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Securities Research Analyst (2019-7867)

Woodside, CA, United States
Portfolio Management


Job Description


Do you have a strong background in capital markets or equity research and analysis? If so, we would like to speak with you. We are a privately-held investment management firm who manages portfolios for high net worth private clients and some of the world’s preeminent institutions. We are now searching for highly talented finance and research-oriented professionals to join our team of Research Analysts in either our Woodside, CA or Portland, OR Metro Area offices. 


The Opportunity:

As the next Securities Research Analyst you’ll work closely with the Investment Policy Committee (IPC) and Capital Markets Research Team to leverage macro investment themes into appropriate stock selection recommendations. You’ll also take part in Private Client Group, Fisher International and Institutional Group sales and service efforts and contribute to team operational improvements.


The Day-to-Day:

  • Develop a comprehensive knowledge of our investment philosophy, process, portfolio themes and rationales
  • Build expertise on an assigned sector to understand how market events impact forward relative returns, and develop and hone new and/or existing portfolio themes and views
  • Provide the Investment Policy Committee (IPC) with regular and ad hoc performance analysis and commentary, and proactively help to identify industries and stocks likely to outperform selected benchmarks
  • Participate in Investment Roundtables, Fisher Client Forums, Investing 101s and client/prospect meetings, and provide critical commentary to our Private Client Group, Fisher International and Institutional Group via written and oral communications
  • Drive output, process and system upgrades to enhance team productivity and impact

Your Qualifications:

  • Have strong verbal and written communication skills and the ability to interact with multiple audiences over several platforms, and a desire to support client service and sales efforts
  • Can offer concise, cogent statements of probability from a diverse selection of possibilities
  • Have the intellectual flexibility and drive to rapidly learn and test new ways of thinking, doing and communicating, while being comfortable with ambiguity
  • Like working with data to derive fact-based insights
  • Have a passion for understanding and interpreting current events


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 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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