Fisher Investments · 3 days ago

Securities Research Analyst

Arlington, TX

Full-time

Onsite

Entry, Mid Level

2+ years exp

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Financial Services

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Comp. & Benefits

Insider Connection @Fisher Investments

Discover valuable connections within the company who might provide insights and potential referrals, giving your job application an inside edge.

Responsibilities

Develop a comprehensive knowledge of the investment philosophy, process, portfolio themes, and rationales.

Build expertise on an assigned sector to understand market events' impact on relative returns and develop new/existing portfolio themes and views.

Provide regular and ad hoc performance analysis and commentary to the Investment Policy Committee (IPC) and proactively identify industries and stocks likely to outperform benchmarks.

Participate in Investment Roundtables, Fisher Client Forums, client/prospect meetings, and provide critical commentary via written and oral communications.

Deliver timely and relevant research to the IPC and generate impactful portfolio recommendations.

Qualification

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Equity researchClient serviceSalesData analysisVerbalWritten communicationInterpersonal skillsProblem-solvingIntellectual flexibilityEmpathy