The Truth About Jobs in Fisher Investments’ Research Department

Authors: Reed G., Research Analyst — Writer
Date: August 6, 2025

When I first joined Fisher Investments back in 2019, I made it a goal to join our in-house Research Department. I’d just graduated with a bachelor’s degree in Finance, where I learned some investing basics and worked extensively in team environments — often tasked with writing stock pitches, security analysis, and more. I developed a passion for capital markets and financial journalism and set my mind on making a career out of it. That said, I still didn’t know much about Fisher’s Research Group at that point. Several factors — conversations with classmates, financial news, television, movies and social media — gave me preconceptions about what a job in the industry might look like.

Now, as a member of Research for more than three years, I’ve learned that Fisher tends to break the mold when it comes to the Finance industry. I’m proud to share some of my findings, and why I’m excited to continue my career in Research at Fisher.

Research writes most of the firm’s market-related content.

Upon hearing “equity research,” some might visualize a Wall Street-style trading floor, with screens displaying complex graphs and spreadsheets. While quantitative analysis is key to our Research process, we don’t just crunch numbers all day. Our department is responsible for most of the firm’s market-related written content, including daily MarketMinder commentary and assisting with the Review & Outlook that we send to clients each quarter. We use these channels to keep clients up to date on the firm’s latest views on markets, economics, politics and other developments. This is an important part of our client-first approach: While many of our competitors tend to keep their cards close to their chest, we strive to keep our clients informed on our latest thoughts — in a way they can easily understand.

Research takes a unique, personalized approach to quantitative analysis.

Those on the quantitative side aren’t confined to monotonous, single flavor research. Our Securities Team combines top-down and bottom-up research to weigh how an individual stock may fit into — or help shape — our macroeconomic view. Our Capital Markets Team blends traditional analytic methods with Fisher’s investment philosophy to create unique insights with applicability in portfolio decisions. Our Investment Policy Committee, a dedicated team that makes all strategic investment decisions for client portfolios, also welcomes self-initiated research and interdepartmental collaboration. This allows team members to explore what’s most interesting to them within their coverage to create high value, actionable investment themes. This approach widens our grasp on capital markets and promotes an investing approach that differs from the crowd — key to success, in our view.

Research values a wide range of professional backgrounds and perspectives to enhance our client service.

Think you need a background in Finance, Economics or Accounting to join Research? Not necessarily. Many in our department — including members of management — have years of experience and/or education outside of investing and wealth management. Some of our brightest minds started in areas like Engineering, Philosophy, History, Education, Communications and more. This is a major advantage for Fisher — since capital markets span every industry, we believe our diverse knowledge base gives us an upper hand against competitors who might be narrower in this regard.

The diversity of our people and processes enriches our opinions, experience, and mindsets. It also helps us communicate more effectively with a wider demographic, making our content and findings more digestible and approachable. It all goes back to our client focus: A diverse research department helps us better serve our clients.