Job Description

Overview:

How much do you know about financial companies? Would you like an opportunity to dive deep into the competitive advantages of companies in the industry? Does conducting research on Fisher Investments' competitors appeal to you?

The Opportunity:

We're hiring an analyst within our Competitive Resources team to support our sales and service organizations and research competitors to help us close new business and retain clients. The Competitive Resource Analyst is a professional-level role responsible for running research projects, building and hosting training sessions, engaging with clients and working with sales and service representatives. You will research individual competitors, uncover industry trends, and serve as an internal expert in the broader financial landscape. You will manage projects that are impactful to decision makers across the firm. You will use qualitative, quantitative, project management and public speaking skills.

The Day-to-Day:

You will report to your group manager with the following responsibilities:

• Conduct in-depth research to better understand competing firms' offerings
• Compile research-based profiles on our top competitors
• Speak with clients and prospective clients to educate them on Fisher's competitive advantage
• Develop and host broader firm training sessions
• Mentor team associates
• Assist Vice Presidents with tasks like statement reviews or product reviews

Your Qualifications:

• Someone who enjoys problem-solving, with solid analytical skills
• Strong written and verbal communication
• Demonstrate time and project management skills
• Intermediate Microsoft Office skills
• Comfortable engaging with different levels of the business and High Net Worth clients
• U.S. candidates must be fully vaccinated as defined by the medical community against COVID-19 and provide proof of such vaccination by date of hire

Why Fisher Investments:

At Fisher Investments, we work for a bigger purpose: bettering the investment universe. From unmatched service to unique perspectives on investing, it's the people that make the Fisher purpose possible. And we invest in them by offering exceptional benefits like:

• 100% paid medical, dental and vision premiums for you and your qualifying dependents
• A 50% 401(k) match, up to the IRS maximum
• 20 days of PTO*, plus 9 paid holidays
• 8 weeks paid Primary Caregiver Parental Leave
• Back-up Child Care Program available, offering up to 10 days annually
• A cumulative learning and development framework customized for every employee
• An award-winning work environment - we're Great Place to Work Certified, and Top Workplace winners from The Oregonian

We take great pride in our inclusive culture. We value the different perspectives and unique skills you bring to the team – it makes us all better. Success at Fisher Investments is motivated by results, a collaborative mindset and a commitment to accomplishing great things – so if you are ready to do that, we are ready for you! Apply today to be a part of a team environment where you make a difference in the lives of people by bettering the investment universe.

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

FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER