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Research Associate - Capital Markets Innovation (2019-7851)

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.


The Day-to-Day:

  • 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

Your Qualifications:

  • 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


Why Fisher Investments:

Fisher Investments is a different kind of investment firm. We don’t come from Wall Street, nor do we believe we fit in with most of the finance industry, and we’re proud of that. We work for a bigger purpose: bettering the investment universe. From unmatched service to innovative perspectives on investing, it’s the people that make the Fisher purpose possible. After all, it’s our people that enable us to offer the level of service that we do. And we invest in them accordingly, offering exceptional benefits like:

  • 100% coverage of premiums for health, vision and dental insurance
  • A 50% 401(k) match, up to the IRS maximum
  • 20 days of PTO*, plus 9 paid holidays
  • 8 week paid Primary Caregiver Parental Leave
  • And much, much more

We also provide a cumulative, continuous learning and development framework customized for every employee. This emphasis on personal and professional growth has yielded an award-winning work environment; we’re Great Place to Work Certified, and The Oregonian named us as a 2017 and 2018 Top Workplace.


But in the end, it’s not the perks that keep people here. They stay because they believe in our mission of service—our employees want to make a difference in an industry that can do better.


* California employees accrue up to 17 days of PTO and 3 days of sick time per year.









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