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Research Associate - Capital Markets Innovation (2018-6341)

Woodside, CA, United States
Portfolio Management


Job Description



There are three teams supporting the portfolio Research process at Fisher Investments and the Capital Markets Innovation (CMI) team specializes in quantitative empirical research.


CMI Associates deliver timely and accurate data analyses to both internal and external audiences including the Investment Policy Committee (IPC) and Research Analysts. The most successful Associates are the ones who provide the most collaborative support to the team. The role is critical within the Portfolio Management Group as CMI production often serves as inputs for portfolio management decisions. The CMI Associates will develop technical expertise and the ability to clearly communicate complex subject matters through rigorous training programs and ongoing opportunities by collaborating directly with senior members of research. The role is challenging but you will be surrounded by supportive, talented and motivated peers sharing a common passion for markets.


•Ad-hoc analysis on a broad scope of portfolio management subjects, including portfolio attribution, fundamental analyses and market updates to the IPC
•Provide research commentary to a wide array of internal audiences including (but not limited to) Client Service Investment Counselors, Private Client Group Clients, Institutional Clients and the Marketing and Sales Groups
•Oversee real-time performance reporting, construct proprietary data sets and develop new capital markets technology under the guidance of senior Research Analysts
•Become an expert in research systems and databases such as FactSet, Bloomberg, Thomson, MSCI and Standard & Poor’s

 This is the job for you if you:
•Proven success with a minimum of 1 year of industry experience
•Demonstrate strong organizational and time management skills within tight deadlines
•Are proud of your attention to detail
•Excel in your ability to communicate in a clear, concise and logical manner
•Have some experience with large scale data, relational databases or Excel
•Feel passionate about capital markets


What you’ll get:

You’ll learn more about “real-world” finance in your first few months than any class -- thanks in part to our unique mentor program.  You’ll be encouraged to ask questions, improve processes, and propose novel solutions to problems. Do your best, rise to the top of the ranks in your area, and you’ll be on your way to earning more advanced opportunities.  That’s how our top executives got there, and we think you can do it too.


The bottom line:

We are out to change an industry by building a better mousetrap.  No tricks, no games, just top-tier money management and excellent service to our clients.  To do that, we need to hire the best of the best.  So, what are you waiting for? Apply now!




Fisher Investments is an equal opportunity employer.












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