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Equity Research Specialist

2 months ago


Plano, Texas, United States Fisher Investments Full time
Position Overview

Are you skilled in equity analysis and capital market dynamics? At Fisher Investments, our Securities Research Group plays a crucial role in supporting the portfolio management team, which oversees assets exceeding $250 billion and caters to high-net-worth clients and prestigious institutions globally. We are currently seeking finance and research-focused professionals to enhance our team of Securities Research Analysts.

Key Responsibilities:

Securities Analysts are pivotal in achieving portfolio excellence through insightful and timely evaluations of stock holdings across various strategies and thematic research for the Investment Policy Committee (IPC). Analysts will focus on specific sectors, gaining insights into trends and developments within their domains.

You will have the opportunity to expand your research and market acumen alongside driven colleagues who share a passion for financial markets. You will acquire both quantitative and qualitative skills essential for successful analysts through comprehensive training in a diverse and supportive setting. Your expertise will grow in your designated sector, enhancing your understanding of emerging trends and their relevance to Fisher Investments' overarching themes. You will report directly to the Securities Research Manager.

Daily Responsibilities:
  • Acquire an in-depth understanding of our investment philosophy, methodologies, portfolio themes, and rationales.
  • Develop proficiency in a designated sector to assess how market fluctuations influence potential returns, while refining new and existing portfolio themes and perspectives.
  • Deliver regular and on-demand performance analysis and insights to the IPC, proactively identifying industries and stocks with the potential to outperform established benchmarks.
  • Engage in Investment Roundtables, Fisher Client Forums, and meetings with clients and prospects, providing critical insights to our Private Client Group, Fisher International, and Institutional Group through both written and verbal communication.
Qualifications:
  • A minimum of 2 years' experience in equity research.
  • Strong verbal and written communication skills, with the ability to engage diverse audiences across multiple platforms, and a commitment to supporting client service and sales initiatives.
  • Ability to communicate in an actionable, concise, and efficient manner to influence portfolio outcomes.
  • Intellectual adaptability and eagerness to quickly learn and explore new methodologies and communication styles, while remaining comfortable with uncertainty.
  • Enjoys working with data to extract fact-based insights.
  • Demonstrates empathy and recognizes the strengths and growth opportunities of others.
Why Choose Fisher Investments:

We are driven by a greater purpose: enhancing the investment landscape. We take pride in our inclusive culture, our tailored learning and development framework for every employee, and our recognition as a Great Place to Work. Our people are the cornerstone of our mission, and we invest in them by offering exceptional benefits, including:
  • Comprehensive medical, dental, and vision coverage for you and your eligible dependents.
  • A 50% match on 401(k) contributions, up to the IRS limit.
  • 20 days of paid time off, in addition to 10 paid holidays.
  • Family support programs, including 8 weeks of paid primary caregiver leave, adoption assistance, and backup childcare.
  • $10,000 benefit for fertility, hormonal health, and family formation.
Fisher Investments is an equal opportunity employer.