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Securities Research Expert

Company: Fisher Investments
Location: Gresham
Posted on: November 1, 2024

Job Description:

About the RoleWe are seeking a highly skilled Securities Research Analyst to join our team at Fisher Investments. As a key member of our Securities Research Group, you will play a critical role in supporting the portfolio management team in their efforts to deliver exceptional investment results.Key Responsibilities

  • Develop and maintain in-depth knowledge of various industries and sectors, including trends, drivers, and potential risks.
  • Conduct thorough research and analysis to identify investment opportunities and provide timely and impactful coverage of stock holdings.
  • Collaborate with the Investment Policy Committee (IPC) to deliver regular and ad hoc performance analysis and commentary.
  • Participate in Investment Roundtables, Fisher Client Forums, and client/prospect meetings to provide critical commentary and insights.Requirements
    • 2+ years of professional equity research experience.
    • Experience working in a buy and/or sell-side firm conducting applicable qualitative equity research.
    • Excellent communication and presentation skills, with the ability to effectively communicate with multiple audiences.
    • Strong analytical and problem-solving skills, with the ability to rapidly learn and adapt to new information.
    • Experience working with Bloomberg, Factset, Excel, or similar tools to produce insights-centric to equity performance.What We Offer
      • A competitive base salary of $85,000 - $125,000 per year, depending on experience.
      • Eligibility for a discretionary bonus based on firm and individual performance.
      • A comprehensive benefits package, including 100% paid medical, dental, and vision premiums, a 50% 401(k) match, and 20 days of PTO.About Fisher InvestmentsFisher Investments is a leading investment management firm that takes pride in its inclusive culture, learning and development framework, and Great Place to Work Certification. We are committed to bettering the investment universe and providing exceptional benefits to our employees.

Keywords: Fisher Investments, Tigard , Securities Research Expert, Other , Gresham, Oregon

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