FAQs
What is the primary responsibility of a Securities Research Analyst at Fisher Investments?
The primary responsibility is to guide portfolio outperformance through timely and impactful coverage of stock holdings and conducting industry/thematic research for the Investment Policy Committee (IPC).
How much professional equity research experience is required for this position?
A minimum of 2+ years of professional equity research experience is required.
What tools or platforms should candidates be familiar with for this role?
Candidates should have experience working with Bloomberg, Factset, Excel, or similar tools that produce insights related to equity performance.
What type of company culture does Fisher Investments promote?
Fisher Investments promotes an inclusive culture and provides a learning and development framework customized for every employee.
What is the salary range for the Securities Research Analyst position?
The salary range is between $85,000 and $125,000, with new hires typically starting at the lower end of the range depending on experience.
What benefits does Fisher Investments offer its employees?
Fisher Investments offers 100% paid medical, dental, and vision premiums, a 50% 401(k) match, 20 days of PTO plus 10 paid holidays, and various family support programs among other benefits.
What is the process for delivering research as a Securities Research Analyst?
Analysts are expected to deliver timely and relevant research to the IPC and create impactful portfolio recommendations, often participating in Investment Roundtables and providing commentary to various groups.
Is a bonus structure included in the compensation package?
Yes, the position is eligible for a discretionary bonus based on both firm and individual performance.
What educational background is preferred for this position?
While specifics are not mentioned, a background in finance or a related field is typically preferred for roles in equity research analysis.
What kind of professional growth opportunities are available at Fisher Investments?
Fisher Investments offers exceptional learning and development frameworks tailored to help employees grow their skills and advance their careers.