Fixed Income Securities Analyst
About the role
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.
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.
Responsibilities
- 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.
Qualifications
- 3+ years of experience evaluating different types of bonds (Corporate, Municipal, Asset‑backed and Sovereign).
- Experience supporting client service and sales efforts.
- Ability to 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.
Compensation
$80,200 – $130,000 base salary per year in the state of WA. New hires should expect to start at the lower end of the range depending on experience. Eligible for a discretionary bonus based on firm and individual performance.
Benefits
- 100% paid medical, dental and vision premiums for you and your qualifying dependents.
- 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.
- In‑office role with potential eligibility for a hybrid work‑from‑home program, subject to change.