Research Associate - Finance
Company: Fisher Investments
Location: Euless
Posted on: May 11, 2022
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Job Description:
The Competitive Resources team exists to support our U.S. Sales
and Service organizations in better understanding and combatting
competitors when looking to close new business or retain and
service existing clients. We research individual competitors,
uncover industry trends, and serve as internal experts on the
broader financial landscape. As a Competitive Research Associate,
you will report directly to your TL who will aid in your learning
and professional development.
As the team expands we are relied upon more and more by the
business. You will handle the flow of incoming requests and build
materials and presentations to help inform and educate our U.S.
partners. You will gain an in-depth perspective of the industry
which will prepare you for future opportunities.
The Day-to-Day:
Handle incoming requests to conduct initial research or partner our
analysts to communicate findings to requestors across the firm
Create new written materials on competitors, trends and
products
Support U.S. projects to increase engagement with business partners
and efficiencies within teams
Create presentations or other informational material to be used in
a variety of trainings across the firm
Your Qualifications:
Bachelor's degree or equivalent combination of education and
experience
Passionate about researching the industry and identifying trends
and comparative selling points
Commitment to maintain quality of work while sticking to a
timeline
You have a clear writing style that can distill complicated topics
into short, easy-to-consume summaries focusing on only the most
relevant material
You retain a focus on your customers, and have received positive
feedback from sales and service members in the past
You wish to deepen your understanding of the inner workings of the
financial services industry and use that knowledge to help arm our
organization
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% coverage of premiums for health, vision and dental insurance
for you and any qualified 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
Keywords: Fisher Investments, Euless , Research Associate - Finance, Accounting, Auditing , Euless, Texas
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