Location US-FL-Tampa

We are seeking a passionate fixed income professional interested in playing a critical role in the investment decision making process. The ideal candidate is highly engaged, and eager to contribute beyond their seat—collaborating with peers to generate investment ideas and expand the fixed income platform.

The Opportunity:

As a Research Analyst covering Fixed Income at Fisher Investments, you will support the Investment Policy Committee by ensuring our bond strategies represent our macro investment forecasts and themes. Your understanding of bond markets and enthusiasm for development will propel you in this position and open opportunities for advancement. In this highly impactful role, you will communicate your expertise and insights to internal clients and to the firm's largest, most sophisticated clients and prospects, via client meetings and written/visual deliverables.

The Day-to-Day:

• Examine current and potential holdings and identify bonds likely to outperform selected benchmarks, incorporating our top-down macroeconomic views
• Support our Investment Policy Committee through performance commentary, by generating investment ideas, and reviewing existing trends and reports on bond holdings
• Use knowledge of bond categories to understand how market events impact forward relative returns and develop our portfolio themes and views
• Develop a comprehensive knowledge of our investment philosophy, process, portfolio themes and rationales
• Suggest and implement output, process and system upgrades to enhance team productivity and influence

Your Qualifications:

• 3+ years of experience evaluating different types of bonds (Corporate, Municipal, Asset-backed and Sovereign)
• Experience supporting client service and sales efforts
• Offer concise, cogent statements of probability from a diverse selection of possibilities
• Experience testing and improving current processes
• Experience interpreting current events into tangible recommendations
• Experience with data to find fact-based insights

Why Fisher Investments:

We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. 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 10 paid holidays
• Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care
• This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change.

FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

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