Research Associate - Finance
Company: Fisher Investments
Location: Boring
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, Gresham , Research Associate - Finance, Accounting, Auditing , Boring, Oregon
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