depth training and a supportive environment to help employees cultivate research and market knowledge alongside motivated peers.

Is Fisher Investments an equal opportunity employer?

Yes, Fisher Investments is an equal opportunity employer.

Search and find a job today, all the latest jobs just a click away!

Human Resources
Industry
51-200
Employees
2011
Founded Year

Mission & Purpose

ClickJobs.io is an online job platform that connects employers with job seekers through a streamlined, user-friendly interface. Their ultimate mission is to simplify and enhance the job search and recruitment process, making it easier for candidates to find opportunities and for employers to identify top talent. Their purpose is to provide an efficient and effective recruitment solution, leveraging technology to facilitate meaningful connections and support career advancement and organizational success.