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Equity Research Specialist

2 months ago

Gresham, Oregon, United States Fisher Investments Full time

About the Role:

Fisher Investments is seeking experienced professionals in equity research and capital markets to contribute to our Securities Research Group. This group plays a vital role in supporting our portfolio management team, which oversees over $250 billion in assets under management (AUM) for high-net-worth clients and prestigious institutions worldwide.

Your Responsibilities:

  • Conduct thorough analysis of stock holdings and provide insightful coverage across various strategies and industry themes.
  • Develop a deep understanding of assigned sectors to assess how market dynamics influence potential returns.
  • Deliver regular performance analysis and strategic commentary to the Investment Policy Committee (IPC), identifying industries and stocks with strong potential for outperformance.
  • Engage in Investment Roundtables and client meetings, offering critical insights to our Private Client Group and Institutional Group through effective communication.

Your Qualifications:

  • A minimum of 2 years of experience in equity research.
  • Strong verbal and written communication skills, with the ability to engage diverse audiences effectively.
  • Ability to convey information in a clear and concise manner to drive impactful portfolio decisions.
  • Intellectual agility and a willingness to explore innovative approaches while navigating uncertainty.
  • A passion for data analysis and deriving actionable insights.
  • Empathy and an appreciation for the strengths and growth opportunities of colleagues.

Compensation and Benefits:

The position offers a competitive base salary ranging from $85,000 to $125,000, commensurate with experience. Additionally, you will be eligible for a discretionary bonus based on both individual and firm performance.

Fisher Investments is committed to fostering an inclusive workplace and offers a comprehensive benefits package, including:

  • 100% coverage of medical, dental, and vision premiums for you and your eligible dependents.
  • A 50% match on 401(k) contributions, up to the IRS maximum.
  • 20 days of paid time off (PTO) plus 10 paid holidays.
  • Family support programs, including paid primary caregiver leave and adoption assistance.
  • Generous fertility and family-forming benefits.

Fisher Investments is an equal opportunity employer.